Gold Investment Management’s Bank of Montreal BMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.11M	Buy	23,260 +172	+0.7%	+$27K	1.11%	32
2026 Q1	$3.12M	Buy	23,088 +189	+0.8%	+$26.3K	0.97%	41
2025 Q4	$2.97M	Buy	22,899 +244	+1%	+$30.9K	0.95%	42
2025 Q3	$2.95M	Buy	22,655 +228	+1%	+$27K	0.99%	41
2025 Q2	$2.49M	Buy	22,427 +210	+0.9%	+$21.2K	0.94%	46
2025 Q1	$2.12M	Buy	22,217 +1,069	+5%	+$106K	0.9%	49
2024 Q4	$2.05M	Buy	21,148 +243	+1%	+$23K	0.87%	50
2024 Q3	$1.89M	Buy	20,905 +268	+1%	+$22.9K	0.79%	52
2024 Q2	$1.73M	Sell	20,637 -1,508	-7%	-$137K	0.73%	54
2024 Q1	$2.16M	Buy	22,145 +409	+2%	+$38.6K	0.87%	45
2023 Q4	$2.15M	Buy	+21,736	New	+$1.81M	0.92%	42

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Gold Investment Management increased its Bank of Montreal (BMO) stake by 0.74% in Q2 2026, buying an estimated $27K and bringing the position to 23,260 shares worth $4.11M. The position accounts for 1.11% of the portfolio, ranked #32.

Gold Investment Management first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Gold Investment Management held 23,260 shares of Bank of Montreal worth $4.11M as of Q2 2026.
Gold Investment Management bought 172 Bank of Montreal shares in Q2 2026, an estimated $27K.
Bank of Montreal made up 1.11% of Gold Investment Management's portfolio in Q2 2026, its #32 holding.
Gold Investment Management first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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