Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,805,762
+$129,340 QoQ
Shares Held
68,426
-0.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#212
of 667 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ 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. IVZ ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
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.
This page
|
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 IVZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,805,762 | 68,426 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,676,422 | 69,017 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,763,820 | 67,142 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,581,483 | 68,940 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,045,929 | 66,324 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $966,329 | 63,700 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $959,075 | 54,867 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $940,882 | 53,581 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $776,977 | 51,937 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $916,514 | 55,245 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $940,935 | 52,743 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||