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Mason & Associates (California)’s VanEck Bitcoin Trust HODL Stock Holding History

Mason & Associates (California)’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 		$642K Buy
38,637
+1,212
+3% +$24.6K 0.1% 105
2026
Q1 		$704K Buy
+37,425
New +$808K 0.14% 93

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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mason & Associates (California)'s HODL Position: Q2 2026 in Review

Mason & Associates (California) increased its VanEck Bitcoin Trust (HODL) stake by 3.2% in Q2 2026, buying an estimated $24.6K and bringing the position to 38,637 shares worth $642K. The position accounts for 0.1% of the portfolio, ranked #105.

Mason & Associates (California) first reported a position in HODL in Q1 2026 and has held it in 2 quarters since. The position peaked at $704K in Q1 2026. 55 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Mason & Associates (California) held 38,637 shares of VanEck Bitcoin Trust worth $642K as of Q2 2026.
  • Mason & Associates (California) bought 1,212 VanEck Bitcoin Trust shares in Q2 2026, an estimated $24.6K.
  • VanEck Bitcoin Trust made up 0.1% of Mason & Associates (California)'s portfolio in Q2 2026, its #105 holding.
  • Mason & Associates (California) first reported a position in VanEck Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Mason & Associates (California)'s VanEck Bitcoin Trust position peaked at $704K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.