Sigma Investment Counselors’s SPDR Gold Trust GLD Stock Holding History

Sigma Investment Counselors’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Buy	1,166 +60	+5%	+$26.9K	0.03%	125
2025 Q4	$438K	Hold	1,106	–	–	0.02%	143
2025 Q3	$393K	Sell	1,106 -264	-19%	-$84.1K	0.02%	152
2025 Q2	$418K	Buy	1,370 +75	+6%	+$22.7K	0.02%	146
2025 Q1	$373K	Sell	1,295 -156	-11%	-$41.3K	0.02%	141
2024 Q4	$351K	Hold	1,451	–	–	0.02%	150
2024 Q3	$353K	Hold	1,451	–	–	0.02%	151
2024 Q2	$312K	Hold	1,451	–	–	0.02%	154
2024 Q1	$299K	Hold	1,451	–	–	0.02%	162
2023 Q4	$277K	Buy	1,451 +20	+1%	+$3.67K	0.02%	167
2023 Q3	$245K	Sell	1,431 -60	-4%	-$10.7K	0.02%	170
2023 Q2	$266K	Sell	1,491 -296	-17%	-$54.4K	0.02%	165
2023 Q1	$327K	Buy	1,787 +152	+9%	+$26.7K	0.03%	155
2022 Q4	$277K	Sell	1,635 -105	-6%	-$16.9K	0.02%	155
2022 Q3	$269K	Buy	1,740 +16	+0.9%	+$2.57K	0.02%	153
2022 Q2	$290K	Hold	1,724	–	–	0.02%	153
2022 Q1	$311K	Hold	1,724	–	–	0.02%	152
2021 Q4	$295K	Buy	1,724 +147	+9%	+$24.7K	0.02%	159
2021 Q3	$259K	Buy	1,577 +30	+2%	+$5.02K	0.02%	166
2021 Q2	$256K	Buy	1,547 +30	+2%	+$5.1K	0.02%	165
2021 Q1	$243K	Hold	1,517	–	–	0.02%	161
2020 Q4	$271K	Buy	1,517 +302	+25%	+$53.2K	0.02%	152
2020 Q3	$215K	Sell	1,215 -302	-20%	-$54.3K	0.04%	119
2020 Q2	$254K	Hold	1,517	–	–	0.03%	136
2020 Q1	$225K	Hold	1,517	–	–	0.03%	130
2019 Q4	$217K	Hold	1,517	–	–	0.02%	149
2019 Q3	$211K	Hold	1,517	–	–	0.02%	151
2019 Q2	$202K	Buy	+1,517	New	+$187K	0.02%	158
2018 Q3	–	Sell	-2,334	Closed	-$277K	–	150
2018 Q2	$277K	Hold	2,334	–	–	0.04%	111
2018 Q1	$294K	Hold	2,334	–	–	0.04%	103
2017 Q4	$289K	Hold	2,334	–	–	0.04%	104
2017 Q3	$284K	Hold	2,334	–	–	0.04%	116
2017 Q2	$275K	Hold	2,334	–	–	0.04%	118
2017 Q1	$277K	Sell	2,334 -25	-1%	-$2.91K	0.04%	115
2016 Q4	$259K	Buy	2,359 +142	+6%	+$16.5K	0.04%	112
2016 Q3	$279K	Hold	2,217	–	–	0.05%	104
2016 Q2	$280K	Buy	2,217 +65	+3%	+$7.82K	0.05%	109
2016 Q1	$253K	Buy	+2,152	New	+$244K	0.04%	110
2014 Q3	–	Sell	-1,784	Closed	-$228K	–	107
2014 Q2	$228K	Sell	1,784 -480	-21%	-$59.6K	0.04%	101
2014 Q1	$280K	Sell	2,264 -144	-6%	-$17.9K	0.06%	95
2013 Q4	$280K	Buy	2,408 +194	+9%	+$23.8K	0.06%	94
2013 Q3	$284K	Buy	2,214 +180	+9%	+$23.1K	0.07%	93
2013 Q2	$242K	Buy	+2,034	New	+$279K	0.06%	94

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sigma Investment Counselors's GLD Position: Q1 2026 in Review

Sigma Investment Counselors increased its SPDR Gold Trust (GLD) stake by 5.4% in Q1 2026, buying an estimated $26.9K and bringing the position to 1,166 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #125.

Sigma Investment Counselors first reported a position in GLD in Q2 2013 and has held it in 43 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Sigma Investment Counselors held 1,166 shares of SPDR Gold Trust worth $502K as of Q1 2026.
Sigma Investment Counselors bought 60 SPDR Gold Trust shares in Q1 2026, an estimated $26.9K.
SPDR Gold Trust made up 0.03% of Sigma Investment Counselors's portfolio in Q1 2026, its #125 holding.
Sigma Investment Counselors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 43 quarters since.
3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.