RMP
BTC

Richards, Merrill & Peterson’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Richards, Merrill & Peterson’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
Q1 		– Sell
-6,385
Closed -$247K – 295
2025
Q4 		$247K Buy
6,385
+1,448
+29% +$64.2K 0.09% 157
2025
Q3 		$250K Buy
+4,937
New +$250K 0.11% 146
2025
Q2 		– Sell
-942
Closed -$34.4K – 494
2025
Q1 		$34.4K Buy
942
+322
+52% +$13.3K 0.02% 285
2024
Q4 		$26K Buy
+620
New +$22.8K 0.01% 310

Other funds holding BTC

B
Bullish George Town $178M AUM
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Richards, Merrill & Peterson's BTC Position: Q1 2026 in Review

Richards, Merrill & Peterson sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2026, closing a stake of 6,385 shares — an estimated $247K sold.

Richards, Merrill & Peterson first reported a position in BTC in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q3 2025. 490 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Richards, Merrill & Peterson reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 6,385 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $247K.
  • Richards, Merrill & Peterson first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 4 quarters.
  • Richards, Merrill & Peterson's Grayscale Bitcoin Mini Trust ETF position peaked at $250K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2026, filed 17 Apr 2026.