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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Gold Investment Management held its Carlyle Group (CG) position steady in Q1 2026 at 1,382 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #140.

Gold Investment Management first reported a position in CG in Q4 2023 and has held it in 10 quarters since. The position peaked at $86.7K in Q3 2025. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Gold Investment Management held 1,382 shares of Carlyle Group worth $66.9K as of Q1 2026.
  • Gold Investment Management left its Carlyle Group share count unchanged in Q1 2026.
  • Carlyle Group made up 0.02% of Gold Investment Management's portfolio in Q1 2026, its #140 holding.
  • Gold Investment Management first reported a position in Carlyle Group in Q4 2023 and has held it in 10 quarters since.
  • Gold Investment Management's Carlyle Group position peaked at $86.7K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

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