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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Perigon Wealth Management's IBIT Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 4.8% in Q1 2026, buying an estimated $256K and bringing the position to 129,810 shares worth $4.99M. The position accounts for 0.09% of the portfolio, ranked #216.

Perigon Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.15M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Perigon Wealth Management held 129,810 shares of iShares Bitcoin Trust worth $4.99M as of Q1 2026.
  • Perigon Wealth Management bought 5,912 iShares Bitcoin Trust shares in Q1 2026, an estimated $256K.
  • iShares Bitcoin Trust made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Perigon Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Perigon Wealth Management's iShares Bitcoin Trust position peaked at $6.15M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.