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Golden Reserve Retirement’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Golden Reserve Retirement’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,564
Closed -$233K – 119
2025
Q4 		$233K Buy
+1,564
New +$231K 0.04% 112

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Golden Reserve Retirement's ITOT Position: Q1 2026 in Review

Golden Reserve Retirement sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 1,564 shares — an estimated $233K sold.

Golden Reserve Retirement first reported a position in ITOT in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Golden Reserve Retirement reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Golden Reserve Retirement sold 1,564 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $233K.
  • Golden Reserve Retirement first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Golden Reserve Retirement's iShares Core S&P Total US Stock Market ETF position peaked at $233K in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Golden Reserve Retirement's 13F filing for Q1 2026, filed 20 Apr 2026.