Gold Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74.4K	Hold	101	–	–	0.02%	137
2026 Q1	$58.3K	Hold	101	–	–	0.02%	142
2025 Q4	$62K	Hold	101	–	–	0.02%	140
2025 Q3	$60.6K	Hold	101	–	–	0.02%	139
2025 Q2	$55.2K	Sell	101 -3,852	-97%	-$1.92M	0.02%	140
2025 Q1	$1.85M	Sell	3,953 -174	-4%	-$88.4K	0.78%	54
2024 Q4	$2.11M	Hold	4,127	–	–	0.89%	48
2024 Q3	$2.01M	Buy	4,127 +7	+0.2%	+$3.31K	0.84%	47
2024 Q2	$1.97M	Sell	4,120 -1	-0%	-$450	0.83%	45
2024 Q1	$1.83M	Sell	4,121 -29	-0.7%	-$12.4K	0.74%	51
2023 Q4	$1.7M	Buy	+4,150	New	+$1.58M	0.73%	53

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Gold Investment Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 101 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #137.

Gold Investment Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2024. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Gold Investment Management held 101 shares of Invesco QQQ Trust worth $74.4K as of Q2 2026.
Gold Investment Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.02% of Gold Investment Management's portfolio in Q2 2026, its #137 holding.
Gold Investment Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
Gold Investment Management's Invesco QQQ Trust position peaked at $2.11M in Q4 2024.
3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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