Simplify Asset Management’s VanEck Bitcoin Trust HODL Stock Holding History

Simplify Asset 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
2026 Q2	$4.39M	Buy	264,427 +55,276	+26%	+$1.12M	0.06%	46
2026 Q1	$4.01M	Buy	209,151 +16,221	+8%	+$350K	0.06%	38
2025 Q4	$4.77M	Sell	192,930 -42,062	-18%	-$1.19M	0.08%	40
2025 Q3	$7.61M	Sell	234,992 -13,624	-5%	-$441K	0.14%	21
2025 Q2	$7.58M	Buy	248,616 +127,136	+105%	+$3.55M	0.38%	16
2025 Q1	$2.83M	Buy	+121,480	New	+$3.2M	0.11%	35

Other funds holding HODL

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Simplify Asset Management's HODL Position: Q2 2026 in Review

Simplify Asset Management increased its VanEck Bitcoin Trust (HODL) stake by 26% in Q2 2026, buying an estimated $1.12M and bringing the position to 264,427 shares worth $4.39M. The position accounts for 0.06% of the portfolio, ranked #46.

Simplify Asset Management first reported a position in HODL in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.61M in Q3 2025. 18 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Simplify Asset Management held 264,427 shares of VanEck Bitcoin Trust worth $4.39M as of Q2 2026.
Simplify Asset Management bought 55,276 VanEck Bitcoin Trust shares in Q2 2026, an estimated $1.12M.
VanEck Bitcoin Trust made up 0.06% of Simplify Asset Management's portfolio in Q2 2026, its #46 holding.
Simplify Asset Management first reported a position in VanEck Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
Simplify Asset Management's VanEck Bitcoin Trust position peaked at $7.61M in Q3 2025.
18 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.