AWE
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Avidian Wealth Enterprises’s VanEck Bitcoin Trust HODL Stock Holding History

Avidian Wealth Enterprises’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 		$531K Sell
22,482
-5,319
-19% -$107K 0.01% 465
2026
Q2 		$462K Buy
27,801
+13,773
+98% +$280K 0.01% 494
2026
Q1 		$269K Buy
+14,028
New +$303K 0.01% 561
2025
Q2 		– Sell
-17,879
Closed -$417K – 564
2025
Q1 		$417K Buy
+17,879
New +$471K 0.02% 347

Other funds holding HODL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Avidian Wealth Enterprises's HODL Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its VanEck Bitcoin Trust (HODL) stake by 19% in Q3 2026, selling an estimated $107K and leaving 22,482 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #465.

Avidian Wealth Enterprises first reported a position in HODL in Q1 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Avidian Wealth Enterprises held 22,482 shares of VanEck Bitcoin Trust worth $531K as of Q3 2026.
  • Avidian Wealth Enterprises sold 5,319 VanEck Bitcoin Trust shares in Q3 2026, an estimated $107K.
  • VanEck Bitcoin Trust made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #465 holding.
  • Avidian Wealth Enterprises first reported a position in VanEck Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.