AWM
BTC

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

Accredited 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
Q3 		$5.06K Buy
211
+111
+111% +$5.63K ﹤0.01% 319
2025
Q2 		$4.78K Buy
+100
New +$4.37K ﹤0.01% 318

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Accredited Wealth Management's BTC Position: Q3 2025 in Review

Accredited Wealth Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 111% in Q3 2025, buying an estimated $5.63K and bringing the position to 211 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Accredited Wealth Management first reported a position in BTC in Q2 2025 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Accredited Wealth Management held 211 shares of Grayscale Bitcoin Mini Trust ETF worth $5.06K as of Q3 2025.
  • Accredited Wealth Management bought 111 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $5.63K.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #319 holding.
  • Accredited Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.