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Go Invest LLC’s VanEck Bitcoin Trust HODL Stock Holding History

Go Invest LLC’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 		$10.3K Buy
621
+18
+3% +$365 ﹤0.01% 75
2026
Q1 		$11.6K Buy
603
+60
+11% +$1.3K ﹤0.01% 65
2025
Q4 		$13.4K Buy
+543
New +$15.4K ﹤0.01% 62

Other funds holding HODL

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AC
Addison Capital Conshohocken, Pennsylvania $610M AUM 17.84% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Go Invest LLC's HODL Position: Q2 2026 in Review

Go Invest LLC increased its VanEck Bitcoin Trust (HODL) stake by 3% in Q2 2026, buying an estimated $365 and bringing the position to 621 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #75.

Go Invest LLC first reported a position in HODL in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.4K in Q4 2025. 69 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Go Invest LLC held 621 shares of VanEck Bitcoin Trust worth $10.3K as of Q2 2026.
  • Go Invest LLC bought 18 VanEck Bitcoin Trust shares in Q2 2026, an estimated $365.
  • VanEck Bitcoin Trust made up ﹤0.01% of Go Invest LLC's portfolio in Q2 2026, its #75 holding.
  • Go Invest LLC first reported a position in VanEck Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's VanEck Bitcoin Trust position peaked at $13.4K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.