Eagle Global Advisors
HODL icon

Eagle Global Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

Eagle Global 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
2026
Q3 		$907K Hold
38,400
– – 0.03% 181
2026
Q2 		$638K Hold
38,400
– – 0.02% 193
2026
Q1 		$736K Buy
38,400
+7,900
+26% +$171K 0.03% 180
2025
Q4 		$754K Buy
30,500
+6,200
+26% +$176K 0.03% 187
2025
Q3 		$787K Buy
24,300
+6,700
+38% +$217K 0.03% 179
2025
Q2 		$536K Hold
17,600
– – 0.02% 189
2025
Q1 		$410K Hold
17,600
– – 0.02% 212
2024
Q4 		$465K Buy
+17,600
New +$413K 0.02% 200

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Eagle Global Advisors's HODL Position: Q3 2026 in Review

Eagle Global Advisors held its VanEck Bitcoin Trust (HODL) position steady in Q3 2026 at 38,400 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #181.

Eagle Global Advisors first reported a position in HODL in Q4 2024 and has held it in 8 quarters since. 72 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Eagle Global Advisors held 38,400 shares of VanEck Bitcoin Trust worth $907K as of Q3 2026.
  • Eagle Global Advisors left its VanEck Bitcoin Trust share count unchanged in Q3 2026.
  • VanEck Bitcoin Trust made up 0.03% of Eagle Global Advisors's portfolio in Q3 2026, its #181 holding.
  • Eagle Global Advisors first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 72 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

Based on Eagle Global Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.