Gold Investment Management’s Franklin Resources 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 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

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gold Investment Management increased its Franklin Resources (BEN) stake by 5.2% in Q1 2026, buying an estimated $54.3K and bringing the position to 43,001 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #79.

Gold Investment Management first reported a position in BEN in Q4 2023 and has held it in 10 quarters since. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Gold Investment Management held 43,001 shares of Franklin Resources worth $1.02M as of Q1 2026.
Gold Investment Management bought 2,110 Franklin Resources shares in Q1 2026, an estimated $54.3K.
Franklin Resources made up 0.31% of Gold Investment Management's portfolio in Q1 2026, its #79 holding.
Gold Investment Management first reported a position in Franklin Resources in Q4 2023 and has held it in 10 quarters since.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

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