Sigma Planning Corp IAG — IAMGOLD CORP

Ownership history in Sigma Planning Corp  ·  8 quarters on record

AI Ownership Summary

Sigma Planning Corp reported IAMGOLD CORP (IAG) in 8 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows IAG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sigma Planning Corp's position in IAMGOLD CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IAG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sigma Planning Corp held IAG — position size vs. price
% of Fund (quarterly)    IAG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 80,462 +38,802 +93.1% 0.04% $1.5M 2026-10-23 $16.26
2026 Q2 ADDED — — — 41,660 +765 +1.9% 0.02% $660K 2026-08-07 $18.32
2026 Q1 ADDED — — — 40,895 +14,042 +52.3% 0.02% $770K 2026-05-04 $16.31
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sigma Planning Corp and IAG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sigma Planning Corp reported owning IAG?

Sigma Planning Corp reported IAG across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported IAG position in Sigma Planning Corp's portfolio?

The largest reported portfolio weight for IAG was 0.04% in 2026 Q3.

What is the latest reported IAG position on this page?

The most recent filing on this page is 2026 Q3, when Sigma Planning Corp reported 80,462 shares, equal to 0.04% of portfolio, with an estimated market value of $1.5M.

What does the chart on this IAG ownership page compare?

The chart compares Sigma Planning Corp's quarterly IAG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sigma Planning Corp time their IAG position?

Based on 13F filing dates vs. subsequent IAG price moves, Sigma Planning Corp correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on IAG relative to SPY over the holding period was -28.5%.

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