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RFG Advisory’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

RFG Advisory’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
-43,556
Closed -$1.31M – 1194
2026
Q1 		$1.31M Buy
43,556
+11,246
+35% +$380K 0.02% 464
2025
Q4 		$1.25M Buy
32,310
+3,583
+12% +$159K 0.02% 465
2025
Q3 		$1.45M Buy
28,727
+24,485
+577% +$1.24M 0.03% 393
2025
Q2 		$203K Buy
+4,242
New +$185K ﹤0.01% 896

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

RFG Advisory's BTC Position: Q2 2026 in Review

RFG Advisory sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 43,556 shares — an estimated $1.31M sold.

RFG Advisory first reported a position in BTC in Q2 2025 and held it in 4 quarters. The position peaked at $1.45M in Q3 2025. 465 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • RFG Advisory reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 43,556 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $1.31M.
  • RFG Advisory first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 4 quarters.
  • RFG Advisory's Grayscale Bitcoin Mini Trust ETF position peaked at $1.45M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.