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
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

VanEck Associates
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
TI
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
GI
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Avidian Wealth Enterprises's HODL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its VanEck Bitcoin Trust (HODL) stake by 98% in Q2 2026, buying an estimated $280K and bringing the position to 27,801 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #494.

Avidian Wealth Enterprises first reported a position in HODL in Q1 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Avidian Wealth Enterprises held 27,801 shares of VanEck Bitcoin Trust worth $462K as of Q2 2026.
  • Avidian Wealth Enterprises bought 13,773 VanEck Bitcoin Trust shares in Q2 2026, an estimated $280K.
  • VanEck Bitcoin Trust made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #494 holding.
  • Avidian Wealth Enterprises first reported a position in VanEck Bitcoin Trust in Q1 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.