IWC
HODL icon

Integrated Wealth Concepts’s VanEck Bitcoin Trust HODL Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-8,300
Closed -$205K – 2305
2025
Q4 		$205K Sell
8,300
-1,164
-12% -$32.9K ﹤0.01% 1513
2025
Q3 		$306K Hold
9,464
– – ﹤0.01% 1620
2025
Q2 		$288K Buy
9,464
+214
+2% +$5.97K ﹤0.01% 1569
2025
Q1 		$216K Sell
9,250
-470
-5% -$12.4K ﹤0.01% 1581
2024
Q4 		$257K Buy
+9,720
New +$228K ﹤0.01% 1458

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 $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B 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