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B. Riley Wealth Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-9,714
Closed -$226K – 1194
2025
Q1 		$226K Buy
+9,714
New +$256K 0.01% 1101

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
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

B. Riley Wealth Advisors's HODL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of VanEck Bitcoin Trust (HODL) in Q2 2025, closing a stake of 9,714 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in HODL in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 110 funds tracked by Wall St. Rank hold HODL as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining VanEck Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,714 VanEck Bitcoin Trust shares in Q2 2025, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in VanEck Bitcoin Trust in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's VanEck Bitcoin Trust position peaked at $226K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.