PWM
ETHA

Perigon Wealth Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

Perigon Wealth Management’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Buy
20,107
+1,400
+7% +$21.7K ﹤0.01% 1264
2026
Q1 		$296K Buy
18,707
+5,200
+38% +$94.1K 0.01% 1025
2025
Q4 		$303K Buy
13,507
+2,000
+17% +$52.3K 0.01% 1017
2025
Q3 		$363K Buy
+11,507
New +$341K 0.01% 878

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Perigon Wealth Management's ETHA Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Ethereum Trust ETF (ETHA) stake by 7.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 20,107 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Perigon Wealth Management first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q3 2025. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Perigon Wealth Management held 20,107 shares of iShares Ethereum Trust ETF worth $239K as of Q2 2026.
  • Perigon Wealth Management bought 1,400 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $21.7K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1264 holding.
  • Perigon Wealth Management first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's iShares Ethereum Trust ETF position peaked at $363K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.