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

Merit 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	$2.58M	Sell	99,464 -2,939	-3%	-$93.3K	0.02%	645
2026 Q1	$3.07M	Buy	102,403 +5,857	+6%	+$198K	0.02%	534
2025 Q4	$3.74M	Buy	96,546 +18,157	+23%	+$805K	0.03%	438
2025 Q3	$3.97M	Buy	78,389 +4,750	+6%	+$241K	0.04%	366
2025 Q2	$3.52M	Buy	73,639 +21,844	+42%	+$954K	0.04%	358
2025 Q1	$1.89M	Buy	51,795 +16,229	+46%	+$670K	0.03%	435
2024 Q4	$1.49M	Buy	35,566 +27,208	+326%	+$1M	0.03%	412
2024 Q3	$235K	Buy	+8,358	New	+$223K	0.01%	743

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

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

Merit Financial Group reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 2.9% in Q2 2026, selling an estimated $93.3K and leaving 99,464 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #645.

Merit Financial Group first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

Merit Financial Group held 99,464 shares of Grayscale Bitcoin Mini Trust ETF worth $2.58M as of Q2 2026.
Merit Financial Group sold 2,939 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $93.3K.
Grayscale Bitcoin Mini Trust ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #645 holding.
Merit Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $3.97M in Q3 2025.
461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.