CWM
BTC icon

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

CarsonAllaria 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 		– Sell
-5
Closed -$239 – 356
2025
Q2 		$239 Hold
5
– – ﹤0.01% 349
2025
Q1 		$182 Hold
5
– – ﹤0.01% 360
2024
Q4 		$209 Sell
5
-1
-17% -$37 ﹤0.01% 343
2024
Q3 		$163 Buy
+6
New +$160 ﹤0.01% 385

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 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 $617B AUM 30.33% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025, closing a stake of 5 shares — an estimated $239 sold.

CarsonAllaria Wealth Management first reported a position in BTC in Q3 2024 and held it in 4 quarters. The position peaked at $239 in Q2 2025. 500 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 5 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $239.
  • CarsonAllaria Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $239 in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.