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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
-1.01%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$1.75M
Cap. Flow
+$5.15M
Cap. Flow %
2.17%
Top 10 Hldgs %
26.47%
Holding
215
New
7
Increased
73
Reduced
27
Closed
–

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.59M
2
TSLA icon
Tesla
TSLA
+$1.99M
3
ASML icon
ASML
ASML
+$240K
4
TM icon
Toyota
TM
+$211K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

Rank Stock Value
1
BCE icon
BCE
BCE
+$487K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$367K
3
WMT icon
Walmart Inc
WMT
+$202K
4
MSFT icon
Microsoft
MSFT
+$197K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

Rank Sector Weight
1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCE icon
51
BCE
BCE
$21.8B
$2.04M 0.86%
88,202
-16,947
-16% -$487K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.94M 0.82%
44,112
-439
-1% -$20.4K
BEP icon
53
Brookfield Renewable
BEP
$10.3B
$1.84M 0.78%
80,994
-147
-0.2% -$3.75K
C icon
54
Citigroup
C
$228B
$1.76M 0.74%
25,018
+1,077
+4% +$72.6K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.75M 0.74%
3,859
-2
-0.1% -$923
IMO icon
56
Imperial Oil
IMO
$62.8B
$1.72M 0.73%
27,904
+186
+0.7% +$13.5K
MAA icon
57
Mid-America Apartment Communities
MAA
$15.3B
$1.69M 0.71%
10,924
-252
-2% -$39.3K
MRK icon
58
Merck
MRK
$322B
$1.49M 0.63%
14,993
+104
+0.7% +$10.7K
V icon
59
Visa
V
$677B
$1.49M 0.63%
4,702
-2
-0% -$601
ABBV icon
60
AbbVie
ABBV
$442B
$1.42M 0.6%
7,975
+3
+0% +$552
AAPL icon
61
Apple
AAPL
$4.45T
$1.42M 0.6%
5,659
+3
+0.1% +$707
GD icon
62
General Dynamics
GD
$106B
$1.38M 0.58%
5,253
– –
PFE icon
63
Pfizer
PFE
$152B
$1.33M 0.56%
50,313
+265
+0.5% +$7.19K
AVGO icon
64
Broadcom
AVGO
$1.97T
$1.25M 0.53%
5,402
-508
-9% -$94K
TU icon
65
Telus
TU
$15.2B
$1.2M 0.51%
88,734
-2,405
-3% -$37.1K
ABT icon
66
Abbott
ABT
$190B
$1.16M 0.49%
10,256
+109
+1% +$12.6K
VTR icon
67
Ventas
VTR
$44.9B
$1.13M 0.47%
19,119
-423
-2% -$26.6K
TAK icon
68
Takeda Pharmaceutical
TAK
$55.9B
$1.09M 0.46%
82,147
+8,943
+12% +$123K
FEZ icon
69
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$1.01M 0.43%
21,073
– –
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.2T
$1M 0.42%
5,264
– –
OMC icon
71
Omnicom Group
OMC
$23.6B
$984K 0.42%
11,442
+219
+2% +$21.7K
HON icon
72
Honeywell
HON
$73.6B
$978K 0.41%
4,594
+322
+8% +$67.2K
IVZ icon
73
Invesco
IVZ
$13.9B
$959K 0.4%
54,867
+1,286
+2% +$22.9K
NOC icon
74
Northrop Grumman
NOC
$81.7B
$854K 0.36%
1,819
– –
TFII icon
75
TFI International
TFII
$11.7B
$851K 0.36%
6,302
– –
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 Q4 2024 Portfolio in Review

As of Q4 2024, Gold Investment Management held 215 positions worth $237M, down 0.73% from $239M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 3.3%. Gold Investment Management opened 7 new positions and made no exits, leaving the 215-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 28% of assets, up from 27% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q4 2024 buy was Vanguard Total International Stock ETF: 41,731 shares worth $2.46M.
  • Gold Investment Management added most to Tesla in Q4 2024, an estimated $1.99M increase.
  • Gold Investment Management's biggest Q4 2024 reduction was BCE, cutting an estimated $487K.
  • Gold Investment Management's ten largest holdings make up 26% of its $237M portfolio in Q4 2024.
  • Gold Investment Management opened 7 new positions and closed 0 in Q4 2024.
  • Gold Investment Management's portfolio value fell 0.73% quarter-over-quarter to $237M.

Based on Gold Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.