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Twin Peaks Wealth Advisors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Twin Peaks Wealth 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 		– Sell
-12
Closed -$360 – 2315
2026
Q1 		$360 Buy
+12
New +$406 ﹤0.01% 2082
2025
Q3 		– Sell
-12
Closed -$636 – 2238
2025
Q2 		$636 Buy
+12
New +$524 ﹤0.01% 1862

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HKAM
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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

Twin Peaks Wealth Advisors's BTC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 12 shares — an estimated $360 sold.

Twin Peaks Wealth Advisors first reported a position in BTC in Q2 2025 and held it in 2 quarters. The position peaked at $636 in Q2 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 12 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $360.
  • Twin Peaks Wealth Advisors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Grayscale Bitcoin Mini Trust ETF position peaked at $636 in Q2 2025.
  • 465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.