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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
+10.29%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$298M
AUM Growth
+$32M
Cap. Flow
+$7.46M
Cap. Flow %
2.51%
Top 10 Hldgs %
28.48%
Holding
203
New
–
Increased
81
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.29M
2
GD icon
General Dynamics
GD
+$1.43M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$262K
4
CNI icon
Canadian National Railway
CNI
+$239K
5
BCE icon
BCE
BCE
+$193K

Top Sells

Rank Stock Value
1
MAA icon
Mid-America Apartment Communities
MAA
+$44.1K
2
VTR icon
Ventas
VTR
+$34.5K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$32K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$29.3K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$22.7K

Sector Composition

Rank Sector Weight
1 Financials 29.28%
2 Technology 15.65%
3 Industrials 13.1%
4 Consumer Discretionary 6.13%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
26
Enbridge
ENB
$113B
$3.76M 1.26%
74,559
+1,109
+2% +$52.2K
GD icon
27
General Dynamics
GD
$106B
$3.65M 1.23%
10,700
+4,532
+73% +$1.43M
IEFA icon
28
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.6M 1.21%
41,232
+3,083
+8% +$262K
JNJ icon
29
Johnson & Johnson
JNJ
$624B
$3.56M 1.2%
19,212
+422
+2% +$72.3K
EMXC icon
30
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$3.46M 1.16%
51,293
-453
-0.9% -$29.3K
O icon
31
Realty Income
O
$58.6B
$3.44M 1.16%
56,665
+182
+0.3% +$10.6K
GS icon
32
Goldman Sachs
GS
$301B
$3.43M 1.15%
4,304
+63
+1% +$46.7K
BCE icon
33
BCE
BCE
$21.7B
$3.38M 1.14%
144,786
+8,021
+6% +$193K
NDAQ icon
34
Nasdaq
NDAQ
$53.4B
$3.38M 1.13%
38,160
+652
+2% +$60.4K
TM icon
35
Toyota
TM
$225B
$3.34M 1.12%
17,479
+513
+3% +$96.7K
MDT icon
36
Medtronic
MDT
$115B
$3.22M 1.08%
33,803
+921
+3% +$84.7K
MA icon
37
Mastercard
MA
$496B
$3.16M 1.06%
5,560
+125
+2% +$71.8K
VXUS icon
38
Vanguard Total International Stock ETF
VXUS
$163B
$3.08M 1.03%
41,866
+494
+1% +$35.1K
CNQ icon
39
Canadian Natural Resources
CNQ
$98.2B
$3.04M 1.02%
95,101
+1,261
+1% +$39.5K
NSC icon
40
Norfolk Southern
NSC
$75B
$3M 1.01%
9,971
+204
+2% +$56.7K
BMO icon
41
Bank of Montreal
BMO
$128B
$2.95M 0.99%
22,655
+228
+1% +$27K
AMZN icon
42
Amazon
AMZN
$2.95T
$2.94M 0.99%
13,370
– –
CSCO icon
43
Cisco
CSCO
$479B
$2.93M 0.98%
42,805
+209
+0.5% +$14.2K
BLK icon
44
Blackrock
BLK
$177B
$2.81M 0.94%
2,406
+45
+2% +$50.3K
BAM icon
45
Brookfield Asset Management
BAM
$87B
$2.75M 0.92%
48,353
+1,215
+3% +$72.3K
MKL icon
46
Markel Group
MKL
$22.9B
$2.61M 0.88%
1,363
+33
+2% +$64.7K
DLR icon
47
Digital Realty Trust
DLR
$70.6B
$2.59M 0.87%
14,966
+196
+1% +$33.5K
SLF icon
48
Sun Life Financial
SLF
$44.9B
$2.57M 0.87%
42,868
+1,917
+5% +$115K
IMO icon
49
Imperial Oil
IMO
$62.9B
$2.57M 0.86%
28,322
+161
+0.6% +$13.9K
C icon
50
Citigroup
C
$228B
$2.57M 0.86%
25,291
+80
+0.3% +$7.59K
1
2
3 4 5

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MB
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MI
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CCM
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WCM
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MHP
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V
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OCMH
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Gold Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Gold Investment Management held 203 positions worth $298M, up 12% from $266M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Gold Investment Management opened no new positions and made no exits, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management added most to Tesla in Q3 2025, an estimated $2.29M increase.
  • Gold Investment Management's biggest Q3 2025 reduction was Mid-America Apartment Communities, cutting an estimated $44.1K.
  • Gold Investment Management's ten largest holdings make up 28% of its $298M portfolio in Q3 2025.
  • Gold Investment Management opened 0 new positions and closed 0 in Q3 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $298M.

Based on Gold Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.