Golden Reserve Retirement LLC
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 541,595
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 353.9 K | 65.4% | 120.4 K | 0 | 120.4 K |
| ETFs | 187.4 K | 34.6% | 35.57 K | 0 | 35.57 K |
| Debt | 281 | 0.1% | 281 | 0 | 281 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
541,595
Holdings
130
QoQ value change ($000)
156,229
(40.5%)
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.