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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 $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
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

IronOak Wealth's HODL Position: Q2 2025 in Review

IronOak Wealth opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2025: 76,166 shares worth $2.32M. The stake represents 2.26% of the portfolio and ranks #12 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in HODL as recently as Q4 2024.

IronOak Wealth first reported a position in HODL in Q4 2024 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold HODL as of Q2 2025.

  • IronOak Wealth held 76,166 shares of VanEck Bitcoin Trust worth $2.32M as of Q2 2025.
  • VanEck Bitcoin Trust was a new IronOak Wealth position in Q2 2025.
  • VanEck Bitcoin Trust made up 2.26% of IronOak Wealth's portfolio in Q2 2025, its #12 holding.
  • IronOak Wealth first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.