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Lighthouse Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Lighthouse Wealth 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
Q3 		$271K Buy
+4,192
New +$231K 0.16% 44
2026
Q2 		– Sell
-4,271
Closed -$225K – 48
2026
Q1 		$225K Buy
+4,271
New +$254K 0.15% 42

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LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PCA
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KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Lighthouse Wealth Management's GBTC Position: Q3 2026 in Review

Lighthouse Wealth Management opened a new position in Grayscale Bitcoin Trust (GBTC) in Q3 2026: 4,192 shares worth $271K. The stake represents 0.16% of the portfolio and ranks #44 among its holdings. This is a return to the name: Lighthouse Wealth Management previously reported a position in GBTC as recently as Q1 2026.

Lighthouse Wealth Management first reported a position in GBTC in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

  • Lighthouse Wealth Management held 4,192 shares of Grayscale Bitcoin Trust worth $271K as of Q3 2026.
  • Grayscale Bitcoin Trust was a new Lighthouse Wealth Management position in Q3 2026.
  • Grayscale Bitcoin Trust made up 0.16% of Lighthouse Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Lighthouse Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Lighthouse Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.