Sigma Planning Corp’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 | $19.9M | Buy |
225,847
+4,742
| +2% | +$435K | 0.55% | 23 |
|
|
2025
Q4 | $17.9M | Buy |
221,105
+5,212
| +2% | +$408K | 0.5% | 28 |
|
|
2025
Q3 | $15.7M | Buy |
215,893
+9,239
| +4% | +$603K | 0.45% | 32 |
|
|
2025
Q2 | $12.9M | Buy |
206,654
+13,294
| +7% | +$824K | 0.39% | 42 |
|
|
2025
Q1 | $11.4M | Buy |
193,360
+35,614
| +23% | +$1.93M | 0.36% | 48 |
|
|
2024
Q4 | $7.81M | Buy |
157,746
+17,016
| +12% | +$855K | 0.25% | 73 |
|
|
2024
Q3 | $6.99M | Buy |
140,730
+11,852
| +9% | +$555K | 0.21% | 92 |
|
|
2024
Q2 | $5.66M | Buy |
128,878
+3,194
| +3% | +$141K | 0.18% | 109 |
|
|
2024
Q1 | $5.28M | Buy |
125,684
+72,496
| +136% | +$2.84M | 0.17% | 116 |
|
|
2023
Q4 | $2.08M | Sell |
53,188
-126,047
| -70% | -$4.72M | 0.16% | 121 |
|
|
2023
Q3 | $6.27M | Sell |
179,235
-5,727
| -3% | -$209K | 0.24% | 78 |
|
|
2023
Q2 | $6.73M | Buy |
184,962
+574
| +0.3% | +$21.5K | 0.24% | 77 |
|
|
2023
Q1 | $6.89M | Buy |
184,388
+24,563
| +15% | +$882K | 0.23% | 94 |
|
|
2022
Q4 | $5.53M | Sell |
159,825
-4,556
| -3% | -$150K | 0.2% | 116 |
|
|
2022
Q3 | $5.18M | Sell |
164,381
-16,433
| -9% | -$539K | 0.2% | 111 |
|
|
2022
Q2 | $6.2M | Sell |
180,814
-13,198
| -7% | -$470K | 0.22% | 98 |
|
|
2022
Q1 | $7.14M | Buy |
194,012
+29,977
| +18% | +$1.07M | 0.21% | 90 |
|
|
2021
Q4 | $5.71M | Buy |
164,035
+14,605
| +10% | +$499K | 0.16% | 131 |
|
|
2021
Q3 | $4.99M | Buy |
149,430
+4,684
| +3% | +$160K | 0.15% | 148 |
|
|
2021
Q2 | $4.88M | Buy |
144,746
+3,368
| +2% | +$116K | 0.15% | 151 |
|
|
2021
Q1 | $4.6M | Sell |
141,378
-5,332
| -4% | -$182K | 0.15% | 168 |
|
|
2020
Q4 | $5.32M | Sell |
146,710
-21,162
| -13% | -$757K | 0.18% | 124 |
|
|
2020
Q3 | $6.04M | Sell |
167,872
-65,134
| -28% | -$2.38M | 0.24% | 83 |
|
|
2020
Q2 | $7.92M | Buy |
233,006
+83,044
| +55% | +$2.72M | 0.35% | 50 |
|
|
2020
Q1 | $4.52M | Buy |
149,962
+14,451
| +11% | +$437K | 0.27% | 72 |
|
|
2019
Q4 | $3.93M | Buy |
135,511
+46,900
| +53% | +$1.33M | 0.17% | 134 |
|
|
2019
Q3 | $2.5M | Buy |
88,611
+17,298
| +24% | +$488K | 0.12% | 180 |
|
|
2019
Q2 | $1.93M | Sell |
71,313
-29,376
| -29% | -$736K | 0.1% | 218 |
|
|
2019
Q1 | $2.49M | Buy |
100,689
+36,828
| +58% | +$920K | 0.14% | 165 |
|
|
2018
Q4 | $1.57M | Buy |
63,861
+13,702
| +27% | +$323K | 0.11% | 191 |
|
|
2018
Q3 | $1.15M | Buy |
50,159
+5,675
| +13% | +$132K | 0.07% | 273 |
|
|
2018
Q2 | $1.07M | Sell |
44,484
-3,732
| -8% | -$93.6K | 0.07% | 266 |
|
|
2018
Q1 | $1.23M | Sell |
48,216
-20
| -0% | -$511 | 0.09% | 231 |
|
|
2017
Q4 | $1.21M | Sell |
48,236
-20,042
| -29% | -$492K | 0.09% | 232 |
|
|
2017
Q3 | $1.68M | Buy |
68,278
+12,742
| +23% | +$313K | 0.14% | 175 |
|
|
2017
Q2 | $1.33M | Sell |
55,536
-1,929
| -3% | -$46.7K | 0.12% | 192 |
|
|
2017
Q1 | $1.38M | Sell |
57,465
-2,806
| -5% | -$65.9K | 0.13% | 184 |
|
|
2016
Q4 | $1.34M | Sell |
60,271
-12,662
| -17% | -$297K | 0.15% | 165 |
|
|
2016
Q3 | $1.85M | Buy |
72,933
+550
| +0.8% | +$14.2K | 0.22% | 106 |
|
|
2016
Q2 | $1.85M | Buy |
72,383
+31,132
| +75% | +$756K | 0.24% | 96 |
|
|
2016
Q1 | $980K | Buy |
41,251
+7,449
| +22% | +$170K | 0.13% | 181 |
|
|
2015
Q4 | $692K | Sell |
33,802
-5,560
| -14% | -$119K | 0.1% | 237 |
|
|
2015
Q3 | $849K | Buy |
39,362
+1,257
| +3% | +$27.3K | 0.13% | 181 |
|
|
2015
Q2 | $864K | Sell |
38,105
-429
| -1% | -$9.9K | 0.12% | 210 |
|
|
2015
Q1 | $882K | Sell |
38,534
-177
| -0.5% | -$4.17K | 0.12% | 214 |
|
|
2014
Q4 | $886K | Buy |
+38,711
| New | +$900K | 0.12% | 207 |
|
Other funds holding IAU
Sigma Planning Corp's IAU Position: Q1 2026 in Review
Sigma Planning Corp increased its iShares Gold Trust (IAU) stake by 2.1% in Q1 2026, buying an estimated $435K and bringing the position to 225,847 shares worth $19.9M. The position accounts for 0.55% of the portfolio, ranked #23.
Sigma Planning Corp first reported a position in IAU in Q4 2014 and has held it in 46 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Sigma Planning Corp held 225,847 shares of iShares Gold Trust worth $19.9M as of Q1 2026.
- Sigma Planning Corp bought 4,742 iShares Gold Trust shares in Q1 2026, an estimated $435K.
- iShares Gold Trust made up 0.55% of Sigma Planning Corp's portfolio in Q1 2026, its #23 holding.
- Sigma Planning Corp first reported a position in iShares Gold Trust in Q4 2014 and has held it in 46 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.