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Carolinas Wealth Consulting’s VanEck Bitcoin Trust HODL Stock Holding History

Carolinas Wealth Consulting’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
-143
Closed -$3.33K – 408
2025
Q1 		$3.33K Buy
+143
New +$3.77K ﹤0.01% 678

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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 $1.79B AUM 28.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

Carolinas Wealth Consulting's HODL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of VanEck Bitcoin Trust (HODL) in Q2 2025, closing a stake of 143 shares — an estimated $3.33K sold.

Carolinas Wealth Consulting first reported a position in HODL in Q1 2025 and held it in 1 quarter. The position peaked at $3.33K in Q1 2025. 110 funds tracked by Wall St. Rank hold HODL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining VanEck Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 143 VanEck Bitcoin Trust shares in Q2 2025, an estimated $3.33K.
  • Carolinas Wealth Consulting first reported a position in VanEck Bitcoin Trust in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's VanEck Bitcoin Trust position peaked at $3.33K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.