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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
Q2 		– Sell
-4,385
Closed -$231K – 168
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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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

LMG Wealth Partners's GBTC Position: Q2 2026 in Review

LMG Wealth Partners sold out of Grayscale Bitcoin Trust (GBTC) in Q2 2026, closing a stake of 4,385 shares — an estimated $231K sold.

LMG Wealth Partners first reported a position in GBTC in Q1 2025 and held it in 5 quarters. The position peaked at $496K in Q1 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • LMG Wealth Partners reported no remaining Grayscale Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • LMG Wealth Partners sold 4,385 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $231K.
  • LMG Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • LMG Wealth Partners's Grayscale Bitcoin Trust position peaked at $496K in Q1 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.