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IRON Financial’s VanEck Bitcoin Trust HODL Stock Holding History

IRON Financial’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 		$424K Buy
25,505
+826
+3% +$16.8K 0.17% 79
2026
Q1 		$473K Buy
24,679
+1,418
+6% +$30.6K 0.21% 75
2025
Q4 		$575K Hold
23,261
– – 0.26% 68
2025
Q3 		$753K Buy
23,261
+906
+4% +$29.4K 0.36% 57
2025
Q2 		$681K Buy
22,355
+10,401
+87% +$290K 0.35% 52
2025
Q1 		$279K Buy
11,954
+22
+0.2% +$580 0.16% 79
2024
Q4 		$315K Buy
+11,932
New +$280K 0.18% 74

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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

IRON Financial's HODL Position: Q2 2026 in Review

IRON Financial increased its VanEck Bitcoin Trust (HODL) stake by 3.3% in Q2 2026, buying an estimated $16.8K and bringing the position to 25,505 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #79.

IRON Financial first reported a position in HODL in Q4 2024 and has held it in 7 quarters since. The position peaked at $753K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • IRON Financial held 25,505 shares of VanEck Bitcoin Trust worth $424K as of Q2 2026.
  • IRON Financial bought 826 VanEck Bitcoin Trust shares in Q2 2026, an estimated $16.8K.
  • VanEck Bitcoin Trust made up 0.17% of IRON Financial's portfolio in Q2 2026, its #79 holding.
  • IRON Financial first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • IRON Financial's VanEck Bitcoin Trust position peaked at $753K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.