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 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

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

Independent Financial Group's BTC Position: Q2 2026 in Review

Independent Financial Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.62% in Q2 2026, buying an estimated $2.06K and bringing the position to 10,529 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1295.

Independent Financial Group first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $946K in Q4 2024. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Independent Financial Group held 10,529 shares of Grayscale Bitcoin Mini Trust ETF worth $273K as of Q2 2026.
Independent Financial Group bought 65 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $2.06K.
Grayscale Bitcoin Mini Trust ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1295 holding.
Independent Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $946K in Q4 2024.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.