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Creekmur Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Creekmur Asset 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 		$11.8K Buy
233
+10
+4% +$507 ﹤0.01% 495
2025
Q2 		$10.6K Hold
223
– – ﹤0.01% 513
2025
Q1 		$8.14K Hold
223
– – ﹤0.01% 510
2024
Q4 		$9.34K Sell
223
-1
-0.4% -$37 ﹤0.01% 437
2024
Q3 		$6.29K Buy
+224
New +$5.97K ﹤0.01% 503

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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

Creekmur Asset Management's BTC Position: Q3 2025 in Review

Creekmur Asset Management increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 4.5% in Q3 2025, buying an estimated $507 and bringing the position to 233 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Creekmur Asset Management first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. 500 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Creekmur Asset Management held 233 shares of Grayscale Bitcoin Mini Trust ETF worth $11.8K as of Q3 2025.
  • Creekmur Asset Management bought 10 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $507.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #495 holding.
  • Creekmur Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
  • 500 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

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