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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
+5.93%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
+$602K
Cap. Flow %
0.19%
Top 10 Hldgs %
29.26%
Holding
205
New
2
Increased
67
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
CCK icon
Crown Holdings
CCK
+$1.18M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$699K
3
TSLA icon
Tesla
TSLA
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$912K
2
BNS icon
Scotiabank
BNS
+$584K
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

Rank Sector Weight
1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$4.06M 1.3%
5,953
+8
+0.1% +$5.41K
TM icon
27
Toyota
TM
$224B
$3.81M 1.22%
17,786
+307
+2% +$62.3K
NDAQ icon
28
Nasdaq
NDAQ
$53.4B
$3.76M 1.2%
38,735
+575
+2% +$51.7K
GS icon
29
Goldman Sachs
GS
$301B
$3.7M 1.18%
4,214
-90
-2% -$73.4K
GD icon
30
General Dynamics
GD
$107B
$3.68M 1.17%
10,927
+227
+2% +$77.4K
EMXC icon
31
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.8B
$3.68M 1.17%
50,602
-691
-1% -$49K
ENB icon
32
Enbridge
ENB
$112B
$3.66M 1.17%
76,490
+1,931
+3% +$92.2K
BCE icon
33
BCE
BCE
$21B
$3.55M 1.13%
148,876
+4,090
+3% +$95.2K
CSCO icon
34
Cisco
CSCO
$483B
$3.32M 1.06%
43,078
+273
+0.6% +$20.3K
CNQ icon
35
Canadian Natural Resources
CNQ
$97.4B
$3.28M 1.05%
96,896
+1,795
+2% +$58.2K
MA icon
36
Mastercard
MA
$493B
$3.24M 1.04%
5,683
+123
+2% +$68.8K
MDT icon
37
Medtronic
MDT
$114B
$3.21M 1.03%
33,455
-348
-1% -$33.8K
VXUS icon
38
Vanguard Total International Stock ETF
VXUS
$162B
$3.19M 1.02%
42,330
+464
+1% +$34.6K
O icon
39
Realty Income
O
$58.6B
$3.12M 0.99%
55,272
-1,393
-2% -$80.7K
AMZN icon
40
Amazon
AMZN
$3T
$3.09M 0.99%
13,370
– –
MKL icon
41
Markel Group
MKL
$22.8B
$2.99M 0.96%
1,392
+29
+2% +$58.8K
BMO icon
42
Bank of Montreal
BMO
$127B
$2.97M 0.95%
22,899
+244
+1% +$30.9K
C icon
43
Citigroup
C
$227B
$2.96M 0.94%
25,366
+75
+0.3% +$7.79K
NSC icon
44
Norfolk Southern
NSC
$75B
$2.94M 0.94%
10,173
+202
+2% +$58.4K
SLF icon
45
Sun Life Financial
SLF
$45.8B
$2.78M 0.89%
44,599
+1,731
+4% +$105K
BEP icon
46
Brookfield Renewable
BEP
$9.8B
$2.75M 0.88%
101,946
+3,524
+4% +$100K
BAM icon
47
Brookfield Asset Management
BAM
$84.4B
$2.63M 0.84%
50,156
+1,803
+4% +$96.9K
BLK icon
48
Blackrock
BLK
$175B
$2.62M 0.84%
2,444
+38
+2% +$41.5K
AVGO icon
49
Broadcom
AVGO
$2.01T
$2.61M 0.83%
7,544
– –
LLY icon
50
Eli Lilly
LLY
$1.1T
$2.57M 0.82%
2,391
-496
-17% -$474K
1
2
3 4 5

Similar funds

ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
OCMH
Oxbow Capital Management (HK) Hong Kong $371M AUM 383.45% 1-Year Est. Return

Gold Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Gold Investment Management held 205 positions worth $313M, up 5.3% from $298M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.5%. Gold Investment Management opened 2 new positions and exited 1, leaving the 205-position portfolio largely intact.

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

  • Gold Investment Management's largest Q4 2025 buy was Crown Holdings: 12,119 shares worth $1.25M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $699K increase.
  • Gold Investment Management's biggest Q4 2025 reduction was Oracle, cutting an estimated $912K.
  • Gold Investment Management fully exited TELUS International in Q4 2025, selling an estimated $1.78K.
  • Gold Investment Management's ten largest holdings make up 29% of its $313M portfolio in Q4 2025.
  • Gold Investment Management opened 2 new positions and closed 1 in Q4 2025.
  • Gold Investment Management's portfolio value rose 5.3% quarter-over-quarter to $313M.

Based on Gold Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.