Gold Investment Management’s Brookfield Asset Management BAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.29M	Buy	51,522 +1,366	+3%	+$66.7K	0.71%	53
2025 Q4	$2.63M	Buy	50,156 +1,803	+4%	+$96.9K	0.84%	47
2025 Q3	$2.75M	Buy	48,353 +1,215	+3%	+$72.3K	0.92%	45
2025 Q2	$2.58M	Buy	47,138 +1,159	+3%	+$62.2K	0.97%	43
2025 Q1	$2.23M	Buy	45,979 +4,090	+10%	+$223K	0.94%	47
2024 Q4	$2.27M	Buy	41,889 +219	+0.5%	+$11.8K	0.96%	43
2024 Q3	$1.97M	Sell	41,670 -7,625	-15%	-$319K	0.82%	49
2024 Q2	$1.88M	Sell	49,295 -2,612	-5%	-$103K	0.79%	49
2024 Q1	$2.18M	Sell	51,907 -909	-2%	-$36.8K	0.88%	44
2023 Q4	$2.12M	Buy	+52,816	New	+$1.79M	0.91%	43

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Gold Investment Management increased its Brookfield Asset Management (BAM) stake by 2.7% in Q1 2026, buying an estimated $66.7K and bringing the position to 51,522 shares worth $2.29M. The position accounts for 0.71% of the portfolio, ranked #53.

Gold Investment Management first reported a position in BAM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q3 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Gold Investment Management held 51,522 shares of Brookfield Asset Management worth $2.29M as of Q1 2026.
Gold Investment Management bought 1,366 Brookfield Asset Management shares in Q1 2026, an estimated $66.7K.
Brookfield Asset Management made up 0.71% of Gold Investment Management's portfolio in Q1 2026, its #53 holding.
Gold Investment Management first reported a position in Brookfield Asset Management in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Brookfield Asset Management position peaked at $2.75M in Q3 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

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