Iams Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Iams Wealth Management’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	$228K	Sell	13,714 -948	-6%	-$19.2K	0.07%	177
2026 Q1	$281K	Hold	14,662	–	–	0.1%	171
2025 Q4	$363K	Sell	14,662 -1,702	-10%	-$48.2K	0.13%	147
2025 Q3	$530K	Hold	16,364	–	–	0.21%	117
2025 Q2	$499K	Buy	16,364 +215	+1%	+$6K	0.23%	113
2025 Q1	$376K	Buy	16,149 +3,385	+27%	+$89.2K	0.17%	127
2024 Q4	$337K	Buy	+12,764	New	+$300K	0.15%	124

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Iams Wealth Management's HODL Position: Q2 2026 in Review

Iams Wealth Management reduced its VanEck Bitcoin Trust (HODL) stake by 6.5% in Q2 2026, selling an estimated $19.2K and leaving 13,714 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #177.

Iams Wealth Management first reported a position in HODL in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Iams Wealth Management held 13,714 shares of VanEck Bitcoin Trust worth $228K as of Q2 2026.
Iams Wealth Management sold 948 VanEck Bitcoin Trust shares in Q2 2026, an estimated $19.2K.
VanEck Bitcoin Trust made up 0.07% of Iams Wealth Management's portfolio in Q2 2026, its #177 holding.
Iams Wealth Management first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Iams Wealth Management's VanEck Bitcoin Trust position peaked at $530K in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.