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MOULTON WEALTH MANAGEMENT, INC → BTCW

MOULTON WEALTH MANAGEMENT, INC BTCW Position History

WisdomTree Bitcoin Fund

Quarters held
10
Latest value
$13.6M
Q3 2026
Peak value
$22.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q1 2026$511K
Q1 2026$1.9M
Q1 2026$22.9M
Q2 2026$972K
Q2 2026$2.6M
Q2 2026$13.5M
Q3 2026$978K
Q3 2026$2.6M
Q3 2026$13.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.6M270.2K——
Q3 2026$2.6M14.5K——
Q3 2026$978K36.1K——
Q2 2026$13.5M268.0K——
Q2 2026$2.6M14.6K——
Q2 2026$972K36.3K——
Q1 2026$22.9M455.2K——
Q1 2026$1.9M11.7K——
Q1 2026$511K19.4K——
Q4 2025$1.8M12.7K——

Other funds holding BTCW

Other MOULTON WEALTH MANAGEMENT, INC positions

STT-PG

SPDR SERIES TRUST

$18.3M
STT-PG

SPDR SERIES TRUST

$16M
VGES

VANGUARD INDEX FDS

$12.6M
VGES

VANGUARD INDEX FDS

$12.5M
STT-PG

SPDR SERIES TRUST

$11.5M
ETHA

ISHARES TR

$10.2M
STT-PG

SPDR SERIES TRUST

$10M
ETHA

ISHARES TR

$10M