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 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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Legacy Wealth Asset Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 0.56% in Q2 2026, selling an estimated $17.3K and leaving 55,149 shares worth $2.51M. The position accounts for 0.55% of the portfolio, ranked #35.

Legacy Wealth Asset Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.61M in Q1 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Legacy Wealth Asset Management held 55,149 shares of Grayscale Bitcoin Trust worth $2.51M as of Q2 2026.
Legacy Wealth Asset Management sold 311 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $17.3K.
Grayscale Bitcoin Trust made up 0.55% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #35 holding.
Legacy Wealth Asset Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Legacy Wealth Asset Management's Grayscale Bitcoin Trust position peaked at $6.61M in Q1 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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