SOA Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

SOA Wealth Advisors’s Portfolio BTC Stock Details BTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.68K	Sell	373 -37	-9%	-$1.18K	﹤0.01%	619
2026 Q1	$12.3K	Hold	410	–	–	﹤0.01%	560
2025 Q4	$15.9K	Sell	410 -21	-5%	-$931	﹤0.01%	539
2025 Q3	$21.8K	Sell	431 -107	-20%	-$5.43K	﹤0.01%	504
2025 Q2	$25.7K	Hold	538	–	–	﹤0.01%	460
2025 Q1	$19.6K	Hold	538	–	–	﹤0.01%	479
2024 Q4	$22.5K	Sell	538 -6	-1%	-$221	﹤0.01%	437
2024 Q3	$15.3K	Buy	+544	New	+$14.5K	﹤0.01%	488

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

SOA Wealth Advisors's BTC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 9% in Q2 2026, selling an estimated $1.18K and leaving 373 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

SOA Wealth Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $25.7K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

SOA Wealth Advisors held 373 shares of Grayscale Bitcoin Mini Trust ETF worth $9.68K as of Q2 2026.
SOA Wealth Advisors sold 37 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.18K.
Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #619 holding.
SOA Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
SOA Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $25.7K in Q2 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.