SC
BTC

Swan Capital’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Swan Capital’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 		$1.14K Sell
44
-38
-46% -$1.21K ﹤0.01% 440
2026
Q1 		$2.46K Hold
82
– – ﹤0.01% 336
2025
Q4 		$3.18K Hold
82
– – ﹤0.01% 283
2025
Q3 		$4.15K Sell
82
-15
-15% -$761 ﹤0.01% 239
2025
Q2 		$4.63K Hold
97
– – ﹤0.01% 245
2025
Q1 		$3.54K Hold
97
– – ﹤0.01% 208
2024
Q4 		$4.06K Buy
97
+15
+18% +$552 ﹤0.01% 189
2024
Q3 		$2.31K Buy
+82
New +$2.19K ﹤0.01% 212

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

Swan Capital's BTC Position: Q2 2026 in Review

Swan Capital reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 46% in Q2 2026, selling an estimated $1.21K and leaving 44 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Swan Capital first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.63K in Q2 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Swan Capital held 44 shares of Grayscale Bitcoin Mini Trust ETF worth $1.14K as of Q2 2026.
  • Swan Capital sold 38 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.21K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #440 holding.
  • Swan Capital first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Swan Capital's Grayscale Bitcoin Mini Trust ETF position peaked at $4.63K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.