Carson Wealth (CWM LLC)
BTGD

Carson Wealth (CWM LLC)’s STKd 100% Bitcoin & 100% Gold ETF BTGD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.74K Hold
100
– – ﹤0.01% 5201
2025
Q4 		$3K Buy
+100
New +$3.96K ﹤0.01% 5035

Other funds holding BTGD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTGD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its STKd 100% Bitcoin & 100% Gold ETF (BTGD) position steady in Q1 2026 at 100 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #5201.

Carson Wealth (CWM LLC) first reported a position in BTGD in Q4 2025 and has held it in 2 quarters since. The position peaked at $3K in Q4 2025. 25 funds tracked by Wall St. Rank hold BTGD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of STKd 100% Bitcoin & 100% Gold ETF worth $2.74K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its STKd 100% Bitcoin & 100% Gold ETF share count unchanged in Q1 2026.
  • STKd 100% Bitcoin & 100% Gold ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5201 holding.
  • Carson Wealth (CWM LLC) first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s STKd 100% Bitcoin & 100% Gold ETF position peaked at $3K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.