LWMI
GBTC icon

Legacy Wealth Management (Idaho)’s Grayscale Bitcoin Trust GBTC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-700
Closed -$36.9K – 482
2026
Q1 		$36.9K Sell
700
-129
-16% -$7.68K 0.02% 311
2025
Q4 		$56.7K Sell
829
-1,661
-67% -$130K 0.03% 200
2025
Q3 		$224K Buy
2,490
+361
+17% +$32.5K 0.1% 89
2025
Q2 		$181K Buy
2,129
+315
+17% +$24.5K 0.09% 76
2025
Q1 		$118K Sell
1,814
-141
-7% -$10.4K 0.08% 94
2024
Q4 		$148K Buy
1,955
+720
+58% +$47.5K 0.09% 77
2024
Q3 		$88.1K Buy
+1,235
New +$60.1K 0.05% 90

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GBTC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 700 shares — an estimated $36.9K sold.

Legacy Wealth Management (Idaho) first reported a position in GBTC in Q3 2024 and held it in 7 quarters. The position peaked at $224K in Q3 2025. 603 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 700 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $36.9K.
  • Legacy Wealth Management (Idaho) first reported a position in Grayscale Bitcoin Trust in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Grayscale Bitcoin Trust position peaked at $224K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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