WGC
BTC

Watts Gwilliam & Co’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Watts Gwilliam & Co’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 		$405K Hold
8,000
– – 0.07% 154
2025
Q2 		$416K Hold
8,000
– – 0.07% 148
2025
Q1 		$292K Sell
8,000
-353
-4% -$14.6K 0.06% 164
2024
Q4 		$357K Hold
8,353
– – 0.08% 152
2024
Q3 		$231K Buy
+8,353
New +$223K 0.05% 178

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

Watts Gwilliam & Co's BTC Position: Q3 2025 in Review

Watts Gwilliam & Co held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q3 2025 at 8,000 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #154.

Watts Gwilliam & Co first reported a position in BTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $416K in Q2 2025. 497 funds tracked by Wall St. Rank hold BTC as of Q3 2025.

  • Watts Gwilliam & Co held 8,000 shares of Grayscale Bitcoin Mini Trust ETF worth $405K as of Q3 2025.
  • Watts Gwilliam & Co left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q3 2025.
  • Grayscale Bitcoin Mini Trust ETF made up 0.07% of Watts Gwilliam & Co's portfolio in Q3 2025, its #154 holding.
  • Watts Gwilliam & Co first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Grayscale Bitcoin Mini Trust ETF position peaked at $416K in Q2 2025.
  • 497 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.