Consolidated Portfolio Review Corp’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-35,203	Closed	-$1.78M	–	451
2025 Q3	$1.78M	Buy	35,203 +75	+0.2%	+$3.8K	0.22%	115
2025 Q2	$1.68M	Hold	35,128	–	–	0.23%	104
2025 Q1	$1.28M	Sell	35,128 -126	-0.4%	-$5.2K	0.21%	118
2024 Q4	$1.48M	Buy	35,254 +31,632	+873%	+$1.16M	0.23%	110
2024 Q3	$102K	Buy	+3,622	New	+$96.5K	0.02%	306

Other funds holding BTC

Bullish George Town $178M AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Consolidated Portfolio Review Corp's BTC Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2025, closing a stake of 35,203 shares — an estimated $1.78M sold.

Consolidated Portfolio Review Corp first reported a position in BTC in Q3 2024 and held it in 5 quarters. The position peaked at $1.78M in Q3 2025. 517 funds tracked by Wall St. Rank hold BTC as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 35,203 Grayscale Bitcoin Mini Trust ETF shares in Q4 2025, an estimated $1.78M.
Consolidated Portfolio Review Corp first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 5 quarters.
Consolidated Portfolio Review Corp's Grayscale Bitcoin Mini Trust ETF position peaked at $1.78M in Q3 2025.
517 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.