Diligent Investors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Diligent Investors’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	$875K	Buy	33,713 +982	+3%	+$31.2K	0.19%	146
2026 Q1	$982K	Buy	32,731 +2,008	+7%	+$67.9K	0.24%	123
2025 Q4	$1.19M	Buy	30,723 +16,870	+122%	+$748K	0.29%	98
2025 Q3	$701K	Buy	13,853 +1,584	+13%	+$80.3K	0.18%	148
2025 Q2	$586K	Sell	12,269 -700	-5%	-$30.6K	0.14%	174
2025 Q1	$473K	Buy	12,969 +1,994	+18%	+$82.3K	0.12%	209
2024 Q4	$460K	Buy	10,975 +3,605	+49%	+$133K	0.11%	219
2024 Q3	$207K	Buy	+7,370	New	+$196K	0.05%	334

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

Diligent Investors's BTC Position: Q2 2026 in Review

Diligent Investors increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 3% in Q2 2026, buying an estimated $31.2K and bringing the position to 33,713 shares worth $875K. The position accounts for 0.19% of the portfolio, ranked #146.

Diligent Investors first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Diligent Investors held 33,713 shares of Grayscale Bitcoin Mini Trust ETF worth $875K as of Q2 2026.
Diligent Investors bought 982 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $31.2K.
Grayscale Bitcoin Mini Trust ETF made up 0.19% of Diligent Investors's portfolio in Q2 2026, its #146 holding.
Diligent Investors first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Diligent Investors's Grayscale Bitcoin Mini Trust ETF position peaked at $1.19M in Q4 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.