Legacy Wealth Asset Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Legacy Wealth Asset Management’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
2026 Q3	$3.51M	Sell	54,395 -754	-1%	-$41.5K	0.77%	20
2026 Q2	$2.51M	Sell	55,149 -311	-0.6%	-$17.3K	0.55%	35
2026 Q1	$2.93M	Sell	55,460 -849	-2%	-$50.6K	0.71%	18
2025 Q4	$3.85M	Sell	56,309 -7,524	-12%	-$590K	0.95%	12
2025 Q3	$5.73M	Sell	63,833 -634	-1%	-$57.1K	1.39%	7
2025 Q2	$5.47M	Sell	64,467 -3,226	-5%	-$251K	1.39%	9
2025 Q1	$4.41M	Sell	67,693 -4,056	-6%	-$299K	1.22%	8
2024 Q4	$5.31M	Sell	71,749 -20,423	-22%	-$1.35M	1.45%	6
2024 Q3	$4.65M	Sell	92,172 -12,839	-12%	-$625K	1.25%	9
2024 Q2	$5.05M	Sell	105,011 -10,897	-9%	-$574K	1.42%	7
2024 Q1	$6.61M	Buy	+115,908	New	+$5.1M	1.84%	4

Other funds holding GBTC

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

HCM

Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Legacy Wealth Asset Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 1.4% in Q3 2026, selling an estimated $41.5K and leaving 54,395 shares worth $3.51M. The position accounts for 0.77% of the portfolio, ranked #20.

Legacy Wealth Asset Management first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.61M in Q1 2024. 31 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Legacy Wealth Asset Management held 54,395 shares of Grayscale Bitcoin Trust worth $3.51M as of Q3 2026.
Legacy Wealth Asset Management sold 754 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $41.5K.
Grayscale Bitcoin Trust made up 0.77% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #20 holding.
Legacy Wealth Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Legacy Wealth Asset Management's Grayscale Bitcoin Trust position peaked at $6.61M in Q1 2024.
31 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

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