Perigon Wealth Management’s Grayscale Bitcoin Trust GBTC Stock Holding History

Perigon Wealth Management’s Portfolio GBTC Stock Details GBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$701K	Sell	15,392 -1,130	-7%	-$63K	0.01%	731
2026 Q1	$872K	Sell	16,522 -4,424	-21%	-$263K	0.02%	578
2025 Q4	$1.43M	Buy	20,946 +298	+1%	+$23.4K	0.03%	449
2025 Q3	$1.85M	Sell	20,648 -1,552	-7%	-$140K	0.04%	373
2025 Q2	$1.88M	Sell	22,200 -1,059	-5%	-$82.3K	0.04%	344
2025 Q1	$1.52M	Sell	23,259 -3,884	-14%	-$286K	0.04%	363
2024 Q4	$2.16M	Sell	27,143 -1,453	-5%	-$95.8K	0.05%	298
2024 Q3	$1.44M	Sell	28,596 -5,332	-16%	-$260K	0.04%	345
2024 Q2	$1.63M	Buy	33,928 +1,184	+4%	+$62.4K	0.05%	281
2024 Q1	$1.87M	Buy	+32,744	New	+$1.44M	0.06%	259

Other funds holding GBTC

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

ECM

EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Perigon Wealth Management reduced its Grayscale Bitcoin Trust (GBTC) stake by 6.8% in Q2 2026, selling an estimated $63K and leaving 15,392 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #731.

Perigon Wealth Management first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2024. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

Perigon Wealth Management held 15,392 shares of Grayscale Bitcoin Trust worth $701K as of Q2 2026.
Perigon Wealth Management sold 1,130 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $63K.
Grayscale Bitcoin Trust made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #731 holding.
Perigon Wealth Management first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Perigon Wealth Management's Grayscale Bitcoin Trust position peaked at $2.16M in Q4 2024.
595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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