AssetMark Inc
HODL icon

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
Q3 		$17.5M Buy
742,970
+46,900
+7% +$944K 0.03% 422
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IRON Financial
IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc's HODL Position: Q3 2026 in Review

AssetMark Inc increased its VanEck Bitcoin Trust (HODL) stake by 6.7% in Q3 2026, buying an estimated $944K and bringing the position to 742,970 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #422.

AssetMark Inc first reported a position in HODL in Q1 2024 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • AssetMark Inc held 742,970 shares of VanEck Bitcoin Trust worth $17.5M as of Q3 2026.
  • AssetMark Inc bought 46,900 VanEck Bitcoin Trust shares in Q3 2026, an estimated $944K.
  • VanEck Bitcoin Trust made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #422 holding.
  • AssetMark Inc first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.