GC
BTC

Grimes & Company’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Grimes & Company’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 		– Sell
-6,732
Closed -$202K – 474
2026
Q1 		$202K Sell
6,732
-41
-0.6% -$1.39K 0.01% 419
2025
Q4 		$262K Sell
6,773
-915
-12% -$40.5K 0.01% 401
2025
Q3 		$389K Hold
7,688
– – 0.01% 343
2025
Q2 		$367K Hold
7,688
– – 0.01% 310
2025
Q1 		$281K Buy
7,688
+215
+3% +$8.87K 0.01% 302
2024
Q4 		$313K Buy
7,473
+74
+1% +$2.72K 0.01% 306
2024
Q3 		$208K Buy
+7,399
New +$197K 0.01% 346

Other funds holding BTC

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Grimes & Company's BTC Position: Q2 2026 in Review

Grimes & Company sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 6,732 shares — an estimated $202K sold.

Grimes & Company first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $389K in Q3 2025. 73 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Grimes & Company reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Grimes & Company sold 6,732 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $202K.
  • Grimes & Company first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Grimes & Company's Grayscale Bitcoin Mini Trust ETF position peaked at $389K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.