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

Williams Jones 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 		– Sell
-7,268
Closed -$205K – 550
2024
Q3 		$205K Buy
+7,268
New +$194K ﹤0.01% 491

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Williams Jones Wealth Management's BTC Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2024, closing a stake of 7,268 shares — an estimated $205K sold.

Williams Jones Wealth Management first reported a position in BTC in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 380 funds tracked by Wall St. Rank hold BTC as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,268 Grayscale Bitcoin Mini Trust ETF shares in Q4 2024, an estimated $205K.
  • Williams Jones Wealth Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 1 quarter.
  • Williams Jones Wealth Management's Grayscale Bitcoin Mini Trust ETF position peaked at $205K in Q3 2024.
  • 380 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.