KSWA
BTC

Kathleen S. Wright Associates’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kathleen S. Wright Associates’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 		$31.1K Hold
615
– – 0.01% 170
2025
Q2 		$29.4K Hold
615
– – 0.01% 176
2025
Q1 		$22.4K Buy
615
+485
+373% +$20K 0.01% 184
2024
Q4 		$5.44K Sell
130
-89
-41% -$3.28K ﹤0.01% 236
2024
Q3 		$6.17K Buy
+219
New +$5.84K ﹤0.01% 262

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Kathleen S. Wright Associates's BTC Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2025 at 615 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #170.

Kathleen S. Wright Associates first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Kathleen S. Wright Associates held 615 shares of Grayscale Bitcoin Mini Trust ETF worth $31.1K as of Q3 2025.
  • Kathleen S. Wright Associates left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2025.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #170 holding.
  • Kathleen S. Wright Associates first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
  • 497 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.