Fortem Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

Fortem Financial Group’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	$1.12M	Hold	24,657	–	–	0.23%	82
2026 Q1	$1.3M	Hold	24,657	–	–	0.33%	73
2025 Q4	$1.69M	Hold	24,657	–	–	0.45%	59
2025 Q3	$2.21M	Hold	24,657	–	–	0.64%	47
2025 Q2	$2.09M	Sell	24,657 -600	-2%	-$46.7K	0.67%	42
2025 Q1	$1.65M	Buy	25,257 +7	+0%	+$516	0.64%	44
2024 Q4	$1.87M	Buy	25,250 +500	+2%	+$33K	0.72%	35
2024 Q3	$1.25M	Sell	24,750 -2,095	-8%	-$102K	0.51%	56
2024 Q2	$1.29M	Hold	26,845	–	–	0.56%	55
2024 Q1	$1.53M	Buy	+26,845	New	+$1.18M	0.67%	45

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 $104B AUM 28.3% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fortem Financial Group's GBTC Position: Q2 2026 in Review

Fortem Financial Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 24,657 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #82.

Fortem Financial Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21M in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Fortem Financial Group held 24,657 shares of Grayscale Bitcoin Trust worth $1.12M as of Q2 2026.
Fortem Financial Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
Grayscale Bitcoin Trust made up 0.23% of Fortem Financial Group's portfolio in Q2 2026, its #82 holding.
Fortem Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Fortem Financial Group's Grayscale Bitcoin Trust position peaked at $2.21M in Q3 2025.
597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.