GIM
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Gold Investment Management’s Carlyle Group CG Stock Holding History

Gold Investment Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.2K Hold
1,382
– – 0.02% 141
2026
Q1 		$66.9K Hold
1,382
– – 0.02% 140
2025
Q4 		$81.7K Hold
1,382
– – 0.03% 137
2025
Q3 		$86.7K Hold
1,382
– – 0.03% 135
2025
Q2 		$73K Hold
1,382
– – 0.03% 134
2025
Q1 		$60.2K Hold
1,382
– – 0.03% 139
2024
Q4 		$69.8K Hold
1,382
– – 0.03% 134
2024
Q3 		$59.5K Hold
1,382
– – 0.02% 135
2024
Q2 		$55.5K Hold
1,382
– – 0.02% 140
2024
Q1 		$64.8K Hold
1,382
– – 0.03% 138
2023
Q4 		$56.2K Buy
+1,382
New +$45.5K 0.02% 141

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Gold Investment Management held its Carlyle Group (CG) position steady in Q2 2026 at 1,382 shares worth $58.2K. The position accounts for 0.02% of the portfolio, ranked #141.

Gold Investment Management first reported a position in CG in Q4 2023 and has held it in 11 quarters since. The position peaked at $86.7K in Q3 2025. 588 funds tracked by Wall St. Rank hold CG as of Q2 2026.

  • Gold Investment Management held 1,382 shares of Carlyle Group worth $58.2K as of Q2 2026.
  • Gold Investment Management left its Carlyle Group share count unchanged in Q2 2026.
  • Carlyle Group made up 0.02% of Gold Investment Management's portfolio in Q2 2026, its #141 holding.
  • Gold Investment Management first reported a position in Carlyle Group in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Carlyle Group position peaked at $86.7K in Q3 2025.
  • 588 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2026.

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