Accurate Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Accurate Wealth Management’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$965K	Buy	53,363 +11,518	+28%	+$234K	0.09%	229
2026 Q1	$868K	Buy	41,845 +11,016	+36%	+$238K	0.1%	213
2025 Q4	$787K	Sell	30,829 -1,046	-3%	-$29.6K	0.1%	214
2025 Q3	$1.02M	Buy	31,875 +10,304	+48%	+$334K	0.14%	161
2025 Q2	$693K	Buy	21,571 +11,241	+109%	+$314K	0.11%	206
2025 Q1	$245K	Buy	+10,330	New	+$272K	0.05%	335

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Accurate Wealth Management's HODL Position: Q2 2026 in Review

Accurate Wealth Management increased its VanEck Bitcoin Trust (HODL) stake by 28% in Q2 2026, buying an estimated $234K and bringing the position to 53,363 shares worth $965K. The position accounts for 0.09% of the portfolio, ranked #229.

Accurate Wealth Management first reported a position in HODL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Accurate Wealth Management held 53,363 shares of VanEck Bitcoin Trust worth $965K as of Q2 2026.
Accurate Wealth Management bought 11,518 VanEck Bitcoin Trust shares in Q2 2026, an estimated $234K.
VanEck Bitcoin Trust made up 0.09% of Accurate Wealth Management's portfolio in Q2 2026, its #229 holding.
Accurate Wealth Management first reported a position in VanEck Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
Accurate Wealth Management's VanEck Bitcoin Trust position peaked at $1.02M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.