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Castleview Partners’s VanEck Bitcoin Trust HODL Stock Holding History

Castleview Partners’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
-31,767
Closed -$740K – 178
2025
Q1 		$740K Buy
+31,767
New +$837K 0.5% 52

Other funds holding HODL

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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

Castleview Partners's HODL Position: Q2 2025 in Review

Castleview Partners sold out of VanEck Bitcoin Trust (HODL) in Q2 2025, closing a stake of 31,767 shares — an estimated $740K sold.

Castleview Partners first reported a position in HODL in Q1 2025 and held it in 1 quarter. The position peaked at $740K in Q1 2025. 110 funds tracked by Wall St. Rank hold HODL as of Q2 2025.

  • Castleview Partners reported no remaining VanEck Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Castleview Partners sold 31,767 VanEck Bitcoin Trust shares in Q2 2025, an estimated $740K.
  • Castleview Partners first reported a position in VanEck Bitcoin Trust in Q1 2025 and held it in 1 quarter.
  • Castleview Partners's VanEck Bitcoin Trust position peaked at $740K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.