Perigon Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1575239
SAN FRANCISCO, CA
Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,275,519
+$2,270,762 QoQ
Shares Held
10,160
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#645
of 3,113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. GS ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,554 | $13,799,347 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
10,160 | $10,275,519 | |
| 3 | MS |
Morgan Stanley
|
44,661 | $9,335,935 | |
| 4 | HUT |
Hut 8 Corp.
|
45,212 | $5,219,499 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
124,858 | $3,418,612 | |
| 6 | CLSK |
Cleanspark, Inc.
|
184,857 | $2,689,669 | |
| 7 | WULF |
Terawulf Inc.
|
49,489 | $1,222,378 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
9,126 | $915,155 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,275,519 | 10,160 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,004,757 | 9,462 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,348,742 | 9,498 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,242,006 | 9,094 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,542,441 | 9,244 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,368,938 | 9,828 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,930,419 | 12,103 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,400,042 | 8,887 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,958,038 | 15,383 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,175,078 | 17,178 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,586,636 | 17,074 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,506,190 | 17,017 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $5,220,632 | 16,186 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,870,414 | 5,718 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,866,270 | 5,435 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,194,471 | 4,076 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,383,222 | 4,657 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,343,837 | 4,071 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,615,508 | 4,223 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,077,007 | 2,849 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,089,251 | 2,870 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $905,463 | 2,769 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $621,564 | 2,357 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $410,380 | 2,042 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $397,611 | 2,012 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $304,851 | 1,972 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||