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Barry Investment Advisors, LLC → BTCW

Barry Investment Advisors, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
12
Latest value
$245K
Q3 2026
Peak value
$8.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.2M
Q3 2025$205K
Q4 2025$8.2M
Q4 2025$231K
Q1 2026$8.7M
Q1 2026$254K
Q2 2026$8.6M
Q2 2026$278K
Q2 2026$266K
Q3 2026$8.1M
Q3 2026$289K
Q3 2026$245K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$245K5.6K——
Q3 2026$289K1.6K——
Q3 2026$8.1M69.8K——
Q2 2026$266K5.6K——
Q2 2026$278K1.6K——
Q2 2026$8.6M82.1K——
Q1 2026$254K1.6K——
Q1 2026$8.7M85.0K——
Q4 2025$231K1.6K——
Q4 2025$8.2M85.1K——
Q3 2025$205K1.6K——
Q3 2025$8.2M86.1K——

Other funds holding BTCW

Other Barry Investment Advisors, LLC positions

STT-PG

SPDR SERIES TRUST

$48.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$46.8M
VGES

VANGUARD WHITEHALL FDS

$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.5M
STT-PG

SPDR SERIES TRUST

$42.9M
HODL

VANECK ETF TRUST

$42.4M
VGES

VANGUARD WHITEHALL FDS

$41.8M
VGES

VANGUARD SCOTTSDALE FDS

$41.5M