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Castle Rock Wealth Management, LLC → BTCW
Castle Rock Wealth Management, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
6
Latest value
$12.2M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q4 2025 | $12.5M |
| Q1 2026 | $790K |
| Q1 2026 | $11.9M |
| Q2 2026 | $11.4M |
| Q3 2026 | $12.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.2M | 242.9K | — | — |
| Q2 2026 | $11.4M | 226.8K | — | — |
| Q1 2026 | $11.9M | 236.9K | — | — |
| Q1 2026 | $790K | 24.5K | — | — |
| Q4 2025 | $12.5M | 248.1K | — | — |
| Q3 2025 | $9.6M | 190.8K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M
$788.5M
$760.1M