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

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return