Leo Wealth LLC’s Grayscale Bitcoin Trust GBTC Stock Holding History

Leo Wealth LLC’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 Q1	$418K	Buy	7,916 +884	+13%	+$52.6K	0.03%	292
2025 Q4	$481K	Buy	7,032 +1,536	+28%	+$120K	0.03%	270
2025 Q3	$493K	Sell	5,496 -1,953	-26%	-$176K	0.06%	179
2025 Q2	$632K	Buy	7,449 +1,411	+23%	+$110K	0.05%	209
2025 Q1	$393K	Sell	6,038 -3,782	-39%	-$279K	0.06%	191
2024 Q4	$727K	Sell	9,820 -668	-6%	-$44K	0.07%	189
2024 Q3	$530K	Sell	10,488 -1,160	-10%	-$56.5K	0.05%	216
2024 Q2	$565K	Sell	11,648 -10	-0.1%	-$527	0.06%	205
2024 Q1	$664K	Buy	+11,658	New	+$513K	0.07%	185

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

MSRH LLC New York $113M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Leo Wealth LLC's GBTC Position: Q1 2026 in Review

Leo Wealth LLC increased its Grayscale Bitcoin Trust (GBTC) stake by 13% in Q1 2026, buying an estimated $52.6K and bringing the position to 7,916 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #292.

Leo Wealth LLC first reported a position in GBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $727K in Q4 2024. 653 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

Leo Wealth LLC held 7,916 shares of Grayscale Bitcoin Trust worth $418K as of Q1 2026.
Leo Wealth LLC bought 884 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $52.6K.
Grayscale Bitcoin Trust made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #292 holding.
Leo Wealth LLC first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Leo Wealth LLC's Grayscale Bitcoin Trust position peaked at $727K in Q4 2024.
653 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.