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Guardian Wealth Management (Illinois)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-2,022
Closed -$73.8K – 222
2025
Q1 		$73.8K Hold
2,022
– – 0.05% 89
2024
Q4 		$84.7K Buy
2,022
+1,805
+832% +$66.4K 0.06% 93
2024
Q3 		$6.12K Buy
+217
New +$5.78K ﹤0.01% 190

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
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BTC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2025, closing a stake of 2,022 shares — an estimated $73.8K sold.

Guardian Wealth Management (Illinois) first reported a position in BTC in Q3 2024 and held it in 3 quarters. The position peaked at $84.7K in Q4 2024. 460 funds tracked by Wall St. Rank hold BTC as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 2,022 Grayscale Bitcoin Mini Trust ETF shares in Q2 2025, an estimated $73.8K.
  • Guardian Wealth Management (Illinois) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 3 quarters.
  • Guardian Wealth Management (Illinois)'s Grayscale Bitcoin Mini Trust ETF position peaked at $84.7K in Q4 2024.
  • 460 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.