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Gold Investment Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Gold Investment Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.94K Hold
59
– – ﹤0.01% 176
2026
Q1 		$5.94K Buy
59
+1
+2% +$101 ﹤0.01% 174
2025
Q4 		$5.82K Hold
58
– – ﹤0.01% 181
2025
Q3 		$5.84K Hold
58
– – ﹤0.01% 180
2025
Q2 		$5.82K Buy
58
+1
+2% +$101 ﹤0.01% 178
2025
Q1 		$5.74K Buy
57
+2
+4% +$201 ﹤0.01% 185
2024
Q4 		$5.52K Buy
55
+1
+2% +$100 ﹤0.01% 182
2024
Q3 		$5.44K Hold
54
– – ﹤0.01% 179
2024
Q2 		$5.44K Hold
54
– – ﹤0.01% 182
2024
Q1 		$5.44K Buy
+54
New +$5.43K ﹤0.01% 180

Other funds holding SGOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gold Investment Management held its iShares 0-3 Month Treasury Bond ETF (SGOV) position steady in Q2 2026 at 59 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Gold Investment Management first reported a position in SGOV in Q1 2024 and has held it in 10 quarters since. 1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Gold Investment Management held 59 shares of iShares 0-3 Month Treasury Bond ETF worth $5.94K as of Q2 2026.
  • Gold Investment Management left its iShares 0-3 Month Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 0-3 Month Treasury Bond ETF made up ﹤0.01% of Gold Investment Management's portfolio in Q2 2026, its #176 holding.
  • Gold Investment Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

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