LWAM
BTC

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

Legacy Wealth 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
2026
Q2 		$386K Sell
14,883
-127
-0.8% -$4.03K 0.08% 291
2026
Q1 		$450K Sell
15,010
-336
-2% -$11.4K 0.11% 273
2025
Q4 		$594K Sell
15,346
-2,160
-12% -$95.7K 0.15% 229
2025
Q3 		$886K Sell
17,506
-265
-1% -$13.4K 0.22% 128
2025
Q2 		$849K Sell
17,771
-425
-2% -$18.6K 0.22% 118
2025
Q1 		$664K Sell
18,196
-96
-0.5% -$3.96K 0.18% 175
2024
Q4 		$766K Sell
18,292
-681
-4% -$25.1K 0.21% 131
2024
Q3 		$534K Buy
+18,973
New +$506K 0.14% 235

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Legacy Wealth Asset Management's BTC Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 0.85% in Q2 2026, selling an estimated $4.03K and leaving 14,883 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #291.

Legacy Wealth Asset Management first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $886K in Q3 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Legacy Wealth Asset Management held 14,883 shares of Grayscale Bitcoin Mini Trust ETF worth $386K as of Q2 2026.
  • Legacy Wealth Asset Management sold 127 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $4.03K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.08% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #291 holding.
  • Legacy Wealth Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • Legacy Wealth Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $886K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.