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ISBGIncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

DiversifierNewRanked #248 of 266 in this goal

Seeks total return consisting of capital appreciation and income.

By Quantify Funds · Launched 2026

Annual Cost

1.14%

#5,445 of 5,861 · expensive

Fund Size

$4M

#5,324 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

7 months

#5,097 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$4,657-53.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 8 holdings = 62.1% of fundconcentrated

N/A
50.1%
N/A
14.7%
First American Government Obli
6.6%
N/AGLD 3 P475
-0.4%
N/AIBIT 3 P35.5
-0.4%
N/AIBIT 3 C38
-1.1%
N/AIBIT 3 P38
-2.8%
N/AGLD 3 C475
-4.7%

Asset allocation

Stocks
93.5%
Other
17.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-59.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return consisting of capital appreciation and income.
Strategy
Actively manages exposure to bitcoin and gold, targeting total return through capital appreciation and income generation via options strategies. Uses leverage to enhance returns and aims to generate option premiums while maintaining beta exposure to both asset classes.
Inception date
January 20, 2026
Fund family
Quantify Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

The big yield isn't extra money

The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.

Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04