We are live on ! Find out more
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
BEP icon
51
Brookfield Renewable
BEP
$10.3B
$2.54M 0.85%
98,422
+3,264
+3% +$84.1K
AVGO icon
52
Broadcom
AVGO
$1.98T
$2.49M 0.84%
7,544
– –
XLK icon
53
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.22M 0.74%
15,718
-242
-2% -$32K
LLY icon
54
Eli Lilly
LLY
$1.08T
$2.2M 0.74%
2,887
– –
LRCX icon
55
Lam Research
LRCX
$390B
$1.97M 0.66%
14,736
+70
+0.5% +$7.41K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.9M 0.64%
3,778
– –
ABBV icon
57
AbbVie
ABBV
$442B
$1.87M 0.63%
8,072
+8
+0.1% +$1.63K
ASML icon
58
ASML
ASML
$691B
$1.87M 0.63%
1,927
+98
+5% +$77K
TU icon
59
Telus
TU
$15.2B
$1.8M 0.6%
114,256
+2,429
+2% +$39.4K
SOXX icon
60
iShares Semiconductor ETF
SOXX
$45.2B
$1.79M 0.6%
6,620
-91
-1% -$22.7K
IVZ icon
61
Invesco
IVZ
$13.8B
$1.58M 0.53%
68,940
+2,616
+4% +$54.3K
V icon
62
Visa
V
$677B
$1.57M 0.53%
4,599
+1
+0% +$346
TAK icon
63
Takeda Pharmaceutical
TAK
$55.8B
$1.52M 0.51%
103,875
+3,827
+4% +$56.8K
BBU
64
DELISTED
Brookfield Business Partners
BBU
$1.45M 0.49%
44,270
+2,276
+5% +$60.7K
MAA icon
65
Mid-America Apartment Communities
MAA
$15.3B
$1.41M 0.47%
10,060
-305
-3% -$44.1K
NOC icon
66
Northrop Grumman
NOC
$81.8B
$1.41M 0.47%
2,306
– –
ABT icon
67
Abbott
ABT
$190B
$1.4M 0.47%
10,424
+33
+0.3% +$4.33K
XLF icon
68
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.39M 0.47%
25,850
– –
PFE icon
69
Pfizer
PFE
$152B
$1.38M 0.46%
53,998
+1,117
+2% +$27.6K
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.19T
$1.36M 0.46%
5,601
– –
KLAC icon
71
KLA
KLAC
$262B
$1.36M 0.46%
12,580
– –
MRK icon
72
Merck
MRK
$322B
$1.33M 0.45%
15,823
+362
+2% +$29.8K
AAPL icon
73
Apple
AAPL
$4.45T
$1.22M 0.41%
4,798
+3
+0.1% +$678
OMC icon
74
Omnicom Group
OMC
$23.6B
$1.2M 0.4%
14,766
+783
+6% +$59.1K
VTR icon
75
Ventas
VTR
$44.6B
$1.14M 0.38%
16,235
-514
-3% -$34.5K
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 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.