Root Financial Partners
BTGD icon

Root Financial Partners’s STKd 100% Bitcoin & 100% Gold ETF BTGD Stock Holding History

Root Financial Partners’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 		$2.54K Buy
+94
New +$2.28K ﹤0.01% 2525
2026
Q2 		– Sell
-97
Closed -$2.66K – 3371
2026
Q1 		$2.66K Hold
97
– – ﹤0.01% 2193
2025
Q4 		$3.34K Buy
97
+3
+3% +$119 ﹤0.01% 1879
2025
Q3 		$4.05K Buy
+94
New +$3.7K ﹤0.01% 1798

Other funds holding BTGD

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Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Root Financial Partners's BTGD Position: Q3 2026 in Review

Root Financial Partners opened a new position in STKd 100% Bitcoin & 100% Gold ETF (BTGD) in Q3 2026: 94 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #2525 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BTGD as recently as Q1 2026.

Root Financial Partners first reported a position in BTGD in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.05K in Q3 2025. 10 funds tracked by Wall St. Rank hold BTGD as of Q3 2026.

  • Root Financial Partners held 94 shares of STKd 100% Bitcoin & 100% Gold ETF worth $2.54K as of Q3 2026.
  • STKd 100% Bitcoin & 100% Gold ETF was a new Root Financial Partners position in Q3 2026.
  • STKd 100% Bitcoin & 100% Gold ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2525 holding.
  • Root Financial Partners first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's STKd 100% Bitcoin & 100% Gold ETF position peaked at $4.05K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.