VWM
BTC

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

Valley Wealth Managers’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 		$571 Hold
22
– – ﹤0.01% 320
2026
Q1 		$660 Hold
22
– – ﹤0.01% 296
2025
Q4 		$852 Hold
22
– – ﹤0.01% 335
2025
Q3 		$1.11K Hold
22
– – ﹤0.01% 282
2025
Q2 		$1.05K Hold
22
– – ﹤0.01% 278
2025
Q1 		$803 Hold
22
– – ﹤0.01% 339
2024
Q4 		$921 Hold
22
– – ﹤0.01% 366
2024
Q3 		$631 Buy
+22
New +$586 ﹤0.01% 373

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

Valley Wealth Managers's BTC Position: Q2 2026 in Review

Valley Wealth Managers held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q2 2026 at 22 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Valley Wealth Managers first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Valley Wealth Managers held 22 shares of Grayscale Bitcoin Mini Trust ETF worth $571 as of Q2 2026.
  • Valley Wealth Managers left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q2 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #320 holding.
  • Valley Wealth Managers first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Valley Wealth Managers's Grayscale Bitcoin Mini Trust ETF position peaked at $1.11K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.