13F

Stock

Ishares Tr

Ticker not mapped · held by 31 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$21.3M

Holders

31

+0 new · −0 exited

Holders’ est. mark

$69.8K

Price effect on 3 books still in the name

Largest holder

$4.57M

TOCQUEVILLE ASSET MANAGEMENT L.P.

Holder count by quarter

Q1 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
TOCQUEVILLE ASSET MANAGEMENT L.P.133.2K$4.57M—Held
BANK OF AMERICA CORP /DE/129.3K$4.44M$57.8KAdded$2.08M
RAYMOND JAMES FINANCIAL INC67.2K$2.31M—Held
LPL Financial LLC38.8K$1.33M—Held
Prepared Retirement Institute LLC36.2K$1.24M—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP33K$1.13M—Held
Mariner, LLC32.7K$1.12M—Held
Global Assets Advisory, LLC24.9K$856.3K—Held
ROYAL BANK OF CANADA24.7K$847K—Held
Well Done, LLC17.9K$613.8K—Held
NovaPoint Capital, LLC15.4K$528.6K—Held
Orion Porfolio Solutions, LLC10.9K$373.1K—Held
COMMONWEALTH EQUITY SERVICES, LLC9.49K$326K—Held
GOLDMAN SACHS GROUP INC8.95K$307.3K—Held
MORGAN STANLEY7.86K$270K$6.42KAdded$6.39K
Chicago Partners Investment Group LLC7.15K$261.9K—Held
Sanctuary Advisors, LLC6.83K$234.6K$5.61KAdded$3.83K
Dynamic Financial Group6K$206K—Held
TD Waterhouse Canada Inc.1.82K$62.5K—Held
US BANCORP \DE\1.78K$61K—Held
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.71K$58.7K—Held
Westside Investment Management, Inc.1.3K$44.6K—Held
OSAIC HOLDINGS, INC.1.22K$42K—Held
Crews Bank & Trust705$24.2K—Held
NATIONAL BANK OF CANADA /FI/310$10.6K—Held
Winch Advisory Services, LLC167$5.73K—Held
CREATIVE FINANCIAL DESIGNS INC /ADV96$3.29K—Held
Global Retirement Partners, LLC80$2.75K—Held
NewEdge Advisors, LLC53$1.82K—Held
AE Wealth Management LLC47$1.61K—Held
WELLS FARGO & COMPANY/MN0$6—Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.