LWMI
BTC

Legacy Wealth Management (Idaho)’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-293
Closed -$8.79K – 1019
2026
Q1 		$8.79K Buy
293
+10
+4% +$338 ﹤0.01% 516
2025
Q4 		$11K Buy
283
+258
+1,032% +$11.4K 0.01% 413
2025
Q3 		$1.27K Hold
25
– – ﹤0.01% 594
2025
Q2 		$1.19K Buy
25
+20
+400% +$874 ﹤0.01% 581
2025
Q1 		$183 Hold
5
– – ﹤0.01% 773
2024
Q4 		$213 Hold
5
– – ﹤0.01% 712
2024
Q3 		$216 Buy
+5
New +$133 ﹤0.01% 665

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 Management (Idaho)'s BTC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q2 2026, closing a stake of 293 shares — an estimated $8.79K sold.

Legacy Wealth Management (Idaho) first reported a position in BTC in Q3 2024 and held it in 7 quarters. The position peaked at $11K in Q4 2025. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 293 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $8.79K.
  • Legacy Wealth Management (Idaho) first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Grayscale Bitcoin Mini Trust ETF position peaked at $11K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.