Overview
- Trading began January 13 under the tickers BOLD (GBP) and BOLU (USD), with a 0.65% annual fee.
- BOLD holds physical assets with institutional custody: gold at JPMorgan and bitcoin at Anchorage Digital Bank N.A. and Copper Technologies.
- The strategy rebalances monthly using inverse historical volatility to target roughly equal risk contribution rather than a fixed 50/50 split.
- 21Shares reported $40.1 million in assets under management and a three-year Sharpe ratio of 1.79 as of January 12.
- Coverage differs on investor eligibility, with the issuer citing FCA‑approved prospectuses for UK retail access while some reports describe availability for professional investors.