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 Q2	$1.81M	Sell	68,426 -591	-0.9%	-$15.7K	0.49%	62
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 $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gold Investment Management reduced its Invesco (IVZ) stake by 0.86% in Q2 2026, selling an estimated $15.7K and leaving 68,426 shares worth $1.81M. The position accounts for 0.49% of the portfolio, ranked #62.

Gold Investment Management first reported a position in IVZ in Q4 2023 and has held it in 11 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Gold Investment Management held 68,426 shares of Invesco worth $1.81M as of Q2 2026.
Gold Investment Management sold 591 Invesco shares in Q2 2026, an estimated $15.7K.
Invesco made up 0.49% of Gold Investment Management's portfolio in Q2 2026, its #62 holding.
Gold Investment Management first reported a position in Invesco in Q4 2023 and has held it in 11 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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