Sigma Investment Counselors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
248,675
+19,904
| +9% | +$1.24M | 0.85% | 29 |
|
|
2025
Q1 | $13.5M | Sell |
228,771
-3,481
| -1% | -$205K | 0.82% | 28 |
|
|
2024
Q4 | $11.5M | Buy |
232,252
+5,482
| +2% | +$271K | 0.68% | 32 |
|
|
2024
Q3 | $11.3M | Sell |
226,770
-1,619
| -0.7% | -$80.5K | 0.66% | 33 |
|
|
2024
Q2 | $10M | Buy |
228,389
+4,717
| +2% | +$207K | 0.63% | 33 |
|
|
2024
Q1 | $9.4M | Buy |
223,672
+3,146
| +1% | +$132K | 0.61% | 35 |
|
|
2023
Q4 | $8.61M | Buy |
220,526
+4,081
| +2% | +$159K | 0.61% | 34 |
|
|
2023
Q3 | $7.57M | Buy |
216,445
+2,110
| +1% | +$73.8K | 0.57% | 36 |
|
|
2023
Q2 | $7.8M | Buy |
214,335
+4,176
| +2% | +$152K | 0.57% | 36 |
|
|
2023
Q1 | $7.85M | Sell |
210,159
-2,007
| -0.9% | -$75K | 0.61% | 32 |
|
|
2022
Q4 | $7.34M | Sell |
212,166
-1,350
| -0.6% | -$46.7K | 0.6% | 32 |
|
|
2022
Q3 | $6.73M | Buy |
213,516
+142
| +0.1% | +$4.48K | 0.57% | 35 |
|
|
2022
Q2 | $7.32M | Buy |
213,374
+40
| +0% | +$1.37K | 0.6% | 33 |
|
|
2022
Q1 | $7.86M | Buy |
213,334
+5,316
| +3% | +$196K | 0.56% | 37 |
|
|
2021
Q4 | $7.24M | Sell |
208,018
-3,237
| -2% | -$113K | 0.51% | 37 |
|
|
2021
Q3 | $7.06M | Sell |
211,255
-1,753
| -0.8% | -$58.6K | 0.52% | 37 |
|
|
2021
Q2 | $7.18M | Sell |
213,008
-9,246
| -4% | -$312K | 0.54% | 36 |
|
|
2021
Q1 | $7.23M | Buy |
222,254
+4,905
| +2% | +$160K | 0.59% | 34 |
|
|
2020
Q4 | $7.88M | Buy |
217,349
+124,989
| +135% | +$4.53M | 0.68% | 32 |
|
|
2020
Q3 | $3.32M | Sell |
92,360
-97,205
| -51% | -$3.5M | 0.65% | 33 |
|
|
2020
Q2 | $6.44M | Buy |
189,565
+8,090
| +4% | +$275K | 0.68% | 32 |
|
|
2020
Q1 | $5.47M | Buy |
181,475
+3,571
| +2% | +$108K | 0.7% | 31 |
|
|
2019
Q4 | $5.16M | Buy |
177,904
+9,848
| +6% | +$286K | 0.54% | 39 |
|
|
2019
Q3 | $4.74M | Buy |
168,056
+6,809
| +4% | +$192K | 0.54% | 38 |
|
|
2019
Q2 | $4.35M | Buy |
161,247
+149
| +0.1% | +$4.02K | 0.51% | 40 |
|
|
2019
Q1 | $3.99M | Sell |
161,098
-4,905
| -3% | -$121K | 0.49% | 42 |
|
|
2018
Q4 | $4.08M | Sell |
166,003
-542
| -0.3% | -$13.3K | 0.57% | 36 |
|
|
2018
Q3 | $3.81M | Buy |
166,545
+2,266
| +1% | +$51.8K | 0.47% | 34 |
|
|
2018
Q2 | $3.95M | Buy |
164,279
+299
| +0.2% | +$7.19K | 0.52% | 28 |
|
|
2018
Q1 | $4.18M | Buy |
163,980
+1,371
| +0.8% | +$34.9K | 0.57% | 27 |
|
|
2017
Q4 | $4.07M | Sell |
162,609
-3,672
| -2% | -$91.9K | 0.56% | 31 |
|
|
2017
Q3 | $4.09M | Buy |
166,281
+6,143
| +4% | +$151K | 0.58% | 29 |
|
|
2017
Q2 | $3.82M | Buy |
160,138
+2,621
| +2% | +$62.6K | 0.59% | 29 |
|
|
2017
Q1 | $3.78M | Buy |
157,517
+1,068
| +0.7% | +$25.7K | 0.6% | 29 |
|
|
2016
Q4 | $3.47M | Buy |
156,449
+1,733
| +1% | +$38.4K | 0.56% | 34 |
|
|
2016
Q3 | $3.93M | Sell |
154,716
-1,544
| -1% | -$39.2K | 0.65% | 26 |
|
|
2016
Q2 | $3.99M | Sell |
156,260
-1,555
| -1% | -$39.7K | 0.68% | 28 |
|
|
2016
Q1 | $3.75M | Sell |
157,815
-4,242
| -3% | -$101K | 0.66% | 29 |
|
|
2015
Q4 | $3.32M | Sell |
162,057
-6,973
| -4% | -$143K | 0.61% | 35 |
|
|
2015
Q3 | $3.64M | Sell |
169,030
-5,143
| -3% | -$111K | 0.71% | 29 |
|
|
2015
Q2 | $3.95M | Sell |
174,173
-2,612
| -1% | -$59.2K | 0.73% | 26 |
|
|
2015
Q1 | $4.05M | Buy |
176,785
+11,435
| +7% | +$262K | 0.76% | 29 |
|
|
2014
Q4 | $3.78M | Sell |
165,350
-21,303
| -11% | -$487K | 0.72% | 34 |
|
|
2014
Q3 | $4.37M | Buy |
186,653
+6,370
| +4% | +$149K | 0.84% | 22 |
|
|
2014
Q2 | $4.64M | Sell |
180,283
-10,432
| -5% | -$269K | 0.91% | 17 |
|
|
2014
Q1 | $4.75M | Buy |
190,715
+4,575
| +2% | +$114K | 0.96% | 16 |
|
|
2013
Q4 | $4.35M | Sell |
186,140
-1,775
| -0.9% | -$41.5K | 0.94% | 18 |
|
|
2013
Q3 | $4.84M | Buy |
187,915
+7,243
| +4% | +$187K | 1.12% | 15 |
|
|
2013
Q2 | $4.33M | Buy |
+180,672
| New | +$4.33M | 1.13% | 13 |
|