MWM
BTC

Meridian Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Meridian Wealth Management’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 		$394K Buy
15,181
+1,493
+11% +$47.4K 0.01% 608
2026
Q1 		$411K Buy
13,688
+398
+3% +$13.4K 0.01% 562
2025
Q4 		$515K Buy
13,290
+1,804
+16% +$79.9K 0.02% 496
2025
Q3 		$582K Buy
11,486
+2,275
+25% +$115K 0.02% 439
2025
Q2 		$440K Buy
9,211
+3,629
+65% +$159K 0.02% 477
2025
Q1 		$204K Sell
5,582
-2,592
-32% -$107K 0.01% 597
2024
Q4 		$342K Buy
8,174
+766
+10% +$28.2K 0.02% 492
2024
Q3 		$209K Buy
+7,408
New +$197K 0.01% 602

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Meridian Wealth Management's BTC Position: Q2 2026 in Review

Meridian Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 11% in Q2 2026, buying an estimated $47.4K and bringing the position to 15,181 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #608.

Meridian Wealth Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $582K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Meridian Wealth Management held 15,181 shares of Grayscale Bitcoin Mini Trust ETF worth $394K as of Q2 2026.
  • Meridian Wealth Management bought 1,493 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $47.4K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Meridian Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Meridian Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $582K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.