Stock ownership · SEC 13F · Q4 2025

ISHARES GOLD ETF

A breakdown of ISHARES GOLD ETF's institutional base (CUSIP 464285204): the holders, the concentration among them, and what changed last quarter.

$10.7M
Reported value
19
Institutions
72%
Top-5 share

The verdict

19 institutional filers report $10.7M of ISHARES GOLD ETF on their books as of Q4 2025. ISHARES GOLD ETF is a position that shows up across a wide set of institutional books, and that ownership is skewed toward a small set of large positions.

19
institutions hold it
$10.7M
reported 13F value
72%
held by top 5
#201
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$10.7M

Institutional 13F value

Institutions

19

Reporting holders

Top-5 concentration

72%

Held by 5 largest

New buyers

17

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%72%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 79.0%

ISHARES GOLD ETF is more widely held than about 79% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of ISHARES GOLD ETF
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES GOLD ETF position has risen from 5 to 19 over the last 8 quarters of 13F filings.

0510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 19
Distinct 13F filers holding ISHARES GOLD ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Clear Retirement Advice LLC 28,347 $2.6M 24.0%
2 Barnes Wealth Management Group, Inc 20,086 $1.6M 15.2%
3 Avory & Company, LLC 20,000 $1.6M 15.2%
4 Diesslin Group, Inc. 12,050 $978K 9.1%
5 Astoria Portfolio Advisors LLC. 8,638 $851K 8.0%
6 DGS Capital Management, LLC 7,251 $589K 5.5%
7 KW WEALTH MANAGEMENT LLC 6,614 $537K 5.0%
8 Nolet Wealth Management, LLC 5,117 $415K 3.9%
9 Tempo Wealth, LLC 4,908 $398K 3.7%
10 SSA SWISS ADVISORS AG 4,889 $397K 3.7%
11 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,579 $291K 2.7%
12 BDFS Capital LLC 3,380 $274K 2.6%
13 MidFirst Bank 515 $42K 0.4%
14 Strategic Investment Solutions, Inc. /IL 385 $31K 0.3%
15 Compass Financial Services Inc 359 $29K 0.3%
16 CHELSEA COUNSEL CO 309 $25K 0.2%
17 TD Capital Management LLC 130 $11K 0.1%
18 Topor & Co. Korea 102,875 $8K 0.1%
19 Anchor Investment Management, LLC 10 $812 0.0%

Latest Quarter Activity · Q4 2025

What the data says about ISHARES GOLD ETF

A handful of institutions account for most of the reported institutional float here.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put ISHARES GOLD ETF in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold ISHARES GOLD ETF?
ISHARES GOLD ETF is held by 19 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ISHARES GOLD ETF?
Institutions report $10.7M of ISHARES GOLD ETF as of Q4 2025.
How concentrated is ownership of ISHARES GOLD ETF?
The top five institutional holders account for 72% of the reported institutional value in ISHARES GOLD ETF, making ownership skewed toward a small set of large positions.
Who is the largest institutional holder of ISHARES GOLD ETF?
Clear Retirement Advice LLC is the largest reported holder of ISHARES GOLD ETF with $2.6M across 28,347 shares as of Q4 2025.
Where does this ISHARES GOLD ETF data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.