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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

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ML
MSRH LLC New York $113M AUM
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Forum Financial Management's GBTC Position: Q4 2025 in Review

Forum Financial Management sold out of Grayscale Bitcoin Trust (GBTC) in Q4 2025, closing a stake of 2,546 shares — an estimated $229K sold.

Forum Financial Management first reported a position in GBTC in Q1 2024 and held it in 7 quarters. The position peaked at $445K in Q1 2024. 740 funds tracked by Wall St. Rank hold GBTC as of Q4 2025.

  • Forum Financial Management reported no remaining Grayscale Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,546 Grayscale Bitcoin Trust shares in Q4 2025, an estimated $229K.
  • Forum Financial Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 7 quarters.
  • Forum Financial Management's Grayscale Bitcoin Trust position peaked at $445K in Q1 2024.
  • 740 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.