STA
BTC

Summit Trail Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Summit Trail 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
Q1 		– Sell
-5,197
Closed -$201K – 1495
2025
Q4 		$201K Hold
5,197
– – ﹤0.01% 1273
2025
Q3 		$263K Sell
5,197
-660
-11% -$33.5K ﹤0.01% 1233
2025
Q2 		$280K Buy
+5,857
New +$256K ﹤0.01% 951

Other funds holding BTC

HKAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's BTC Position: Q1 2026 in Review

Summit Trail Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 5,197 shares — an estimated $201K sold.

Summit Trail Advisors first reported a position in BTC in Q2 2025 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Summit Trail Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 5,197 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $201K.
  • Summit Trail Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 3 quarters.
  • Summit Trail Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $280K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.