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Toth Financial Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Toth Financial Advisory’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 		$2.28K Sell
88
-200
-69% -$6.35K ﹤0.01% 737
2026
Q1 		$8.64K Hold
288
– – ﹤0.01% 577
2025
Q4 		$11.2K Hold
288
– – ﹤0.01% 534
2025
Q3 		$14.6K Hold
288
– – ﹤0.01% 499
2025
Q2 		$13.8K Buy
288
+200
+227% +$8.74K ﹤0.01% 459
2025
Q1 		$3.21K Hold
88
– – ﹤0.01% 552
2024
Q4 		$3.69K Hold
88
– – ﹤0.01% 537
2024
Q3 		$2.48K Buy
+88
New +$2.35K ﹤0.01% 579

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

Toth Financial Advisory's BTC Position: Q2 2026 in Review

Toth Financial Advisory reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 69% in Q2 2026, selling an estimated $6.35K and leaving 88 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Toth Financial Advisory first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.6K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Toth Financial Advisory held 88 shares of Grayscale Bitcoin Mini Trust ETF worth $2.28K as of Q2 2026.
  • Toth Financial Advisory sold 200 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $6.35K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #737 holding.
  • Toth Financial Advisory first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Toth Financial Advisory's Grayscale Bitcoin Mini Trust ETF position peaked at $14.6K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.