Van Hulzen Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Van Hulzen Asset Management’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	$1.15M	Sell	44,368 -10,557	-19%	-$335K	0.08%	154
2026 Q1	$1.65M	Sell	54,925 -2,358	-4%	-$79.7K	0.12%	117
2025 Q4	$2.22M	Buy	57,283 +16,686	+41%	+$739K	0.16%	100
2025 Q3	$2.06M	Buy	40,597 +4,190	+12%	+$213K	0.15%	103
2025 Q2	$1.74M	Sell	36,407 -2,146	-6%	-$93.7K	0.15%	111
2025 Q1	$1.41M	Buy	38,553 +1,222	+3%	+$50.4K	0.13%	129
2024 Q4	$1.56M	Buy	37,331 +101	+0.3%	+$3.72K	0.11%	132
2024 Q3	$1.05M	Buy	+37,230	New	+$992K	0.08%	158

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

Van Hulzen Asset Management's BTC Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 19% in Q2 2026, selling an estimated $335K and leaving 44,368 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #154.

Van Hulzen Asset Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Van Hulzen Asset Management held 44,368 shares of Grayscale Bitcoin Mini Trust ETF worth $1.15M as of Q2 2026.
Van Hulzen Asset Management sold 10,557 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $335K.
Grayscale Bitcoin Mini Trust ETF made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #154 holding.
Van Hulzen Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Van Hulzen Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $2.22M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.