SAM
BTC icon

Secure Asset Management’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Secure Asset 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
-8,395
Closed -$401K – 343
2025
Q2 		$401K Buy
+8,395
New +$367K 0.07% 215

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wells Fargo
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
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

Secure Asset Management's BTC Position: Q3 2025 in Review

Secure Asset Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q3 2025, closing a stake of 8,395 shares — an estimated $401K sold.

Secure Asset Management first reported a position in BTC in Q2 2025 and held it in 1 quarter. The position peaked at $401K in Q2 2025. 500 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Secure Asset Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q3 2025 after selling out during the quarter.
  • Secure Asset Management sold 8,395 Grayscale Bitcoin Mini Trust ETF shares in Q3 2025, an estimated $401K.
  • Secure Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 1 quarter.
  • Secure Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $401K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Secure Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.