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Disclosery

Gold Investment Management Ltd.: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gold Investment Management Ltd. on IVZ, newest first. How the timeline and the estimate are built.

Gold Investment Management Ltd. held 68,426 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,426 shares
    Change vs previous 13F -591 shares

    0.49% of the 13F portfolio, value $1,805,762.

    13F-HR 0002006008-26-000004 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,017 shares
    Change vs previous 13F +1,875 shares

    0.52% of the 13F portfolio, value $1,676,423.

    13F-HR 0002006008-26-000002 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,142 shares
    Change vs previous 13F -1,798 shares

    0.56% of the 13F portfolio, value $1,763,820.

    13F-HR 0002006008-26-000001 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,940 shares
    Change vs previous 13F +2,616 shares

    0.53% of the 13F portfolio, value $1,581,484.

    13F-HR 0002006008-25-000006 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 66,324 shares
    Change vs previous 13F +2,624 shares

    0.4% of the 13F portfolio, value $1,071,544.

    13F-HR 0002006008-25-000005 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,700 shares
    Change vs previous 13F +8,833 shares

    0.41% of the 13F portfolio, value $966,329.

    13F-HR 0002006008-25-000002 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,867 shares
    Change vs previous 13F +1,286 shares

    0.4% of the 13F portfolio, value $959,075.

    13F-HR 0002006008-25-000001 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,581 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $941,365.

    13F-HR 0002006008-24-000005 filed by Gold Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).