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

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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. 461 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.
  • 461 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.