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Strait & Sound Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Strait & Sound 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
Q1 		– Sell
-17,320
Closed -$428K – 176
2025
Q4 		$428K Buy
+17,320
New +$490K 0.16% 97

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Strait & Sound Wealth Management's HODL Position: Q1 2026 in Review

Strait & Sound Wealth Management sold out of VanEck Bitcoin Trust (HODL) in Q1 2026, closing a stake of 17,320 shares — an estimated $428K sold.

Strait & Sound Wealth Management first reported a position in HODL in Q4 2025 and held it in 1 quarter. The position peaked at $428K in Q4 2025. 129 funds tracked by Wall St. Rank hold HODL as of Q1 2026.

  • Strait & Sound Wealth Management reported no remaining VanEck Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 17,320 VanEck Bitcoin Trust shares in Q1 2026, an estimated $428K.
  • Strait & Sound Wealth Management first reported a position in VanEck Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Strait & Sound Wealth Management's VanEck Bitcoin Trust position peaked at $428K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.