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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 $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Integrated Wealth Concepts's HODL Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of VanEck Bitcoin Trust (HODL) in Q1 2026, closing a stake of 8,300 shares — an estimated $205K sold.

Integrated Wealth Concepts first reported a position in HODL in Q4 2024 and held it in 5 quarters. The position peaked at $306K in Q3 2025. 130 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining VanEck Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,300 VanEck Bitcoin Trust shares in Q1 2026, an estimated $205K.
  • Integrated Wealth Concepts first reported a position in VanEck Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Integrated Wealth Concepts's VanEck Bitcoin Trust position peaked at $306K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.