IronOak Wealth’s VanEck Bitcoin Trust HODL Stock Holding History

IronOak Wealth’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
2025 Q2	$2.32M	Buy	+76,166	New	+$2.12M	2.26%	12
2024 Q4	$2M	Buy	+75,504	New	+$1.77M	2.23%	17

Other funds holding HODL

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Hunting Hill Global Capital New York $83.8M AUM 17.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return