Traphagen Investment Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Traphagen Investment 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 Q2	$1.1M	Buy	42,245 +502	+1%	+$15.9K	0.08%	83
2026 Q1	$1.25M	Buy	41,743 +6,266	+18%	+$212K	0.1%	72
2025 Q4	$1.37M	Buy	35,477 +4,201	+13%	+$186K	0.11%	64
2025 Q3	$1.58M	Buy	31,276 +2,467	+9%	+$125K	0.14%	56
2025 Q2	$1.38M	Buy	28,809 +853	+3%	+$37.3K	0.13%	60
2025 Q1	$1.02M	Sell	27,956 -1,272	-4%	-$52.5K	0.11%	68
2024 Q4	$1.22M	Buy	29,228 +3,027	+12%	+$111K	0.12%	62
2024 Q3	$738K	Buy	+26,201	New	+$698K	0.07%	83

Other funds holding BTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bullish George Town $178M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

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

Traphagen Investment Advisors's BTC Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 42,245 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #83.

Traphagen Investment Advisors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Traphagen Investment Advisors held 42,245 shares of Grayscale Bitcoin Mini Trust ETF worth $1.1M as of Q2 2026.
Traphagen Investment Advisors bought 502 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $15.9K.
Grayscale Bitcoin Mini Trust ETF made up 0.08% of Traphagen Investment Advisors's portfolio in Q2 2026, its #83 holding.
Traphagen Investment Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Traphagen Investment Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.58M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.