SAM
HODL icon

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

Synergy 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
Q1 		$230K Hold
12,004
– – 0.02% 226
2025
Q4 		$297K Sell
12,004
-24,008
-67% -$680K 0.03% 183
2025
Q3 		$1.12M Buy
36,012
+24,008
+200% +$778K 0.04% 164
2025
Q2 		$366K Hold
12,004
– – 0.04% 139
2025
Q1 		$280K Sell
12,004
-12,004
-50% -$316K 0.04% 146
2024
Q4 		$546K Buy
24,008
+12,004
+100% +$282K 0.04% 150
2024
Q3 		$216K Hold
12,004
– – 0.03% 127
2024
Q2 		$204K Buy
+12,004
New +$223K 0.03% 131

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
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $162B AUM 16.35% 1-Year Est. Return