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Legacy Investment Solutions’s Grayscale Bitcoin Trust GBTC Stock Holding History

Legacy Investment Solutions’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$181K Buy
+2,129
New +$166K 0.09% 76
2024
Q4 		$148K Buy
1,955
+720
+58% +$47.5K 0.09% 77
2024
Q3 		$88.1K Buy
+1,235
New +$60.1K 0.05% 90

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MCM
Multicoin Capital Management Austin, Texas $75.9M AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Legacy Investment Solutions's GBTC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Grayscale Bitcoin Trust (GBTC) in Q2 2025: 2,129 shares worth $181K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GBTC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GBTC in Q3 2024 and has held it in 3 quarters since. 762 funds tracked by Wall St. Rank hold GBTC as of Q2 2025.

  • Legacy Investment Solutions held 2,129 shares of Grayscale Bitcoin Trust worth $181K as of Q2 2025.
  • Grayscale Bitcoin Trust was a new Legacy Investment Solutions position in Q2 2025.
  • Grayscale Bitcoin Trust made up 0.09% of Legacy Investment Solutions's portfolio in Q2 2025, its #76 holding.
  • Legacy Investment Solutions first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 3 quarters since.
  • 762 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.