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Sterling Financial Group’s VanEck Bitcoin Trust HODL Stock Holding History

Sterling Financial Group’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
Q1 		– Sell
-43,500
Closed -$1.15M – 65
2024
Q4 		$1.15M Buy
43,500
+10,980
+34% +$258K 0.43% 30
2024
Q3 		$584K Buy
32,520
+4,800
+17% +$82.8K 0.25% 40
2024
Q2 		$470K Buy
+27,720
New +$514K 0.21% 40

Other funds holding HODL

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sterling Financial Group's HODL Position: Q1 2025 in Review

Sterling Financial Group sold out of VanEck Bitcoin Trust (HODL) in Q1 2025, closing a stake of 43,500 shares — an estimated $1.15M sold.

Sterling Financial Group first reported a position in HODL in Q2 2024 and held it in 3 quarters. The position peaked at $1.15M in Q4 2024. 87 funds tracked by Wall St. Rank hold HODL as of Q1 2025.

  • Sterling Financial Group reported no remaining VanEck Bitcoin Trust position as of Q1 2025 after selling out during the quarter.
  • Sterling Financial Group sold 43,500 VanEck Bitcoin Trust shares in Q1 2025, an estimated $1.15M.
  • Sterling Financial Group first reported a position in VanEck Bitcoin Trust in Q2 2024 and held it in 3 quarters.
  • Sterling Financial Group's VanEck Bitcoin Trust position peaked at $1.15M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2025.

Based on Sterling Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.