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BOLTON SECURITIES CORPORATION’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$132K Hold
3,568
– – 0.01% 1041
2026
Q2 		$92.6K Sell
3,568
-673
-16% -$21.4K ﹤0.01% 1139
2026
Q1 		$127K Buy
+4,241
New +$143K 0.01% 952
2025
Q3 		$169K Buy
+3,344
New +$170K 0.01% 790
2025
Q1 		$110K Buy
+3,011
New +$124K 0.01% 842

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Emory University
Emory University Atlanta, Georgia $172M AUM 7.79% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Kaleidoscope Capital
Kaleidoscope Capital Boston, Massachusetts $381M AUM 12.32% 1-Year Est. Return
Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $526M AUM 34.64% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Pasadena Private Wealth
Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's BTC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2026 at 3,568 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #1041.

BOLTON SECURITIES CORPORATION first reported a position in BTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $169K in Q3 2025. 396 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,568 shares of Grayscale Bitcoin Mini Trust ETF worth $132K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2026.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1041 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Grayscale Bitcoin Mini Trust ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Grayscale Bitcoin Mini Trust ETF position peaked at $169K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.