Sigma Planning Corp’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 | $12.9M | Buy |
206,654
+13,294
| +7% | +$829K | 0.39% | 42 |
|
|
2025
Q1 | $11.4M | Buy |
193,360
+35,614
| +23% | +$2.1M | 0.36% | 48 |
|
|
2024
Q4 | $7.81M | Buy |
157,746
+17,016
| +12% | +$842K | 0.25% | 73 |
|
|
2024
Q3 | $6.99M | Buy |
140,730
+11,852
| +9% | +$589K | 0.21% | 92 |
|
|
2024
Q2 | $5.66M | Buy |
128,878
+3,194
| +3% | +$140K | 0.18% | 109 |
|
|
2024
Q1 | $5.28M | Buy |
125,684
+72,496
| +136% | +$3.05M | 0.17% | 116 |
|
|
2023
Q4 | $2.08M | Sell |
53,188
-126,047
| -70% | -$4.92M | 0.16% | 121 |
|
|
2023
Q3 | $6.27M | Sell |
179,235
-5,727
| -3% | -$200K | 0.24% | 78 |
|
|
2023
Q2 | $6.73M | Buy |
184,962
+574
| +0.3% | +$20.9K | 0.24% | 77 |
|
|
2023
Q1 | $6.89M | Buy |
184,388
+24,563
| +15% | +$918K | 0.23% | 94 |
|
|
2022
Q4 | $5.53M | Sell |
159,825
-4,556
| -3% | -$158K | 0.2% | 116 |
|
|
2022
Q3 | $5.18M | Sell |
164,381
-16,433
| -9% | -$518K | 0.2% | 110 |
|
|
2022
Q2 | $6.2M | Sell |
180,814
-13,198
| -7% | -$453K | 0.22% | 96 |
|
|
2022
Q1 | $7.15M | Buy |
194,012
+29,977
| +18% | +$1.1M | 0.21% | 90 |
|
|
2021
Q4 | $5.71M | Buy |
164,035
+14,605
| +10% | +$508K | 0.16% | 130 |
|
|
2021
Q3 | $4.99M | Buy |
149,430
+4,684
| +3% | +$156K | 0.15% | 146 |
|
|
2021
Q2 | $4.88M | Buy |
144,746
+3,368
| +2% | +$114K | 0.15% | 150 |
|
|
2021
Q1 | $4.6M | Sell |
141,378
-5,332
| -4% | -$173K | 0.15% | 168 |
|
|
2020
Q4 | $5.32M | Sell |
146,710
-21,162
| -13% | -$767K | 0.18% | 123 |
|
|
2020
Q3 | $6.04M | Sell |
167,872
-65,134
| -28% | -$2.34M | 0.24% | 83 |
|
|
2020
Q2 | $7.92M | Buy |
233,006
+83,044
| +55% | +$2.82M | 0.35% | 50 |
|
|
2020
Q1 | $4.52M | Buy |
149,962
+14,451
| +11% | +$436K | 0.27% | 72 |
|
|
2019
Q4 | $3.93M | Buy |
135,511
+46,900
| +53% | +$1.36M | 0.17% | 133 |
|
|
2019
Q3 | $2.5M | Buy |
88,611
+17,298
| +24% | +$488K | 0.12% | 180 |
|
|
2019
Q2 | $1.93M | Sell |
71,313
-29,376
| -29% | -$793K | 0.1% | 218 |
|
|
2019
Q1 | $2.49M | Buy |
100,689
+36,828
| +58% | +$912K | 0.14% | 165 |
|
|
2018
Q4 | $1.57M | Buy |
63,861
+13,702
| +27% | +$337K | 0.11% | 189 |
|
|
2018
Q3 | $1.15M | Buy |
50,159
+5,675
| +13% | +$130K | 0.07% | 270 |
|
|
2018
Q2 | $1.07M | Sell |
44,484
-3,732
| -8% | -$89.7K | 0.07% | 266 |
|
|
2018
Q1 | $1.23M | Sell |
48,216
-20
| -0% | -$509 | 0.09% | 230 |
|
|
2017
Q4 | $1.21M | Sell |
48,236
-20,042
| -29% | -$502K | 0.09% | 231 |
|
|
2017
Q3 | $1.68M | Buy |
68,278
+12,742
| +23% | +$314K | 0.14% | 174 |
|
|
2017
Q2 | $1.33M | Sell |
55,536
-1,929
| -3% | -$46.1K | 0.12% | 192 |
|
|
2017
Q1 | $1.38M | Sell |
57,465
-2,806
| -5% | -$67.4K | 0.13% | 184 |
|
|
2016
Q4 | $1.34M | Sell |
60,271
-12,662
| -17% | -$281K | 0.15% | 165 |
|
|
2016
Q3 | $1.85M | Buy |
72,933
+550
| +0.8% | +$14K | 0.22% | 105 |
|
|
2016
Q2 | $1.85M | Buy |
72,383
+31,132
| +75% | +$794K | 0.24% | 96 |
|
|
2016
Q1 | $980K | Buy |
41,251
+7,449
| +22% | +$177K | 0.13% | 181 |
|
|
2015
Q4 | $692K | Sell |
33,802
-5,560
| -14% | -$114K | 0.1% | 237 |
|
|
2015
Q3 | $849K | Buy |
39,362
+1,257
| +3% | +$27.1K | 0.13% | 180 |
|
|
2015
Q2 | $864K | Sell |
38,105
-429
| -1% | -$9.73K | 0.12% | 210 |
|
|
2015
Q1 | $882K | Sell |
38,534
-177
| -0.5% | -$4.05K | 0.12% | 214 |
|
|
2014
Q4 | $886K | Buy |
+38,711
| New | +$886K | 0.12% | 207 |
|