Golden Reserve Retirement LLC
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 634,927
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 112 | 634,927 | 13F-HR | Golden Reserve Retirement LLC |
| Q1 2026 | 4/20/2026 | 104 | 484,664 | 13F-HR | Golden Reserve Retirement LLC |
| Q4 2025 | 1/29/2026 | 130 | 541,595 | 13F-HR | Golden Reserve Retirement LLC |
| Q3 2025 | 11/4/2025 | 20 | 385,366 | 13F-HR | Golden Reserve Retirement LLC |
| Q2 2025 | 7/23/2025 | 18 | 311,639 | 13F-HR | Golden Reserve Retirement LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.9 K | 16.2% | 58.74 K | 0 | 58.74 K |
| ETFs | 532 K | 83.8% | 92.17 K | 0 | 92.17 K |
| Debt | 0 | 0.0% | 0 | 653 | -653 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
634,927
Holdings
112
QoQ value change ($000)
150,263
(31.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.