GIM
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Gold Investment Management’s Broadcom AVGO Stock Holding History

Gold Investment Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Sell
7,209
-335
-4% -$134K 0.74% 54
2026
Q1 		$2.34M Hold
7,544
– – 0.72% 52
2025
Q4 		$2.61M Hold
7,544
– – 0.83% 49
2025
Q3 		$2.49M Hold
7,544
– – 0.84% 52
2025
Q2 		$2.04M Buy
7,544
+1,821
+32% +$395K 0.77% 52
2025
Q1 		$958K Buy
5,723
+321
+6% +$67.9K 0.4% 72
2024
Q4 		$1.25M Sell
5,402
-508
-9% -$94K 0.53% 64
2024
Q3 		$1.02M Sell
5,910
-1,400
-19% -$224K 0.43% 69
2024
Q2 		$1.17M Sell
7,310
-600
-8% -$84.1K 0.5% 66
2024
Q1 		$1.05M Buy
7,910
+40
+0.5% +$4.96K 0.42% 69
2023
Q4 		$878K Buy
+7,870
New +$745K 0.38% 74

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gold Investment Management's AVGO Position: Q2 2026 in Review

Gold Investment Management reduced its Broadcom (AVGO) stake by 4.4% in Q2 2026, selling an estimated $134K and leaving 7,209 shares worth $2.72M. The position accounts for 0.74% of the portfolio, ranked #54.

Gold Investment Management first reported a position in AVGO in Q4 2023 and has held it in 11 quarters since. 4,859 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gold Investment Management held 7,209 shares of Broadcom worth $2.72M as of Q2 2026.
  • Gold Investment Management sold 335 Broadcom shares in Q2 2026, an estimated $134K.
  • Broadcom made up 0.74% of Gold Investment Management's portfolio in Q2 2026, its #54 holding.
  • Gold Investment Management first reported a position in Broadcom in Q4 2023 and has held it in 11 quarters since.
  • 4,859 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.