Gold Investment Management’s Invesco IVZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Buy	69,017 +1,875	+3%	+$49.1K	0.52%	62
2025 Q4	$1.76M	Sell	67,142 -1,798	-3%	-$43.9K	0.56%	60
2025 Q3	$1.58M	Buy	68,940 +2,616	+4%	+$54.3K	0.53%	61
2025 Q2	$1.07M	Buy	66,324 +2,624	+4%	+$37.7K	0.4%	71
2025 Q1	$966K	Buy	63,700 +8,833	+16%	+$151K	0.41%	71
2024 Q4	$959K	Buy	54,867 +1,286	+2%	+$22.9K	0.4%	73
2024 Q3	$941K	Buy	53,581 +1,644	+3%	+$27K	0.39%	71
2024 Q2	$777K	Sell	51,937 -3,308	-6%	-$50.9K	0.33%	76
2024 Q1	$917K	Buy	55,245 +2,502	+5%	+$40.4K	0.37%	72
2023 Q4	$941K	Buy	+52,743	New	+$761K	0.4%	73

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Gold Investment Management increased its Invesco (IVZ) stake by 2.8% in Q1 2026, buying an estimated $49.1K and bringing the position to 69,017 shares worth $1.68M. The position accounts for 0.52% of the portfolio, ranked #62.

Gold Investment Management first reported a position in IVZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Gold Investment Management held 69,017 shares of Invesco worth $1.68M as of Q1 2026.
Gold Investment Management bought 1,875 Invesco shares in Q1 2026, an estimated $49.1K.
Invesco made up 0.52% of Gold Investment Management's portfolio in Q1 2026, its #62 holding.
Gold Investment Management first reported a position in Invesco in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Invesco position peaked at $1.76M in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

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