Gold Investment Management’s Brookfield BN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.16M	Buy	152,203 +1,802	+1%	+$79.9K	1.91%	12
2025 Q4	$6.91M	Buy	150,401 +593	+0.4%	+$27K	2.2%	9
2025 Q3	$6.85M	Buy	149,808 +972	+0.7%	+$43.1K	2.3%	7
2025 Q2	$6.12M	Buy	148,836 +1,152	+0.8%	+$42.7K	2.3%	7
2025 Q1	$5.15M	Buy	147,684 +9,964	+7%	+$377K	2.18%	8
2024 Q4	$5.28M	Buy	137,720 +1,362	+1%	+$51.3K	2.23%	8
2024 Q3	$4.84M	Sell	136,358 -20,203	-13%	-$638K	2.03%	14
2024 Q2	$4.34M	Sell	156,561 -7,739	-5%	-$216K	1.84%	13
2024 Q1	$4.58M	Sell	164,300 -2,944	-2%	-$79.4K	1.85%	15
2023 Q4	$4.47M	Buy	+167,244	New	+$3.8M	1.91%	15

Other funds holding BN

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Gold Investment Management increased its Brookfield (BN) stake by 1.2% in Q1 2026, buying an estimated $79.9K and bringing the position to 152,203 shares worth $6.16M. The position accounts for 1.91% of the portfolio, ranked #12.

Gold Investment Management first reported a position in BN in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.91M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

Gold Investment Management held 152,203 shares of Brookfield worth $6.16M as of Q1 2026.
Gold Investment Management bought 1,802 Brookfield shares in Q1 2026, an estimated $79.9K.
Brookfield made up 1.91% of Gold Investment Management's portfolio in Q1 2026, its #12 holding.
Gold Investment Management first reported a position in Brookfield in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Brookfield position peaked at $6.91M in Q4 2025.
914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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