GI
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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
Q3 		$15.8M Sell
666,950
-255,424
-28% -$5.14M 0.23% 141
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gradient Investments's HODL Position: Q3 2026 in Review

Gradient Investments reduced its VanEck Bitcoin Trust (HODL) stake by 28% in Q3 2026, selling an estimated $5.14M and leaving 666,950 shares worth $15.8M. The position accounts for 0.23% of the portfolio, ranked #141.

Gradient Investments first reported a position in HODL in Q3 2024 and has held it in 9 quarters since. 9 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Gradient Investments held 666,950 shares of VanEck Bitcoin Trust worth $15.8M as of Q3 2026.
  • Gradient Investments sold 255,424 VanEck Bitcoin Trust shares in Q3 2026, an estimated $5.14M.
  • VanEck Bitcoin Trust made up 0.23% of Gradient Investments's portfolio in Q3 2026, its #141 holding.
  • Gradient Investments first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
  • 9 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.