AWM
BTGD

AE Wealth Management’s STKd 100% Bitcoin & 100% Gold ETF BTGD Stock Holding History

AE Wealth Management’s Portfolio BTGD Stock Details BTGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.71K Hold
244
– – ﹤0.01% 2479
2026
Q1 		$6.68K Sell
244
-100
-29% -$3.29K ﹤0.01% 2339
2025
Q4 		$11.8K Buy
+344
New +$13.6K ﹤0.01% 2115

Other funds holding BTGD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

AE Wealth Management's BTGD Position: Q2 2026 in Review

AE Wealth Management held its STKd 100% Bitcoin & 100% Gold ETF (BTGD) position steady in Q2 2026 at 244 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

AE Wealth Management first reported a position in BTGD in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q4 2025. 18 funds tracked by Wall St. Rank hold BTGD as of Q2 2026.

  • AE Wealth Management held 244 shares of STKd 100% Bitcoin & 100% Gold ETF worth $4.71K as of Q2 2026.
  • AE Wealth Management left its STKd 100% Bitcoin & 100% Gold ETF share count unchanged in Q2 2026.
  • STKd 100% Bitcoin & 100% Gold ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2479 holding.
  • AE Wealth Management first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's STKd 100% Bitcoin & 100% Gold ETF position peaked at $11.8K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.