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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
VEA icon
26
Vanguard FTSE Developed Markets ETF
VEA
$226B
$4.26M 1.32%
66,513
– –
ENB icon
27
Enbridge
ENB
$124B
$4.22M 1.31%
77,853
+1,363
+2% +$69.4K
EMXC icon
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$4.15M 1.29%
52,761
+2,159
+4% +$174K
BCE icon
29
BCE
BCE
$19.9B
$3.97M 1.23%
157,557
+8,681
+6% +$220K
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$3.88M 1.2%
5,959
+6
+0.1% +$4.08K
GD icon
31
General Dynamics
GD
$105B
$3.79M 1.18%
11,057
+130
+1% +$46.1K
IMO icon
32
Imperial Oil
IMO
$62.1B
$3.74M 1.16%
28,551
+143
+0.5% +$16K
TM icon
33
Toyota
TM
$210B
$3.71M 1.15%
17,997
+211
+1% +$47.7K
GS icon
34
Goldman Sachs
GS
$313B
$3.62M 1.12%
4,276
+62
+1% +$55.3K
O icon
35
Realty Income
O
$61.2B
$3.44M 1.07%
56,215
+943
+2% +$59K
BEP icon
36
Brookfield Renewable
BEP
$10B
$3.41M 1.06%
104,790
+2,844
+3% +$85.7K
CSCO icon
37
Cisco
CSCO
$450B
$3.36M 1.04%
43,352
+274
+0.6% +$21.4K
NDAQ icon
38
Nasdaq
NDAQ
$52.1B
$3.35M 1.04%
39,504
+769
+2% +$68.9K
VXUS icon
39
Vanguard Total International Stock ETF
VXUS
$153B
$3.25M 1.01%
42,151
-179
-0.4% -$14.2K
LRCX icon
40
Lam Research
LRCX
$382B
$3.15M 0.98%
14,736
– –
BMO icon
41
Bank of Montreal
BMO
$125B
$3.12M 0.97%
23,088
+189
+0.8% +$26.3K
MDT icon
42
Medtronic
MDT
$107B
$2.97M 0.92%
34,292
+837
+3% +$80.2K
NSC icon
43
Norfolk Southern
NSC
$78.8B
$2.97M 0.92%
10,347
+174
+2% +$51.7K
MA icon
44
Mastercard
MA
$477B
$2.91M 0.9%
5,831
+148
+3% +$77.9K
C icon
45
Citigroup
C
$222B
$2.88M 0.89%
25,435
+69
+0.3% +$7.86K
SLF icon
46
Sun Life Financial
SLF
$45.6B
$2.85M 0.88%
45,579
+980
+2% +$62.6K
AMZN icon
47
Amazon
AMZN
$2.5T
$2.79M 0.86%
13,400
+30
+0.2% +$6.61K
DLR icon
48
Digital Realty Trust
DLR
$73.7B
$2.78M 0.86%
15,404
+313
+2% +$53.5K
MKL icon
49
Markel Group
MKL
$25B
$2.73M 0.84%
1,424
+32
+2% +$64.9K
ASML icon
50
ASML
ASML
$675B
$2.55M 0.79%
1,927
– –
1
2
3 4 5

Similar funds

TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $323M AUM 24.17% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

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.