Position in BN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,463,330
+$303,675 QoQ
Shares Held
151,757
-0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#258
of 931 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Gold Investment Management Ltd. holds $14,621,727 across 7 Asset Management names. BN ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
This page
|
151,757 | $6,463,330 | |
| 2 | BLK |
BlackRock, Inc.
|
2,529 | $2,431,785 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
52,343 | $2,347,583 | |
| 4 | IVZ |
Invesco Ltd.
|
68,426 | $1,805,762 | |
| 5 | BEN |
Franklin Resources Inc
|
44,513 | $1,480,947 | |
| 6 | CG |
Carlyle Group Inc.
|
1,382 | $58,196 | |
| 7 | BX |
Blackstone Inc.
|
290 | $34,124 |
All Filings in BN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,463,330 | 151,757 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,159,655 | 152,203 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,901,901 | 150,401 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,849,221 | 99,872 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,136,999 | 99,224 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,160,078 | 98,456 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,274,656 | 91,813 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,831,596 | 90,905 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,335,690 | 104,374 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,586,141 | 109,533 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,473,225 | 111,496 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||