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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
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 36% in Q2 2026, selling an estimated $1.91M and leaving 82,976 shares worth $2.76M. The position accounts for 0.04% of the portfolio, ranked #340.

Perigon Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.15M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Perigon Wealth Management held 82,976 shares of iShares Bitcoin Trust worth $2.76M as of Q2 2026.
  • Perigon Wealth Management sold 46,834 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.91M.
  • iShares Bitcoin Trust made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Perigon Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Perigon Wealth Management's iShares Bitcoin Trust position peaked at $6.15M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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