Legacy Wealth Management (Idaho)’s CoinShares ETF Trust CoinShares Bitcoin Mining ETF WGMI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio WGMI Stock Details WGMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24	Closed	-$1.06K	–	973
2025 Q3	$1.06K	Hold	24	–	–	﹤0.01%	615
2025 Q2	$546	Hold	24	–	–	﹤0.01%	647
2025 Q1	$307	Hold	24	–	–	﹤0.01%	740
2024 Q4	$556	Buy	+24	New	+$582	﹤0.01%	652

Other funds holding WGMI

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WGMI Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of CoinShares ETF Trust CoinShares Bitcoin Mining ETF (WGMI) in Q4 2025, closing a stake of 24 shares — an estimated $1.06K sold.

Legacy Wealth Management (Idaho) first reported a position in WGMI in Q4 2024 and held it in 4 quarters. The position peaked at $1.06K in Q3 2025. 50 funds tracked by Wall St. Rank hold WGMI as of Q4 2025.

Legacy Wealth Management (Idaho) reported no remaining CoinShares ETF Trust CoinShares Bitcoin Mining ETF position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 24 CoinShares ETF Trust CoinShares Bitcoin Mining ETF shares in Q4 2025, an estimated $1.06K.
Legacy Wealth Management (Idaho) first reported a position in CoinShares ETF Trust CoinShares Bitcoin Mining ETF in Q4 2024 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s CoinShares ETF Trust CoinShares Bitcoin Mining ETF position peaked at $1.06K in Q3 2025.
50 funds tracked by Wall St. Rank held CoinShares ETF Trust CoinShares Bitcoin Mining ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.