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FRG Family Wealth Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

FRG Family 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
2026
Q1 		$406K Sell
21,168
-1,740
-8% -$37.6K 0.07% 120
2025
Q4 		$567K Hold
22,908
– – 0.09% 107
2025
Q3 		$742K Sell
22,908
-6
-0% -$194 0.12% 100
2025
Q2 		$698K Sell
22,914
-952
-4% -$26.6K 0.12% 93
2025
Q1 		$556K Buy
+23,866
New +$629K 0.11% 100

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FRG Family Wealth Advisors's HODL Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its VanEck Bitcoin Trust (HODL) stake by 7.6% in Q1 2026, selling an estimated $37.6K and leaving 21,168 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #120.

FRG Family Wealth Advisors first reported a position in HODL in Q1 2025 and has held it in 5 quarters since. The position peaked at $742K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • FRG Family Wealth Advisors held 21,168 shares of VanEck Bitcoin Trust worth $406K as of Q1 2026.
  • FRG Family Wealth Advisors sold 1,740 VanEck Bitcoin Trust shares in Q1 2026, an estimated $37.6K.
  • VanEck Bitcoin Trust made up 0.07% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #120 holding.
  • FRG Family Wealth Advisors first reported a position in VanEck Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • FRG Family Wealth Advisors's VanEck Bitcoin Trust position peaked at $742K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.