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
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

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
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Centric Wealth Management's BTGD Position: Q1 2026 in Review

Centric Wealth Management reduced its STKd 100% Bitcoin & 100% Gold ETF (BTGD) stake by 8.3% in Q1 2026, selling an estimated $79.4K and leaving 26,711 shares worth $822K. The position accounts for 0.16% of the portfolio, ranked #101.

Centric Wealth Management first reported a position in BTGD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2025. 25 funds tracked by Wall St. Rank hold BTGD as of Q1 2026.

  • Centric Wealth Management held 26,711 shares of STKd 100% Bitcoin & 100% Gold ETF worth $822K as of Q1 2026.
  • Centric Wealth Management sold 2,411 STKd 100% Bitcoin & 100% Gold ETF shares in Q1 2026, an estimated $79.4K.
  • STKd 100% Bitcoin & 100% Gold ETF made up 0.16% of Centric Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Centric Wealth Management first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q4 2024 and has held it in 6 quarters since.
  • Centric Wealth Management's STKd 100% Bitcoin & 100% Gold ETF position peaked at $1.25M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.