Salem Investment Counselors’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Salem Investment Counselors’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	$2.6K	Hold	100	–	–	﹤0.01%	1084
2026 Q1	$3K	Buy	+100	New	+$3.38K	﹤0.01%	1033
2025 Q4	–	Sell	-190	Closed	-$9.62K	–	1197
2025 Q3	$9.62K	Sell	190 -230	-55%	-$11.7K	﹤0.01%	890
2025 Q2	$20.1K	Hold	420	–	–	﹤0.01%	717
2025 Q1	$15.3K	Hold	420	–	–	﹤0.01%	764
2024 Q4	$17.6K	Buy	420 +120	+40%	+$4.42K	﹤0.01%	746
2024 Q3	$8.45K	Buy	+300	New	+$8K	﹤0.01%	855

Other funds holding BTC

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return