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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
Q3 		$493K Sell
13,332
-1,551
-10% -$48.8K 0.11% 264
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

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

Legacy Wealth Asset Management's BTC Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 10% in Q3 2026, selling an estimated $48.8K and leaving 13,332 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #264.

Legacy Wealth Asset Management first reported a position in BTC in Q3 2024 and has held it in 9 quarters since. The position peaked at $886K in Q3 2025. 27 funds tracked by Wall St. Rank hold BTC as of Q3 2026.

  • Legacy Wealth Asset Management held 13,332 shares of Grayscale Bitcoin Mini Trust ETF worth $493K as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,551 Grayscale Bitcoin Mini Trust ETF shares in Q3 2026, an estimated $48.8K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.11% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #264 holding.
  • Legacy Wealth Asset Management first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 9 quarters since.
  • Legacy Wealth Asset Management's Grayscale Bitcoin Mini Trust ETF position peaked at $886K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.