AssetMark Inc’s VanEck Bitcoin Trust HODL Stock Holding History

AssetMark Inc’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	$11.6M	Buy	696,070 +69,685	+11%	+$1.41M	0.02%	534
2026 Q1	$12M	Buy	626,385 +22,036	+4%	+$476K	0.02%	458
2025 Q4	$14.9M	Buy	604,349 +282,361	+88%	+$7.99M	0.03%	395
2025 Q3	$10.4M	Buy	321,988 +207,350	+181%	+$6.72M	0.02%	447
2025 Q2	$3.49M	Buy	114,638 +20,951	+22%	+$584K	0.01%	663
2025 Q1	$2.18M	Buy	93,687 +23,759	+34%	+$626K	0.01%	695
2024 Q4	$1.85M	Buy	69,928 +16,236	+30%	+$381K	0.01%	724
2024 Q3	$964K	Sell	53,692 -5,188	-9%	-$89.5K	﹤0.01%	783
2024 Q2	$999K	Buy	58,880 +3,968	+7%	+$73.6K	﹤0.01%	764
2024 Q1	$1.1M	Buy	+54,912	New	+$850K	﹤0.01%	708

Other funds holding HODL

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

AssetMark Inc's HODL Position: Q2 2026 in Review

AssetMark Inc increased its VanEck Bitcoin Trust (HODL) stake by 11% in Q2 2026, buying an estimated $1.41M and bringing the position to 696,070 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #534.

AssetMark Inc first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.9M in Q4 2025. 55 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

AssetMark Inc held 696,070 shares of VanEck Bitcoin Trust worth $11.6M as of Q2 2026.
AssetMark Inc bought 69,685 VanEck Bitcoin Trust shares in Q2 2026, an estimated $1.41M.
VanEck Bitcoin Trust made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #534 holding.
AssetMark Inc first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
AssetMark Inc's VanEck Bitcoin Trust position peaked at $14.9M in Q4 2025.
55 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.