SW
BTC

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

SteelPeak Wealth’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 		$15.2M Sell
585,796
-13,735
-2% -$436K 0.39% 50
2026
Q1 		$18M Buy
599,531
+175
+0% +$5.91K 0.55% 42
2025
Q4 		$23.2M Sell
599,356
-2,607
-0.4% -$116K 0.76% 30
2025
Q3 		$30.5M Buy
+601,963
New +$30.5M 1.02% 20

Other funds holding BTC

PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SteelPeak Wealth's BTC Position: Q2 2026 in Review

SteelPeak Wealth reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2.3% in Q2 2026, selling an estimated $436K and leaving 585,796 shares worth $15.2M. The position accounts for 0.39% of the portfolio, ranked #50.

SteelPeak Wealth first reported a position in BTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.5M in Q3 2025. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • SteelPeak Wealth held 585,796 shares of Grayscale Bitcoin Mini Trust ETF worth $15.2M as of Q2 2026.
  • SteelPeak Wealth sold 13,735 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $436K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.39% of SteelPeak Wealth's portfolio in Q2 2026, its #50 holding.
  • SteelPeak Wealth first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • SteelPeak Wealth's Grayscale Bitcoin Mini Trust ETF position peaked at $30.5M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.