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
According to SEC Form 13F-HR filings in this corpus, ISHARES GOLD ETF ranks #427 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 19 institutions report $10.7M as of Q4 2025, with ownership skewed toward a small set of large positions.
- 19
- institutions hold it
- $10.7M
- reported 13F value
- 72%
- held by top 5
- #427
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES GOLD ETF ranks #427 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464285204 · Q4 2025 $11M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-HEAVY · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-LIGHT #427/775
- HOLDERS-NARROW 19 filers
- CONC-HEAVY 72% top-5
- PHOTO-FINISH FIRST TR EXCHANGE TR…
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: FIRST TR EXCHANGE TRADED FD
Read with: Ownership concentration guide - ISHARES GOLD ETF's top-five holders account for 72% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES GOLD ETF
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
ISHARES GOLD ETF vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
19 Top 21% higher than 79% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES GOLD ETF's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES GOLD ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($10.7M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (19 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.