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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.3%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Gradient Investments

Wealth adviser our classification

Generated from SEC records

Investment manager in Arden Hills, filing as Gradient Investments LLC. Its 13F lists 448 positions; crypto ETFs make up 0.3% of the reported value.

Legal name (SEC)
Gradient Investments LLC
Headquarters
4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126
Incorporated
Delaware
SEC filer ID (CIK)
1542265

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$18.5MJun 30, 2026
Funds held2BTC
Change in shares, q/q−$20.7M−0.12M · −11% · ≈ at Jun 30 prices
Holding sinceQ1 2410 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $100KQ1 24Q2 24: $900KQ2 24Q3 24: $4.4MQ3 24Q4 24: $7.4MQ4 24Q1 25: $8.4MQ1 25Q2 25: $12.4MQ2 25Q3 25: $17.1MQ3 25Q4 25: $52.1M$52.1MQ4 25Q1 26: $45.2MQ1 26Q2 26: $18.5M$18.5MQ2 26
Q1 24: $100KQ1 24Q2 24: $900KQ3 24: $4.4MQ4 24: $7.4MQ4 24Q1 25: $8.4MQ2 25: $12.4MQ3 25: $17.1MQ3 25Q4 25: $52.1M$52.1MQ1 26: $45.2MQ2 26: $18.5M$18.5MQ2 26

Positions on Jun 30, 2026

2 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
HODLBitcoin$15.3M82.7%3.0%+0.30M +48%
IBITBitcoin$3.2M17.3%0.0%+48K +105%

Timeline

  1. Q1 24First crypto ETF position on record: $100K, GBTC, IBIT, BTCO.
  2. Q3 24Entered HODL. Exited GBTC, BTCO.
  3. Q4 25Entered BTCO. Peak value: $52.1M across crypto ETFs.
  4. Q2 26Exited BTCO. Holds 2 funds worth $18.5M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov