Unique Wealth’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Unique Wealth’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 Q3	$1.14M	Buy	+30,722	New	+$967K	0.13%	92

Other funds holding BTC

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $338M AUM 49.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Unique Wealth's BTC Position: Q3 2026 in Review

Unique Wealth opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2026: 30,722 shares worth $1.14M. The stake represents 0.13% of the portfolio and ranks #92 among its holdings.

92 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

Unique Wealth held 30,722 shares of Grayscale Bitcoin Mini Trust ETF worth $1.14M as of Q3 2026.
Grayscale Bitcoin Mini Trust ETF was a new Unique Wealth position in Q3 2026.
Grayscale Bitcoin Mini Trust ETF made up 0.13% of Unique Wealth's portfolio in Q3 2026, its #92 holding.
92 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.