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GIM

Gold Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 50.96%
This Fund
S&P 500
This Quarter Est. Return
+23.16%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$369M
AUM Growth
+$45.9M
Cap. Flow
-$6.27M
Cap. Flow %
-1.7%
Top 10 Hldgs %
32.08%
Holding
205
New
4
Increased
57
Reduced
63
Closed
3

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$670K
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$575K
3
HONA
Honeywell Aerospace
HONA
+$486K
4
BCE icon
BCE
BCE
+$167K
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$120K

Top Sells

Rank Stock Value
1
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$4.9M
2
SU icon
Suncor Energy
SU
+$519K
3
HON icon
Honeywell
HON
+$498K
4
AMAT icon
Applied Materials
AMAT
+$391K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$339K

Sector Composition

Rank Sector Weight
1 Financials 28.84%
2 Technology 20.88%
3 Industrials 12.31%
4 Miscellaneous 9.67%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
1
Applied Materials
AMAT
$361B
$21.8M 5.92%
30,195
-848
-3% -$391K
TSM icon
2
TSMC
TSM
$2.22T
$19.2M 5.21%
40,200
-428
-1% -$174K
TD icon
3
Toronto Dominion Bank
TD
$199B
$14.5M 3.92%
118,976
-251
-0.2% -$27.5K
BNS icon
4
Scotiabank
BNS
$114B
$12.1M 3.27%
138,750
+204
+0.1% +$16.1K
RY icon
5
Royal Bank of Canada
RY
$292B
$9.78M 2.65%
47,242
-229
-0.5% -$42.5K
TSLA icon
6
Tesla
TSLA
$1.4T
$9.53M 2.58%
22,656
+1,684
+8% +$670K
MFC icon
7
Manulife Financial
MFC
$73.5B
$8.32M 2.26%
205,234
-179
-0.1% -$6.93K
BIP icon
8
Brookfield Infrastructure Partners
BIP
$17.1B
$7.78M 2.11%
180,236
+3,211
+2% +$120K
CP icon
9
Canadian Pacific Kansas City
CP
$80.5B
$7.75M 2.1%
89,391
+505
+0.6% +$43.3K
SU icon
10
Suncor Energy
SU
$78.8B
$7.63M 2.07%
141,845
-8,192
-5% -$519K
MSFT icon
11
Microsoft
MSFT
$3.71T
$7.52M 2.04%
20,157
+62
+0.3% +$25.1K
CNI icon
12
Canadian National Railway
CNI
$74.6B
$6.75M 1.83%
56,629
+565
+1% +$64.3K
CM icon
13
Canadian Imperial Bank of Commerce
CM
$107B
$6.64M 1.8%
57,673
-725
-1% -$79.5K
JPM icon
14
JPMorgan Chase
JPM
$953B
$6.52M 1.77%
19,913
-86
-0.4% -$26.7K
BN icon
15
Brookfield
BN
$90B
$6.47M 1.75%
151,757
-446
-0.3% -$19.9K
LRCX icon
16
Lam Research
LRCX
$385B
$6.03M 1.63%
13,916
-820
-6% -$249K
UNP icon
17
Union Pacific
UNP
$172B
$5.98M 1.62%
21,971
+185
+0.8% +$48.6K
CSX icon
18
CSX Corp
CSX
$91.5B
$5.97M 1.62%
125,620
-376
-0.3% -$17K
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$196B
$5.94M 1.61%
61,518
+5,983
+11% +$575K
EMXC icon
20
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$5.46M 1.48%
53,351
+590
+1% +$55.7K
BAC icon
21
Bank of America
BAC
$438B
$5.06M 1.37%
88,802
-55
-0.1% -$2.92K
LMT icon
22
Lockheed Martin
LMT
$121B
$5.05M 1.37%
9,917
+2
+0% +$1.08K
JNJ icon
23
Johnson & Johnson
JNJ
$663B
$5.05M 1.37%
19,891
+27
+0.1% +$6.29K
CSCO icon
24
Cisco
CSCO
$431B
$4.94M 1.34%
42,090
-1,262
-3% -$132K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$240B
$4.73M 1.28%
66,412
-101
-0.2% -$7.04K
1
2 3 4 5

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AWA
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SPM
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GFPC
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WAOI
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CRI
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OG
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Gold Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Gold Investment Management held 205 positions worth $369M, up 14% from $323M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 3.4%. Gold Investment Management opened 4 new positions and exited 3, leaving the 205-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 28% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q2 2026 buy was Honeywell Aerospace: 2,201 shares worth $486K.
  • Gold Investment Management added most to Tesla in Q2 2026, an estimated $670K increase.
  • Gold Investment Management's biggest Q2 2026 reduction was Suncor Energy, cutting an estimated $519K.
  • Gold Investment Management fully exited Granite Real Estate Investment Trust in Q2 2026, selling an estimated $4.9M.
  • Gold Investment Management's ten largest holdings make up 32% of its $369M portfolio in Q2 2026.
  • Gold Investment Management opened 4 new positions and closed 3 in Q2 2026.
  • Gold Investment Management's portfolio value rose 14% quarter-over-quarter to $369M.

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