Wealthspire Advisors (New York)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Wealthspire Advisors (New York)’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 Q1	$514K	Buy	17,141 +3,557	+26%	+$120K	﹤0.01%	562
2025 Q4	$526K	Buy	13,584 +296	+2%	+$13.1K	﹤0.01%	590
2025 Q3	$673K	Buy	13,288 +857	+7%	+$43.5K	﹤0.01%	471
2025 Q2	$594K	Sell	12,431 -11	-0.1%	-$480	﹤0.01%	497
2025 Q1	$454K	Sell	12,442 -1,353	-10%	-$55.8K	﹤0.01%	535
2024 Q4	$578K	Buy	13,795 +620	+5%	+$22.8K	0.01%	478
2024 Q3	$371K	Buy	+13,175	New	+$351K	﹤0.01%	571

Other funds holding BTC

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return