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

Drive 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
-23,973
Closed -$1.14M – 392
2025
Q2 		$1.14M Buy
23,973
+882
+4% +$38.5K 0.25% 89
2025
Q1 		$843K Hold
23,091
– – 0.2% 98
2024
Q4 		$967K Buy
+23,091
New +$850K 0.24% 79

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

Drive Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025, closing a stake of 23,973 shares — an estimated $1.14M sold.

Drive Wealth Management first reported a position in BTC in Q4 2024 and held it in 3 quarters. The position peaked at $1.14M in Q2 2025. 500 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Drive Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2025 after selling out during the quarter.
  • Drive Wealth Management sold 23,973 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $1.14M.
  • Drive Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and held it in 3 quarters.
  • Drive Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $1.14M in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Drive Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.