Gold Investment Management’s Brookfield Business Partners BBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-45,074	Closed	-$1.6M	–	202
2025 Q4	$1.6M	Buy	45,074 +804	+2%	+$27.6K	0.51%	65
2025 Q3	$1.45M	Buy	44,270 +2,276	+5%	+$60.7K	0.49%	64
2025 Q2	$1.09M	Buy	41,994 +2,685	+7%	+$63K	0.41%	70
2025 Q1	$921K	Buy	39,309 +6,791	+21%	+$157K	0.39%	74
2024 Q4	$767K	Buy	32,518 +1,017	+3%	+$24.2K	0.32%	79
2024 Q3	$739K	Buy	31,501 +2,169	+7%	+$44.3K	0.31%	79
2024 Q2	$555K	Sell	29,332 -795	-3%	-$15.3K	0.23%	85
2024 Q1	$667K	Buy	30,127 +206	+0.7%	+$4.42K	0.27%	84
2023 Q4	$618K	Buy	+29,921	New	+$479K	0.26%	84

Other funds holding BBU

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Gold Investment Management sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 45,074 shares — an estimated $1.6M sold.

Gold Investment Management first reported a position in BBU in Q4 2023 and held it in 9 quarters. The position peaked at $1.6M in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

Gold Investment Management reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
Gold Investment Management sold 45,074 Brookfield Business Partners shares in Q1 2026, an estimated $1.6M.
Gold Investment Management first reported a position in Brookfield Business Partners in Q4 2023 and held it in 9 quarters.
Gold Investment Management's Brookfield Business Partners position peaked at $1.6M in Q4 2025.
2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

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