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Independent Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Independent Financial Group’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 		$396K Buy
10,714
+185
+2% +$5.82K 0.01% 1117
2026
Q2 		$273K Buy
10,529
+65
+0.6% +$2.06K 0.01% 1295
2026
Q1 		$314K Sell
10,464
-272
-3% -$9.19K 0.01% 1137
2025
Q4 		$416K Sell
10,736
-120
-1% -$5.32K 0.01% 984
2025
Q3 		$550K Buy
10,856
+803
+8% +$40.7K 0.01% 813
2025
Q2 		$480K Sell
10,053
-2,297
-19% -$100K 0.01% 801
2025
Q1 		$451K Sell
12,350
-10,253
-45% -$423K 0.02% 748
2024
Q4 		$946K Sell
22,603
-223
-1% -$8.21K 0.03% 494
2024
Q3 		$643K Buy
+22,826
New +$608K 0.02% 571

Other funds holding BTC

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Independent Financial Group's BTC Position: Q3 2026 in Review

Independent Financial Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 1.8% in Q3 2026, buying an estimated $5.82K and bringing the position to 10,714 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1117.

Independent Financial Group first reported a position in BTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $946K in Q4 2024. 39 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Independent Financial Group held 10,714 shares of Grayscale Bitcoin Mini Trust ETF worth $396K as of Q3 2026.
  • Independent Financial Group bought 185 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $5.82K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1117 holding.
  • Independent Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 9 quarters since.
  • Independent Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $946K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.