SIS
BTC

Strategic Investment Solutions’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Strategic Investment Solutions’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 		$9.63K Hold
371
– – ﹤0.01% 443
2026
Q1 		$11.1K Hold
371
– – ﹤0.01% 414
2025
Q4 		$14.4K Buy
371
+72
+24% +$3.19K ﹤0.01% 354
2025
Q3 		$15.1K Hold
299
– – ﹤0.01% 327
2025
Q2 		$14.3K Hold
299
– – ﹤0.01% 315
2025
Q1 		$10.9K Buy
299
+82
+38% +$3.38K ﹤0.01% 352
2024
Q4 		$9.09K Buy
217
+175
+417% +$6.44K ﹤0.01% 391
2024
Q3 		$1.18K Buy
+42
New +$1.12K ﹤0.01% 524

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 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

Strategic Investment Solutions's BTC Position: Q2 2026 in Review

Strategic Investment Solutions held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 371 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Strategic Investment Solutions first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.1K in Q3 2025. 89 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Strategic Investment Solutions held 371 shares of Grayscale Bitcoin Mini Trust ETF worth $9.63K as of Q2 2026.
  • Strategic Investment Solutions left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #443 holding.
  • Strategic Investment Solutions first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Strategic Investment Solutions's Grayscale Bitcoin Mini Trust ETF position peaked at $15.1K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.