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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
-1.53%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$461K
Cap. Flow
+$6.48M
Cap. Flow %
2.74%
Top 10 Hldgs %
25.06%
Holding
218
New
3
Increased
90
Reduced
35
Closed
2

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.06M
2
BCE icon
BCE
BCE
+$965K
3
BIP icon
Brookfield Infrastructure Partners
BIP
+$440K
4
NVDA icon
NVIDIA
NVDA
+$381K
5
BN icon
Brookfield
BN
+$377K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.62M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.12M
3
TSM icon
TSMC
TSM
+$566K
4
TSLA icon
Tesla
TSLA
+$550K
5
AAPL icon
Apple
AAPL
+$201K

Sector Composition

Rank Sector Weight
1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CM icon
26
Canadian Imperial Bank of Commerce
CM
$109B
$3.19M 1.35%
56,625
+1,508
+3% +$91K
JNJ icon
27
Johnson & Johnson
JNJ
$627B
$3.07M 1.3%
18,511
+1,122
+6% +$176K
BCE icon
28
BCE
BCE
$21.8B
$2.97M 1.25%
129,246
+41,044
+47% +$965K
TSLA icon
29
Tesla
TSLA
$1.31T
$2.94M 1.24%
11,351
-1,649
-13% -$550K
MA icon
30
Mastercard
MA
$493B
$2.92M 1.23%
5,322
+133
+3% +$72.4K
MDT icon
31
Medtronic
MDT
$116B
$2.91M 1.23%
32,351
+1,351
+4% +$121K
CNQ icon
32
Canadian Natural Resources
CNQ
$98.2B
$2.85M 1.2%
92,521
+1,834
+2% +$55.6K
XLF icon
33
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$2.72M 1.15%
54,613
-1,269
-2% -$63.7K
EMXC icon
34
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$2.68M 1.13%
48,723
-1,117
-2% -$62.7K
CSCO icon
35
Cisco
CSCO
$477B
$2.65M 1.12%
42,909
+1,098
+3% +$67.6K
AMZN icon
36
Amazon
AMZN
$2.95T
$2.56M 1.08%
13,429
-11
-0.1% -$2.39K
VXUS icon
37
Vanguard Total International Stock ETF
VXUS
$162B
$2.55M 1.08%
41,077
-654
-2% -$40.4K
TM icon
38
Toyota
TM
$224B
$2.42M 1.02%
13,685
+1,154
+9% +$215K
MKL icon
39
Markel Group
MKL
$22.9B
$2.41M 1.02%
1,290
+49
+4% +$90.1K
NDAQ icon
40
Nasdaq
NDAQ
$53.3B
$2.39M 1.01%
31,475
+1,360
+5% +$107K
LLY icon
41
Eli Lilly
LLY
$1.08T
$2.38M 1.01%
2,887
– –
SLF icon
42
Sun Life Financial
SLF
$44.7B
$2.33M 0.98%
40,706
+1,547
+4% +$88.2K
DLR icon
43
Digital Realty Trust
DLR
$70.8B
$2.29M 0.97%
16,006
+292
+2% +$47.5K
GS icon
44
Goldman Sachs
GS
$301B
$2.26M 0.96%
4,146
+138
+3% +$83K
SOXX icon
45
iShares Semiconductor ETF
SOXX
$45.1B
$2.25M 0.95%
11,952
+184
+2% +$39.3K
NSC icon
46
Norfolk Southern
NSC
$75.2B
$2.25M 0.95%
9,494
+388
+4% +$94.5K
BAM icon
47
Brookfield Asset Management
BAM
$88.5B
$2.23M 0.94%
45,979
+4,090
+10% +$223K
BLK icon
48
Blackrock
BLK
$177B
$2.18M 0.92%
2,298
+106
+5% +$104K
BMO icon
49
Bank of Montreal
BMO
$127B
$2.12M 0.9%
22,217
+1,069
+5% +$106K
BEP icon
50
Brookfield Renewable
BEP
$10.3B
$2.05M 0.86%
92,348
+11,354
+14% +$254K
1
2
3 4 5

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MB
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MI
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CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
WCM
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MHP
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V
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OCMH
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Gold Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Gold Investment Management held 218 positions worth $237M, down 0.19% from $237M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.3%. Gold Investment Management opened 3 new positions and exited 2, leaving the 218-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 Industrials and Technology.

  • Gold Investment Management's largest Q1 2025 buy was iShares Bitcoin Trust: 1,864 shares worth $87.3K.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2025, an estimated $1.06M increase.
  • Gold Investment Management's biggest Q1 2025 reduction was Microsoft, cutting an estimated $1.62M.
  • Gold Investment Management fully exited Global X Defense Tech ETF in Q1 2025, selling an estimated $2.69K.
  • Gold Investment Management's ten largest holdings make up 25% of its $237M portfolio in Q1 2025.
  • Gold Investment Management opened 3 new positions and closed 2 in Q1 2025.
  • Gold Investment Management's portfolio value fell 0.19% quarter-over-quarter to $237M.

Based on Gold Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.