Fermata Advisors’s STKd 100% Bitcoin & 100% Gold ETF BTGD Stock Holding History

Fermata Advisors’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 Q3	$1.35M	Buy	49,978 +14,229	+40%	+$345K	0.26%	92
2026 Q2	$690K	Buy	35,749 +11,152	+45%	+$307K	0.14%	128
2026 Q1	$673K	Buy	+24,597	New	+$810K	0.15%	121

Other funds holding BTGD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Fermata Advisors's BTGD Position: Q3 2026 in Review

Fermata Advisors increased its STKd 100% Bitcoin & 100% Gold ETF (BTGD) stake by 40% in Q3 2026, buying an estimated $345K and bringing the position to 49,978 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #92.

Fermata Advisors first reported a position in BTGD in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold BTGD as of Q3 2026.

Fermata Advisors held 49,978 shares of STKd 100% Bitcoin & 100% Gold ETF worth $1.35M as of Q3 2026.
Fermata Advisors bought 14,229 STKd 100% Bitcoin & 100% Gold ETF shares in Q3 2026, an estimated $345K.
STKd 100% Bitcoin & 100% Gold ETF made up 0.26% of Fermata Advisors's portfolio in Q3 2026, its #92 holding.
Fermata Advisors first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.