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Independent Wealth Advisors LLC → BTCW

Independent Wealth Advisors LLC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.9M
Q1 2026$5.6M
Q2 2026$5.2M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M99.3K——
Q2 2026$5.2M102.8K——
Q1 2026$5.6M111.5K——
Q4 2025$6.9M136.9K——

Other funds holding BTCW

Other Independent Wealth Advisors LLC positions

GLD

SPDR GOLD TR

$11.4M
GLD

SPDR GOLD TR

$10.6M
GLD

SPDR GOLD TR

$10.2M
GLD

SPDR GOLD TR

$9.7M
BLK

ISHARES TR

$8.9M
BLK

ISHARES TR

$6.4M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$5.9M
KOLD

PROSHARES TR

$5.2M