Gold Investment Management’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Buy	4,600 +1	+0%	+$322	0.43%	69
2025 Q4	$1.61M	Hold	4,599	–	–	0.51%	64
2025 Q3	$1.57M	Buy	4,599 +1	+0%	+$346	0.53%	62
2025 Q2	$1.63M	Buy	4,598 +1	+0%	+$349	0.61%	57
2025 Q1	$1.61M	Sell	4,597 -105	-2%	-$35.5K	0.68%	60
2024 Q4	$1.49M	Sell	4,702 -2	-0%	-$601	0.63%	59
2024 Q3	$1.29M	Sell	4,704 -615	-12%	-$166K	0.54%	63
2024 Q2	$1.4M	Sell	5,319 -251	-5%	-$68.8K	0.59%	63
2024 Q1	$1.55M	Sell	5,570 -2	-0%	-$552	0.63%	59
2023 Q4	$1.45M	Buy	+5,572	New	+$1.37M	0.62%	60

Other funds holding V

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Gold Investment Management increased its Visa (V) stake by 0.02% in Q1 2026, buying an estimated $322 and bringing the position to 4,600 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #69.

Gold Investment Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q2 2025. 4,447 funds tracked by Wall St. Rank hold V as of Q1 2026.

Gold Investment Management held 4,600 shares of Visa worth $1.39M as of Q1 2026.
Gold Investment Management bought 1 Visa share in Q1 2026, an estimated $322.
Visa made up 0.43% of Gold Investment Management's portfolio in Q1 2026, its #69 holding.
Gold Investment Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
Gold Investment Management's Visa position peaked at $1.63M in Q2 2025.
4,447 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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