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MGB Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

MGB Wealth Management’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
Q4 		– Sell
-66,637
Closed -$2.16M – 319
2025
Q3 		$2.16M Buy
66,637
+32,705
+96% +$1.06M 0.61% 34
2025
Q2 		$1.03M Buy
+33,932
New +$946K 0.34% 67

Other funds holding HODL

NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGB Wealth Management's HODL Position: Q4 2025 in Review

MGB Wealth Management sold out of VanEck Bitcoin Trust (HODL) in Q4 2025, closing a stake of 66,637 shares — an estimated $2.16M sold.

MGB Wealth Management first reported a position in HODL in Q2 2025 and held it in 2 quarters. The position peaked at $2.16M in Q3 2025. 134 funds tracked by Wall St. Rank hold HODL as of Q4 2025.

  • MGB Wealth Management reported no remaining VanEck Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 66,637 VanEck Bitcoin Trust shares in Q4 2025, an estimated $2.16M.
  • MGB Wealth Management first reported a position in VanEck Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • MGB Wealth Management's VanEck Bitcoin Trust position peaked at $2.16M in Q3 2025.
  • 134 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.