Advertisement
Screener

SigFig Wealth Management, LLC Historic Quarter Change: USA Stocks, Reduced

SigFig Wealth Management, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SigFig Wealth Management, LLC opened 2 positions, added to 5, reduced 5 and sold out of 1.

  • Q1 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 43,938.
  • Q4 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 45,800.
  • Q4 2025: Stock FGDL; Country of operation United States; Class RESPBLY SRCD GLD; Shares before 7,516.
  • Q2 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 39,070.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1696957), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026IAU
ISHARES GOLD TR
United StatesISHARES NEW43,93816,560-27,378$3,566,434$1,459,915-$2,106,5192026-04-14
Q4 2025IAU
ISHARES GOLD TR
United StatesISHARES NEW45,80043,938-1,862$3,304,916$3,566,434+$261,5182026-01-16
Q4 2025FGDL
FRANKLIN TEMPLETON HOLDINGS
United StatesRESPBLY SRCD GLD7,5167,075-441$385,120$407,678+$22,5582026-01-16
Q2 2025IAU
ISHARES GOLD TR
United StatesISHARES NEW39,07028,800-10,270$2,271,139$1,775,520-$495,6192025-07-18
Q3 2024AAPL
APPLE INC
United StatesCOM2,0801,780-300$400,852$337,666-$63,1862024-11-14

Similar Firms

Firm NameCountry13F ValueHoldings
Fisher Funds Management LTDNew Zealand$3.412B169
SALEM INVESTMENT COUNSELORS INCUnited States$3.408B1,238
MARSICO CAPITAL MANAGEMENT LLCUnited States$3.403B65
BECKER CAPITAL MANAGEMENT INCUnited States$3.402B298
CHECK CAPITAL MANAGEMENT INC/CAUnited States$3.436B66
OBERWEIS ASSET MANAGEMENT INC/United States$3.386B180
SPROTT INC.Canada$3.437B243
Caledonia (Private) Investments Pty LtdAustralia$3.438B16
J. Goldman & Co LPUnited States$3.442B642
Valley Forge Capital Management, LPUnited States$3.376B7