Samalin Investment Counsel’s VanEck Bitcoin Trust HODL Stock Holding History

Samalin Investment Counsel’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	$427K	Buy	25,727 +208	+0.8%	+$4.22K	0.13%	189
2026 Q1	$489K	Buy	25,519 +1,040	+4%	+$22.5K	0.17%	165
2025 Q4	$605K	Buy	24,479 +521	+2%	+$14.7K	0.21%	141
2025 Q3	$776K	Sell	23,958 -3,414	-12%	-$111K	0.27%	109
2025 Q2	$834K	Sell	27,372 -910	-3%	-$25.4K	0.32%	85
2025 Q1	$659K	Buy	28,282 +2,102	+8%	+$55.4K	0.27%	112
2024 Q4	$692K	Buy	26,180 +1,928	+8%	+$45.3K	0.3%	99
2024 Q3	$436K	Buy	24,252 +640	+3%	+$11K	0.19%	178
2024 Q2	$401K	Buy	23,612 +924	+4%	+$17.1K	0.19%	184
2024 Q1	$456K	Buy	+22,688	New	+$351K	0.22%	159

Other funds holding HODL

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

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Samalin Investment Counsel's HODL Position: Q2 2026 in Review

Samalin Investment Counsel increased its VanEck Bitcoin Trust (HODL) stake by 0.82% in Q2 2026, buying an estimated $4.22K and bringing the position to 25,727 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #189.

Samalin Investment Counsel first reported a position in HODL in Q1 2024 and has held it in 10 quarters since. The position peaked at $834K in Q2 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Samalin Investment Counsel held 25,727 shares of VanEck Bitcoin Trust worth $427K as of Q2 2026.
Samalin Investment Counsel bought 208 VanEck Bitcoin Trust shares in Q2 2026, an estimated $4.22K.
VanEck Bitcoin Trust made up 0.13% of Samalin Investment Counsel's portfolio in Q2 2026, its #189 holding.
Samalin Investment Counsel first reported a position in VanEck Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Samalin Investment Counsel's VanEck Bitcoin Trust position peaked at $834K in Q2 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.