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Elwood & Goetz Wealth Advisory Group, LLC → BTCW

Elwood & Goetz Wealth Advisory Group, LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
12
Latest value
$8.6M
Q3 2026
Peak value
$24.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$218K
Q4 2025$4.6M
Q4 2025$23.7M
Q1 2026$232K
Q1 2026$4.6M
Q1 2026$24.8M
Q2 2026$240K
Q2 2026$4.8M
Q2 2026$9.6M
Q3 2026$231K
Q3 2026$4.9M
Q3 2026$8.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.6M184.3K——
Q3 2026$4.9M56.0K——
Q3 2026$231K4.2K——
Q2 2026$9.6M194.8K——
Q2 2026$4.8M56.9K——
Q2 2026$240K4.5K——
Q1 2026$24.8M619.1K——
Q1 2026$4.6M56.5K——
Q1 2026$232K4.7K——
Q4 2025$23.7M608.2K——
Q4 2025$4.6M57.2K——
Q4 2025$218K4.7K——

Other funds holding BTCW

Other Elwood & Goetz Wealth Advisory Group, LLC positions

VGES

VANGUARD INDEX FDS

$112.9M
VGES

VANGUARD TAX-MANAGED FDS

$112.9M
VGES

VANGUARD TAX-MANAGED FDS

$105.5M
VGES

VANGUARD INDEX FDS

$102.8M
VGES

VANGUARD TAX-MANAGED FDS

$89.6M
VGES

VANGUARD TAX-MANAGED FDS

$87.3M
VGES

VANGUARD INDEX FDS

$85.1M
VGES

VANGUARD INDEX FDS

$82.4M