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Forum Financial Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-2,546
Closed -$229K – 1031
2025
Q3 		$229K Sell
2,546
-1,050
-29% -$94.5K ﹤0.01% 893
2025
Q2 		$305K Sell
3,596
-15
-0.4% -$1.17K ﹤0.01% 661
2025
Q1 		$235K Sell
3,611
-385
-10% -$28.4K ﹤0.01% 726
2024
Q4 		$296K Sell
3,996
-1,405
-26% -$92.6K ﹤0.01% 627
2024
Q3 		$273K Sell
5,401
-571
-10% -$27.8K ﹤0.01% 565
2024
Q2 		$287K Sell
5,972
-1,827
-23% -$96.2K 0.01% 498
2024
Q1 		$445K Buy
+7,799
New +$343K 0.01% 364

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GWM
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Susquehanna International Group
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ML
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MRI
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Wealthfront Advisers
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ECM
EagleClaw Capital Management Boston, Massachusetts $714M AUM 24.24% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return