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

Spire 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
2026
Q2 		– Sell
-340
Closed -$6.51K – 2300
2026
Q1 		$6.51K Hold
340
– – ﹤0.01% 1762
2025
Q4 		$8.41K Sell
340
-140
-29% -$3.96K ﹤0.01% 1772
2025
Q3 		$15.5K Hold
480
– – ﹤0.01% 1608
2025
Q2 		$14.6K Hold
480
– – ﹤0.01% 1607
2025
Q1 		$11.2K Buy
480
+140
+41% +$3.69K ﹤0.01% 1803
2024
Q4 		$8.98K Buy
+340
New +$7.98K ﹤0.01% 1864

Other funds holding HODL

VanEck Associates
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
TI
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
GI
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Spire Wealth Management's HODL Position: Q2 2026 in Review

Spire Wealth Management sold out of VanEck Bitcoin Trust (HODL) in Q2 2026, closing a stake of 340 shares — an estimated $6.51K sold.

Spire Wealth Management first reported a position in HODL in Q4 2024 and held it in 6 quarters. The position peaked at $15.5K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Spire Wealth Management reported no remaining VanEck Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 340 VanEck Bitcoin Trust shares in Q2 2026, an estimated $6.51K.
  • Spire Wealth Management first reported a position in VanEck Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • Spire Wealth Management's VanEck Bitcoin Trust position peaked at $15.5K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.