Sigma Investment Counselors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Sell |
118,050
-3,526
| -3% | -$323K | 0.55% | 38 |
|
|
2025
Q4 | $9.87M | Sell |
121,576
-704
| -0.6% | -$55.1K | 0.5% | 42 |
|
|
2025
Q3 | $8.9M | Sell |
122,280
-126,395
| -51% | -$8.25M | 0.46% | 44 |
|
|
2025
Q2 | $15.5M | Buy |
248,675
+19,904
| +9% | +$1.23M | 0.85% | 29 |
|
|
2025
Q1 | $13.5M | Sell |
228,771
-3,481
| -1% | -$188K | 0.82% | 28 |
|
|
2024
Q4 | $11.5M | Buy |
232,252
+5,482
| +2% | +$275K | 0.68% | 32 |
|
|
2024
Q3 | $11.3M | Sell |
226,770
-1,619
| -0.7% | -$75.8K | 0.66% | 33 |
|
|
2024
Q2 | $10M | Buy |
228,389
+4,717
| +2% | +$208K | 0.63% | 33 |
|
|
2024
Q1 | $9.4M | Buy |
223,672
+3,146
| +1% | +$123K | 0.61% | 35 |
|
|
2023
Q4 | $8.61M | Buy |
220,526
+4,081
| +2% | +$153K | 0.61% | 34 |
|
|
2023
Q3 | $7.57M | Buy |
216,445
+2,110
| +1% | +$77K | 0.57% | 36 |
|
|
2023
Q2 | $7.8M | Buy |
214,335
+4,176
| +2% | +$157K | 0.57% | 36 |
|
|
2023
Q1 | $7.85M | Sell |
210,159
-2,007
| -0.9% | -$72K | 0.61% | 32 |
|
|
2022
Q4 | $7.34M | Sell |
212,166
-1,350
| -0.6% | -$44.3K | 0.6% | 32 |
|
|
2022
Q3 | $6.73M | Buy |
213,516
+142
| +0.1% | +$4.65K | 0.57% | 35 |
|
|
2022
Q2 | $7.32M | Buy |
213,374
+40
| +0% | +$1.42K | 0.6% | 33 |
|
|
2022
Q1 | $7.86M | Buy |
213,334
+5,316
| +3% | +$190K | 0.56% | 37 |
|
|
2021
Q4 | $7.24M | Sell |
208,018
-3,237
| -2% | -$111K | 0.51% | 37 |
|
|
2021
Q3 | $7.06M | Sell |
211,255
-1,753
| -0.8% | -$59.7K | 0.52% | 37 |
|
|
2021
Q2 | $7.18M | Sell |
213,008
-9,246
| -4% | -$320K | 0.54% | 36 |
|
|
2021
Q1 | $7.23M | Buy |
222,254
+4,905
| +2% | +$168K | 0.59% | 34 |
|
|
2020
Q4 | $7.88M | Buy |
217,349
+124,989
| +135% | +$4.47M | 0.68% | 32 |
|
|
2020
Q3 | $3.32M | Sell |
92,360
-97,205
| -51% | -$3.55M | 0.65% | 33 |
|
|
2020
Q2 | $6.44M | Buy |
189,565
+8,090
| +4% | +$265K | 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% | +$279K | 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% | +$3.73K | 0.51% | 40 |
|
|
2019
Q1 | $3.99M | Sell |
161,098
-4,905
| -3% | -$123K | 0.49% | 42 |
|
|
2018
Q4 | $4.08M | Sell |
166,003
-542
| -0.3% | -$12.8K | 0.57% | 36 |
|
|
2018
Q3 | $3.81M | Buy |
166,545
+2,266
| +1% | +$52.7K | 0.47% | 34 |
|
|
2018
Q2 | $3.95M | Buy |
164,279
+299
| +0.2% | +$7.5K | 0.52% | 28 |
|
|
2018
Q1 | $4.17M | Buy |
163,980
+1,371
| +0.8% | +$35K | 0.57% | 27 |
|
|
2017
Q4 | $4.07M | Sell |
162,609
-3,672
| -2% | -$90.1K | 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% | +$63.4K | 0.59% | 29 |
|
|
2017
Q1 | $3.78M | Buy |
157,517
+1,068
| +0.7% | +$25.1K | 0.6% | 29 |
|
|
2016
Q4 | $3.47M | Buy |
156,449
+1,733
| +1% | +$40.6K | 0.56% | 34 |
|
|
2016
Q3 | $3.93M | Sell |
154,716
-1,544
| -1% | -$39.7K | 0.65% | 26 |
|
|
2016
Q2 | $3.99M | Sell |
156,260
-1,555
| -1% | -$37.8K | 0.68% | 28 |
|
|
2016
Q1 | $3.75M | Sell |
157,815
-4,242
| -3% | -$97K | 0.66% | 29 |
|
|
2015
Q4 | $3.32M | Sell |
162,057
-6,973
| -4% | -$149K | 0.61% | 35 |
|
|
2015
Q3 | $3.64M | Sell |
169,030
-5,143
| -3% | -$112K | 0.71% | 29 |
|
|
2015
Q2 | $3.95M | Sell |
174,173
-2,612
| -1% | -$60.3K | 0.73% | 26 |
|
|
2015
Q1 | $4.05M | Buy |
176,785
+11,435
| +7% | +$270K | 0.76% | 29 |
|
|
2014
Q4 | $3.78M | Sell |
165,350
-21,303
| -11% | -$495K | 0.72% | 34 |
|
|
2014
Q3 | $4.37M | Buy |
186,653
+6,370
| +4% | +$158K | 0.84% | 22 |
|
|
2014
Q2 | $4.64M | Sell |
180,283
-10,432
| -5% | -$261K | 0.91% | 17 |
|
|
2014
Q1 | $4.75M | Buy |
190,715
+4,575
| +2% | +$115K | 0.96% | 16 |
|
|
2013
Q4 | $4.35M | Sell |
186,140
-1,775
| -0.9% | -$43.8K | 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 | +$4.97M | 1.13% | 13 |
|
Other funds holding IAU
Sigma Investment Counselors's IAU Position: Q1 2026 in Review
Sigma Investment Counselors reduced its iShares Gold Trust (IAU) stake by 2.9% in Q1 2026, selling an estimated $323K and leaving 118,050 shares worth $10.4M. The position accounts for 0.55% of the portfolio, ranked #38.
Sigma Investment Counselors first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q2 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Sigma Investment Counselors held 118,050 shares of iShares Gold Trust worth $10.4M as of Q1 2026.
- Sigma Investment Counselors sold 3,526 iShares Gold Trust shares in Q1 2026, an estimated $323K.
- iShares Gold Trust made up 0.55% of Sigma Investment Counselors's portfolio in Q1 2026, its #38 holding.
- Sigma Investment Counselors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
- Sigma Investment Counselors's iShares Gold Trust position peaked at $15.5M in Q2 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.