Wealth Enhancement Advisory Services
BTGD icon

Wealth Enhancement Advisory Services’s STKd 100% Bitcoin & 100% Gold ETF BTGD Stock Holding History

Wealth Enhancement Advisory Services’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 		$667K Buy
25,459
+6,800
+36% +$165K ﹤0.01% 2541
2026
Q2 		$399K Sell
18,659
-13,881
-43% -$382K ﹤0.01% 2910
2026
Q1 		$874K Buy
32,540
+15,459
+91% +$509K ﹤0.01% 1900
2025
Q4 		$644K Buy
+17,081
New +$676K ﹤0.01% 2287

Other funds holding BTGD

Wealthcare Advisory Partners
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Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

Wealth Enhancement Advisory Services's BTGD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its STKd 100% Bitcoin & 100% Gold ETF (BTGD) stake by 36% in Q3 2026, buying an estimated $165K and bringing the position to 25,459 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Wealth Enhancement Advisory Services first reported a position in BTGD in Q4 2025 and has held it in 4 quarters since. The position peaked at $874K in Q1 2026. 10 funds tracked by Wall St. Rank hold BTGD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 25,459 shares of STKd 100% Bitcoin & 100% Gold ETF worth $667K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 6,800 STKd 100% Bitcoin & 100% Gold ETF shares in Q3 2026, an estimated $165K.
  • STKd 100% Bitcoin & 100% Gold ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2541 holding.
  • Wealth Enhancement Advisory Services first reported a position in STKd 100% Bitcoin & 100% Gold ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's STKd 100% Bitcoin & 100% Gold ETF position peaked at $874K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held STKd 100% Bitcoin & 100% Gold ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.