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Disclosery

Sigma Planning Corp: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on IAU, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 220,618 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,618 shares
    Change vs previous 13F -5,229 shares

    0.42% of the 13F portfolio, value $16,658,878.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,847 shares
    Change vs previous 13F +4,742 shares

    0.55% of the 13F portfolio, value $19,910,695.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 221,105 shares
    Change vs previous 13F +5,212 shares

    0.5% of the 13F portfolio, value $17,947,129.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 215,893 shares
    Change vs previous 13F +9,239 shares

    0.45% of the 13F portfolio, value $15,710,498.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 206,654 shares
    Change vs previous 13F +13,294 shares

    0.39% of the 13F portfolio, value $12,886,973.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 193,360 shares
    Change vs previous 13F +35,614 shares

    0.36% of the 13F portfolio, value $11,400,513.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 157,746 shares
    Change vs previous 13F +17,016 shares

    0.25% of the 13F portfolio, value $7,809,992.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 140,730 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,994,268.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).