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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
+13.17%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$29M
Cap. Flow
+$1.69M
Cap. Flow %
0.63%
Top 10 Hldgs %
27.04%
Holding
217
New
1
Increased
86
Reduced
32
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.33M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$964K
3
TM icon
Toyota
TM
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.92M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.77M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
51
Citigroup
C
$227B
$2.16M 0.81%
25,211
+96
+0.4% +$6.94K
AVGO icon
52
Broadcom
AVGO
$2.01T
$2.04M 0.77%
7,544
+1,821
+32% +$395K
XLK icon
53
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2M 0.75%
15,960
-15,972
-50% -$1.77M
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.84M 0.69%
3,778
-8
-0.2% -$4.06K
GD icon
55
General Dynamics
GD
$107B
$1.81M 0.68%
6,168
+774
+14% +$213K
TU icon
56
Telus
TU
$15.1B
$1.8M 0.68%
111,827
-1,527
-1% -$23.7K
V icon
57
Visa
V
$675B
$1.63M 0.61%
4,598
+1
+0% +$349
SOXX icon
58
iShares Semiconductor ETF
SOXX
$44.8B
$1.59M 0.6%
6,711
-5,241
-44% -$1.05M
MAA icon
59
Mid-America Apartment Communities
MAA
$15.4B
$1.54M 0.58%
10,365
-380
-4% -$59.3K
TAK icon
60
Takeda Pharmaceutical
TAK
$56B
$1.54M 0.58%
100,048
+2,490
+3% +$36.8K
ABBV icon
61
AbbVie
ABBV
$438B
$1.51M 0.57%
8,064
+26
+0.3% +$4.83K
ASML icon
62
ASML
ASML
$666B
$1.46M 0.55%
1,829
+563
+44% +$404K
LRCX icon
63
Lam Research
LRCX
$383B
$1.43M 0.54%
14,666
+5,063
+53% +$402K
ABT icon
64
Abbott
ABT
$188B
$1.41M 0.53%
10,391
+28
+0.3% +$3.69K
XLF icon
65
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.36M 0.51%
25,850
-28,763
-53% -$1.42M
PFE icon
66
Pfizer
PFE
$154B
$1.31M 0.49%
52,881
+80
+0.2% +$1.87K
MRK icon
67
Merck
MRK
$323B
$1.25M 0.47%
15,461
+122
+0.8% +$9.7K
NOC icon
68
Northrop Grumman
NOC
$82.1B
$1.16M 0.44%
2,306
+411
+22% +$202K
KLAC icon
69
KLA
KLAC
$252B
$1.13M 0.42%
12,580
+5,440
+76% +$409K
BBU
70
DELISTED
Brookfield Business Partners
BBU
$1.09M 0.41%
41,994
+2,685
+7% +$63K
IVZ icon
71
Invesco
IVZ
$14B
$1.07M 0.4%
66,324
+2,624
+4% +$37.7K
VTR icon
72
Ventas
VTR
$47.2B
$1.05M 0.4%
16,749
-1,643
-9% -$107K
HON icon
73
Honeywell
HON
$77B
$1.04M 0.39%
4,699
+5
+0.1% +$1.01K
OMC icon
74
Omnicom Group
OMC
$23.2B
$1.03M 0.39%
13,983
+824
+6% +$60.9K
AAPL icon
75
Apple
AAPL
$4.5T
$994K 0.37%
4,795
+4
+0.1% +$808
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 Q2 2025 Portfolio in Review

As of Q2 2025, Gold Investment Management held 217 positions worth $266M, up 12% from $237M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Gold Investment Management's Q2 2025 filing shows 1 new, 86 increased, 32 reduced and 14 closed positions. Its largest new stake was Emera Inc: 575 shares worth $26.3K. The largest sale was Invesco QQQ Trust, an estimated $1.92M.

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 Q2 2025 buy was Emera Inc: 575 shares worth $26.3K.
  • Gold Investment Management added most to Tesla in Q2 2025, an estimated $2.33M increase.
  • Gold Investment Management's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $1.92M.
  • Gold Investment Management fully exited State Street SPDR EURO STOXX 50 ETF in Q2 2025, selling an estimated $1.15M.
  • Gold Investment Management's ten largest holdings make up 27% of its $266M portfolio in Q2 2025.
  • Gold Investment Management opened 1 new position and closed 14 in Q2 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $266M.

Based on Gold Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.