Bear Mountain Capital’s Grayscale Bitcoin Trust GBTC Stock Holding History

Bear Mountain Capital’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	$40.8K	Buy	648 +3	+0.5%	+$165	0.01%	68
2026 Q2	$32.3K	Buy	645 +2	+0.3%	+$112	0.01%	71
2026 Q1	$38.1K	Buy	643 +3	+0.5%	+$179	0.01%	67
2025 Q4	$47.6K	Buy	640 +3	+0.5%	+$235	0.02%	67
2025 Q3	$55.9K	Buy	637 +111	+21%	+$10K	0.02%	65
2025 Q2	$48.5K	Buy	526 +1	+0.2%	+$78	0.02%	67
2025 Q1	$39.5K	Hold	525	–	–	0.02%	70
2024 Q4	$43K	Buy	525 +325	+163%	+$21.4K	0.02%	64
2024 Q3	$10.7K	Sell	200 -21	-10%	-$1.02K	﹤0.01%	90
2024 Q2	$10.2K	Hold	221	–	–	﹤0.01%	101
2024 Q1	$10.9K	Buy	+221	New	+$9.7K	﹤0.01%	110

Other funds holding GBTC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $753M AUM 20.19% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Bear Mountain Capital's GBTC Position: Q3 2026 in Review

Bear Mountain Capital increased its Grayscale Bitcoin Trust (GBTC) stake by 0.47% in Q3 2026, buying an estimated $165 and bringing the position to 648 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #68.

Bear Mountain Capital first reported a position in GBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $55.9K in Q3 2025. 462 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Bear Mountain Capital held 648 shares of Grayscale Bitcoin Trust worth $40.8K as of Q3 2026.
Bear Mountain Capital bought 3 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $165.
Grayscale Bitcoin Trust made up 0.01% of Bear Mountain Capital's portfolio in Q3 2026, its #68 holding.
Bear Mountain Capital first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
Bear Mountain Capital's Grayscale Bitcoin Trust position peaked at $55.9K in Q3 2025.
462 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

Based on Bear Mountain Capital's 13F filing for Q3 2026, filed 4 Nov 2026.