CWM
BTC

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

Crowley 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
Q4 		– Sell
-168
Closed -$8.51K – 387
2025
Q3 		$8.51K Hold
168
– – 0.01% 297
2025
Q2 		$8.02K Hold
168
– – 0.01% 289
2025
Q1 		$6.13K Hold
168
– – 0.01% 295
2024
Q4 		$7.03K Buy
+168
New +$6.18K 0.01% 294

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HKAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Crowley Wealth Management's BTC Position: Q4 2025 in Review

Crowley Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2025, closing a stake of 168 shares — an estimated $8.51K sold.

Crowley Wealth Management first reported a position in BTC in Q4 2024 and held it in 4 quarters. The position peaked at $8.51K in Q3 2025. 512 funds tracked by Wall St. Rank hold BTC as of Q4 2025.

  • Crowley Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 168 Grayscale Bitcoin Mini Trust ETF shares in Q4 2025, an estimated $8.51K.
  • Crowley Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $8.51K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.