KMG Fiduciary Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

KMG Fiduciary Partners’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	-8,410	Closed	-$252K	–	271
2026 Q1	$252K	Hold	8,410	–	–	0.02%	245
2025 Q4	$326K	Buy	8,410 +866	+11%	+$38.4K	0.02%	224
2025 Q3	$382K	Hold	7,544	–	–	0.03%	250
2025 Q2	$360K	Hold	7,544	–	–	0.03%	248
2025 Q1	$275K	Hold	7,544	–	–	0.02%	257
2024 Q4	$316K	Buy	+7,544	New	+$278K	0.03%	238

Other funds holding BTC

HKAM

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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

KMG Fiduciary Partners's BTC Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 8,410 shares — an estimated $252K sold.

KMG Fiduciary Partners first reported a position in BTC in Q4 2024 and held it in 6 quarters. The position peaked at $382K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

KMG Fiduciary Partners reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 8,410 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $252K.
KMG Fiduciary Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 6 quarters.
KMG Fiduciary Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $382K in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.