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LMG Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

LMG Wealth Partners’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 		$231K Buy
4,385
+142
+3% +$8.46K 0.04% 145
2025
Q4 		$290K Buy
4,243
+81
+2% +$6.35K 0.05% 130
2025
Q3 		$374K Sell
4,162
-73
-2% -$6.57K 0.07% 120
2025
Q2 		$359K Sell
4,235
-3,376
-44% -$263K 0.07% 112
2025
Q1 		$496K Buy
+7,611
New +$561K 0.11% 96

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

LMG Wealth Partners's GBTC Position: Q1 2026 in Review

LMG Wealth Partners increased its Grayscale Bitcoin Trust (GBTC) stake by 3.3% in Q1 2026, buying an estimated $8.46K and bringing the position to 4,385 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #145.

LMG Wealth Partners first reported a position in GBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $496K in Q1 2025. 650 funds tracked by Wall St. Rank hold GBTC as of Q1 2026.

  • LMG Wealth Partners held 4,385 shares of Grayscale Bitcoin Trust worth $231K as of Q1 2026.
  • LMG Wealth Partners bought 142 Grayscale Bitcoin Trust shares in Q1 2026, an estimated $8.46K.
  • Grayscale Bitcoin Trust made up 0.04% of LMG Wealth Partners's portfolio in Q1 2026, its #145 holding.
  • LMG Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • LMG Wealth Partners's Grayscale Bitcoin Trust position peaked at $496K in Q1 2025.
  • 650 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.