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Sigma Investment Counselors’s iShares Gold Trust Micro IAUM Stock Holding History

Sigma Investment Counselors’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.57M Sell
239,218
-5,282
-2% -$238K 0.47% 40
2026
Q1 		$11.4M Sell
244,500
-15,637
-6% -$760K 0.6% 36
2025
Q4 		$11.2M Buy
260,137
+25,510
+11% +$1.06M 0.57% 39
2025
Q3 		$9.03M Buy
+234,627
New +$8.1M 0.47% 43

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sigma Investment Counselors's IAUM Position: Q2 2026 in Review

Sigma Investment Counselors reduced its iShares Gold Trust Micro (IAUM) stake by 2.2% in Q2 2026, selling an estimated $238K and leaving 239,218 shares worth $9.57M. The position accounts for 0.47% of the portfolio, ranked #40.

Sigma Investment Counselors first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Sigma Investment Counselors held 239,218 shares of iShares Gold Trust Micro worth $9.57M as of Q2 2026.
  • Sigma Investment Counselors sold 5,282 iShares Gold Trust Micro shares in Q2 2026, an estimated $238K.
  • iShares Gold Trust Micro made up 0.47% of Sigma Investment Counselors's portfolio in Q2 2026, its #40 holding.
  • Sigma Investment Counselors first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • Sigma Investment Counselors's iShares Gold Trust Micro position peaked at $11.4M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.