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GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
1 Year Est. Return
+38.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
+$2.05M
Cap. Flow %
0.64%
Top 10 Hldgs %
28.47%
Holding
205
New
1
Increased
88
Reduced
6
Closed
4

Top Buys

Rank Stock Value
1
BBUC
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
+$1.63M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$598K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.14M
2
BBU
Brookfield Business Partners
BBU
+$1.6M
3
NVDA icon
NVIDIA
NVDA
+$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

Rank Sector Weight
1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.09T
$13.7M 4.25%
40,628
+73
+0.2% +$25.1K
TD icon
2
Toronto Dominion Bank
TD
$199B
$11.1M 3.44%
119,227
+1,112
+0.9% +$106K
AMAT icon
3
Applied Materials
AMAT
$417B
$10.6M 3.29%
31,043
+105
+0.3% +$35.3K
SU icon
4
Suncor Energy
SU
$73.5B
$9.91M 3.07%
150,037
+1,958
+1% +$108K
BNS icon
5
Scotiabank
BNS
$107B
$9.6M 2.97%
138,546
+1,521
+1% +$112K
TSLA icon
6
Tesla
TSLA
$1.39T
$7.8M 2.41%
20,972
-5,203
-20% -$2.14M
RY icon
7
Royal Bank of Canada
RY
$292B
$7.67M 2.37%
47,471
+371
+0.8% +$62.1K
MSFT icon
8
Microsoft
MSFT
$2.99T
$7.44M 2.3%
20,095
+389
+2% +$163K
MFC icon
9
Manulife Financial
MFC
$70.6B
$7.07M 2.19%
205,413
+3,621
+2% +$130K
CP icon
10
Canadian Pacific Kansas City
CP
$81.4B
$6.99M 2.16%
88,886
+1,916
+2% +$151K
BIP icon
11
Brookfield Infrastructure Partners
BIP
$18B
$6.38M 1.98%
177,025
+4,302
+2% +$158K
BN icon
12
Brookfield
BN
$104B
$6.16M 1.91%
152,203
+1,802
+1% +$79.9K
LMT icon
13
Lockheed Martin
LMT
$117B
$5.99M 1.86%
9,915
+138
+1% +$85K
JPM icon
14
JPMorgan Chase
JPM
$901B
$5.88M 1.82%
19,999
+248
+1% +$75.3K
CNI icon
15
Canadian National Railway
CNI
$76.9B
$5.76M 1.79%
56,064
+1,530
+3% +$158K
CM icon
16
Canadian Imperial Bank of Commerce
CM
$108B
$5.53M 1.71%
58,398
+403
+0.7% +$38.5K
UNP icon
17
Union Pacific
UNP
$176B
$5.29M 1.64%
21,786
+124
+0.6% +$30.4K
CSX icon
18
CSX Corp
CSX
$93.1B
$5.17M 1.6%
125,996
+1,405
+1% +$55.1K
WMT icon
19
Walmart Inc
WMT
$893B
$5.06M 1.57%
40,723
+427
+1% +$52.4K
IEFA icon
20
iShares Core MSCI EAFE ETF
IEFA
$185B
$5.03M 1.56%
55,535
+6,403
+13% +$598K
GRP.U
21
DELISTED
Granite Real Estate Investment Trust
GRP.U
$4.9M 1.52%
83,400
+273
+0.3% +$16K
JNJ icon
22
Johnson & Johnson
JNJ
$599B
$4.86M 1.5%
19,864
+248
+1% +$57.8K
CNQ icon
23
Canadian Natural Resources
CNQ
$91.7B
$4.77M 1.48%
97,860
+964
+1% +$39.6K
FTS icon
24
Fortis
FTS
$29.7B
$4.54M 1.41%
81,445
+1,543
+2% +$84.8K
BAC icon
25
Bank of America
BAC
$424B
$4.33M 1.34%
88,857
+168
+0.2% +$8.67K
1
2 3 4 5

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WAOI
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BCP
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UOC
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BOS
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DC
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AIA
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Gold Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Gold Investment Management held 205 positions worth $323M, up 3.1% from $313M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 2.4%. Gold Investment Management opened 1 new position and exited 4, leaving the 205-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q1 2026 buy was Brookfield Business Corp Class A Subordinate Voting Shares: 47,431 shares worth $1.49M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $598K increase.
  • Gold Investment Management's biggest Q1 2026 reduction was Tesla, cutting an estimated $2.14M.
  • Gold Investment Management fully exited Brookfield Business Partners in Q1 2026, selling an estimated $1.6M.
  • Gold Investment Management's ten largest holdings make up 28% of its $323M portfolio in Q1 2026.
  • Gold Investment Management opened 1 new position and closed 4 in Q1 2026.
  • Gold Investment Management's portfolio value rose 3.1% quarter-over-quarter to $323M.

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