AWM
BTC

Able Wealth Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Able Wealth Management’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
2025
Q1 		– Sell
-15,824
Closed -$663K – 108
2024
Q4 		$663K Buy
+15,824
New +$582K 0.44% 52

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EU
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PC
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HighTower Advisors
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TI
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KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $165M AUM 21.99% 1-Year Est. Return
Jane Street
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Able Wealth Management's BTC Position: Q1 2025 in Review

Able Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q1 2025, closing a stake of 15,824 shares — an estimated $663K sold.

Able Wealth Management first reported a position in BTC in Q4 2024 and held it in 1 quarter. The position peaked at $663K in Q4 2024. 405 funds tracked by Wall St. Rank hold BTC as of Q1 2025.

  • Able Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q1 2025 after selling out during the quarter.
  • Able Wealth Management sold 15,824 Grayscale Bitcoin Mini Trust ETF shares in Q1 2025, an estimated $663K.
  • Able Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 1 quarter.
  • Able Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $663K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2025.

Based on Able Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.