SDH
BTC

Sloy Dahl & Holst’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Sloy Dahl & Holst’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 		$25.5M Buy
850,614
+43,318
+5% +$1.46M 3.5% 5
2025
Q4 		$31.3M Buy
807,296
+132,586
+20% +$5.88M 3.75% 5
2025
Q3 		$34.2M Buy
674,710
+18,771
+3% +$952K 3.62% 5
2025
Q2 		$31.3M Buy
655,939
+16,798
+3% +$734K 4.35% 5
2025
Q1 		$23.3M Buy
639,141
+22,966
+4% +$948K 4.08% 3
2024
Q4 		$25.8M Buy
616,175
+33,361
+6% +$1.23M 3.27% 4
2024
Q3 		$16.4M Buy
+582,814
New +$15.5M 2.8% 4

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

Sloy Dahl & Holst's BTC Position: Q1 2026 in Review

Sloy Dahl & Holst increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 5.4% in Q1 2026, buying an estimated $1.46M and bringing the position to 850,614 shares worth $25.5M. The position accounts for 3.5% of the portfolio, ranked #5.

Sloy Dahl & Holst first reported a position in BTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $34.2M in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • Sloy Dahl & Holst held 850,614 shares of Grayscale Bitcoin Mini Trust ETF worth $25.5M as of Q1 2026.
  • Sloy Dahl & Holst bought 43,318 Grayscale Bitcoin Mini Trust ETF shares in Q1 2026, an estimated $1.46M.
  • Grayscale Bitcoin Mini Trust ETF made up 3.5% of Sloy Dahl & Holst's portfolio in Q1 2026, its #5 holding.
  • Sloy Dahl & Holst first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 7 quarters since.
  • Sloy Dahl & Holst's Grayscale Bitcoin Mini Trust ETF position peaked at $34.2M in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.