Perigon Wealth Management
IBIT icon

Perigon Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Perigon Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.22M Sell
68,019
-14,957
-18% -$603K 0.05% 307
2026
Q2 		$2.76M Sell
82,976
-46,834
-36% -$1.91M 0.04% 340
2026
Q1 		$4.99M Buy
129,810
+5,912
+5% +$256K 0.09% 216
2025
Q4 		$6.15M Buy
123,898
+53,756
+77% +$3.05M 0.11% 170
2025
Q3 		$4.56M Buy
70,142
+31,301
+81% +$2.04M 0.09% 212
2025
Q2 		$2.38M Buy
38,841
+5,252
+16% +$294K 0.06% 302
2025
Q1 		$1.57M Buy
33,589
+2,211
+7% +$117K 0.04% 354
2024
Q4 		$1.79M Buy
31,378
+6,081
+24% +$287K 0.04% 327
2024
Q3 		$914K Buy
25,297
+16,458
+186% +$571K 0.02% 459
2024
Q2 		$302K Buy
8,839
+744
+9% +$27.8K 0.01% 686
2024
Q1 		$328K Buy
+8,095
New +$252K 0.01% 663

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Perigon Wealth Management's IBIT Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q3 2026, selling an estimated $603K and leaving 68,019 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #307.

Perigon Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.15M in Q4 2025. 473 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Perigon Wealth Management held 68,019 shares of iShares Bitcoin Trust worth $3.22M as of Q3 2026.
  • Perigon Wealth Management sold 14,957 iShares Bitcoin Trust shares in Q3 2026, an estimated $603K.
  • iShares Bitcoin Trust made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #307 holding.
  • Perigon Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Perigon Wealth Management's iShares Bitcoin Trust position peaked at $6.15M in Q4 2025.
  • 473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.