Gradient Investments’s VanEck Bitcoin Trust HODL Stock Holding History

Gradient Investments’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 Q2	$15.3M	Buy	922,374 +297,606	+48%	+$6.04M	0.21%	135
2026 Q1	$12M	Buy	624,768 +69,320	+12%	+$1.5M	0.19%	149
2025 Q4	$13.7M	Buy	555,448 +108,509	+24%	+$3.07M	0.22%	137
2025 Q3	$14.5M	Buy	446,939 +99,031	+28%	+$3.21M	0.24%	120
2025 Q2	$10.6M	Buy	347,908 +43,892	+14%	+$1.22M	0.19%	143
2025 Q1	$7.09M	Buy	304,016 +80,596	+36%	+$2.12M	0.14%	147
2024 Q4	$5.9M	Buy	223,420 +29,984	+16%	+$704K	0.12%	143
2024 Q3	$3.47M	Buy	+193,436	New	+$3.34M	0.07%	152

Other funds holding HODL

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gradient Investments's HODL Position: Q2 2026 in Review

Gradient Investments increased its VanEck Bitcoin Trust (HODL) stake by 48% in Q2 2026, buying an estimated $6.04M and bringing the position to 922,374 shares worth $15.3M. The position accounts for 0.21% of the portfolio, ranked #135.

Gradient Investments first reported a position in HODL in Q3 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Gradient Investments held 922,374 shares of VanEck Bitcoin Trust worth $15.3M as of Q2 2026.
Gradient Investments bought 297,606 VanEck Bitcoin Trust shares in Q2 2026, an estimated $6.04M.
VanEck Bitcoin Trust made up 0.21% of Gradient Investments's portfolio in Q2 2026, its #135 holding.
Gradient Investments first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.