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Gold Investment Management’s Franklin Templeton BEN Stock Holding History

Gold Investment Management’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
44,513
+1,512
+4% +$45.3K 0.4% 68
2026
Q1 		$1.02M Buy
43,001
+2,110
+5% +$54.3K 0.31% 79
2025
Q4 		$977K Sell
40,891
-1,053
-3% -$24.2K 0.31% 80
2025
Q3 		$970K Buy
41,944
+2,247
+6% +$55.5K 0.33% 79
2025
Q2 		$966K Buy
39,697
+1,724
+5% +$35.5K 0.36% 77
2025
Q1 		$731K Buy
37,973
+9,492
+33% +$190K 0.31% 82
2024
Q4 		$578K Buy
28,481
+1,333
+5% +$28.1K 0.24% 84
2024
Q3 		$548K Buy
27,148
+1,116
+4% +$24K 0.23% 85
2024
Q2 		$582K Buy
26,032
+644
+3% +$15.5K 0.25% 82
2024
Q1 		$714K Sell
25,388
-157
-0.6% -$4.33K 0.29% 82
2023
Q4 		$761K Buy
+25,545
New +$635K 0.33% 78

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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

Gold Investment Management increased its Franklin Templeton (BEN) stake by 3.5% in Q2 2026, buying an estimated $45.3K and bringing the position to 44,513 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #68.

Gold Investment Management first reported a position in BEN in Q4 2023 and has held it in 11 quarters since. 669 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Gold Investment Management held 44,513 shares of Franklin Templeton worth $1.48M as of Q2 2026.
  • Gold Investment Management bought 1,512 Franklin Templeton shares in Q2 2026, an estimated $45.3K.
  • Franklin Templeton made up 0.4% of Gold Investment Management's portfolio in Q2 2026, its #68 holding.
  • Gold Investment Management first reported a position in Franklin Templeton in Q4 2023 and has held it in 11 quarters since.
  • 669 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

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