SWM
BTC

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

Sugarloaf 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
2024
Q4 		$1.26K Buy
+30
New +$1.1K ﹤0.01% 642

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return

Sugarloaf Wealth Management's BTC Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2024: 30 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

377 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • Sugarloaf Wealth Management held 30 shares of Grayscale Bitcoin Mini Trust ETF worth $1.26K as of Q4 2024.
  • Grayscale Bitcoin Mini Trust ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #642 holding.
  • 377 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.