S.A. Mason’s VanEck Bitcoin Trust HODL Stock Holding History

S.A. Mason’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	-3,320	Closed	-$107K	–	262
2025 Q3	$107K	Buy	3,320 +105	+3%	+$3.4K	0.05%	250
2025 Q2	$98K	Buy	3,215 +110	+4%	+$3.07K	0.05%	245
2025 Q1	$72.4K	Buy	+3,105	New	+$81.8K	0.04%	250

Other funds holding HODL

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

S.A. Mason's HODL Position: Q4 2025 in Review

S.A. Mason sold out of VanEck Bitcoin Trust (HODL) in Q4 2025, closing a stake of 3,320 shares — an estimated $107K sold.

S.A. Mason first reported a position in HODL in Q1 2025 and held it in 3 quarters. The position peaked at $107K in Q3 2025. 134 funds tracked by Wall St. Rank hold HODL as of Q4 2025.

S.A. Mason reported no remaining VanEck Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
S.A. Mason sold 3,320 VanEck Bitcoin Trust shares in Q4 2025, an estimated $107K.
S.A. Mason first reported a position in VanEck Bitcoin Trust in Q1 2025 and held it in 3 quarters.
S.A. Mason's VanEck Bitcoin Trust position peaked at $107K in Q3 2025.
134 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q4 2025.

Based on S.A. Mason's 13F filing for Q4 2025, filed 29 Jan 2026.