CWM
BTGD

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

Centric 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 		$822K Hold
26,711
– – 0.13% 107
2026
Q1 		$822K Sell
26,711
-2,411
-8% -$79.4K 0.16% 101
2025
Q4 		$940K Sell
29,122
-526
-2% -$20.8K 0.2% 96
2025
Q3 		$1.25M Sell
29,648
-247
-0.8% -$9.71K 0.28% 82
2025
Q2 		$1.18M Sell
29,895
-706
-2% -$23.4K 0.28% 79
2025
Q1 		$820K Buy
30,601
+796
+3% +$22.4K 0.22% 93
2024
Q4 		$786K Buy
+29,805
New +$763K 0.21% 93

Other funds holding BTGD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Centric Wealth Management held its STKd 100% Bitcoin & 100% Gold ETF (BTGD) position steady in Q2 2026 at 26,711 shares worth $822K. The position accounts for 0.13% of the portfolio, ranked #107.

Centric Wealth Management first reported a position in BTGD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 18 funds tracked by Wall St. Rank hold BTGD as of Q2 2026.

  • Centric Wealth Management held 26,711 shares of STKd 100% Bitcoin & 100% Gold ETF worth $822K as of Q2 2026.
  • Centric Wealth Management left its STKd 100% Bitcoin & 100% Gold ETF share count unchanged in Q2 2026.
  • STKd 100% Bitcoin & 100% Gold ETF made up 0.13% of Centric Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Centric Wealth Management first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q4 2024 and has held it in 7 quarters since.
  • Centric Wealth Management's STKd 100% Bitcoin & 100% Gold ETF position peaked at $1.25M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.