RWB
BTC

RMR Wealth Builders’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

RMR Wealth Builders’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
-7,651
Closed -$387K – 302
2025
Q3 		$387K Buy
7,651
+564
+8% +$28.6K 0.03% 197
2025
Q2 		$338K Buy
+7,087
New +$310K 0.03% 210

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B
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HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RMR Wealth Builders's BTC Position: Q4 2025 in Review

RMR Wealth Builders sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2025, closing a stake of 7,651 shares — an estimated $387K sold.

RMR Wealth Builders first reported a position in BTC in Q2 2025 and held it in 2 quarters. The position peaked at $387K in Q3 2025. 515 funds tracked by Wall St. Rank hold BTC as of Q4 2025.

  • RMR Wealth Builders reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 7,651 Grayscale Bitcoin Mini Trust ETF shares in Q4 2025, an estimated $387K.
  • RMR Wealth Builders first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 2 quarters.
  • RMR Wealth Builders's Grayscale Bitcoin Mini Trust ETF position peaked at $387K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.