Gold Investment Management’s Bank of America BAC Stock Holding History

Gold Investment Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.33M	Buy	88,857 +168	+0.2%	+$8.67K	1.34%	25
2025 Q4	$4.88M	Buy	88,689 +250	+0.3%	+$13.2K	1.56%	18
2025 Q3	$4.56M	Buy	88,439 +1	+0%	+$49	1.53%	19
2025 Q2	$4.21M	Buy	88,438 +156	+0.2%	+$6.56K	1.59%	18
2025 Q1	$3.68M	Sell	88,282 -2,638	-3%	-$118K	1.56%	17
2024 Q4	$4M	Buy	90,920 +292	+0.3%	+$12.8K	1.69%	17
2024 Q3	$3.58M	Sell	90,628 -3,104	-3%	-$124K	1.5%	21
2024 Q2	$3.73M	Sell	93,732 -99	-0.1%	-$3.79K	1.58%	20
2024 Q1	$3.56M	Buy	93,831 +116	+0.1%	+$3.98K	1.44%	20
2023 Q4	$3.16M	Buy	+93,715	New	+$2.73M	1.35%	26

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gold Investment Management's BAC Position: Q1 2026 in Review

Gold Investment Management increased its Bank of America (BAC) stake by 0.19% in Q1 2026, buying an estimated $8.67K and bringing the position to 88,857 shares worth $4.33M. The position accounts for 1.34% of the portfolio, ranked #25.

Gold Investment Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.88M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Gold Investment Management held 88,857 shares of Bank of America worth $4.33M as of Q1 2026.
Gold Investment Management bought 168 Bank of America shares in Q1 2026, an estimated $8.67K.
Bank of America made up 1.34% of Gold Investment Management's portfolio in Q1 2026, its #25 holding.
Gold Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Bank of America position peaked at $4.88M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.