GIM
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Gold Investment Management’s Citigroup C Stock Holding History

Gold Investment Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.56M Buy
25,440
+5
+0% +$651 0.97% 38
2026
Q1 		$2.88M Buy
25,435
+69
+0.3% +$7.86K 0.89% 45
2025
Q4 		$2.96M Buy
25,366
+75
+0.3% +$7.79K 0.94% 43
2025
Q3 		$2.57M Buy
25,291
+80
+0.3% +$7.59K 0.86% 50
2025
Q2 		$2.16M Buy
25,211
+96
+0.4% +$6.94K 0.81% 51
2025
Q1 		$1.78M Buy
25,115
+97
+0.4% +$7.4K 0.75% 57
2024
Q4 		$1.76M Buy
25,018
+1,077
+4% +$72.6K 0.74% 54
2024
Q3 		$1.49M Buy
23,941
+1,069
+5% +$66.1K 0.62% 60
2024
Q2 		$1.45M Buy
22,872
+382
+2% +$23.6K 0.61% 61
2024
Q1 		$1.42M Buy
22,490
+680
+3% +$37.8K 0.57% 63
2023
Q4 		$1.12M Buy
+21,810
New +$966K 0.48% 65

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gold Investment Management increased its Citigroup (C) stake by 0.02% in Q2 2026, buying an estimated $651 and bringing the position to 25,440 shares worth $3.56M. The position accounts for 0.97% of the portfolio, ranked #38.

Gold Investment Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Gold Investment Management held 25,440 shares of Citigroup worth $3.56M as of Q2 2026.
  • Gold Investment Management bought 5 Citigroup shares in Q2 2026, an estimated $651.
  • Citigroup made up 0.97% of Gold Investment Management's portfolio in Q2 2026, its #38 holding.
  • Gold Investment Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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