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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
LRCX icon
51
Lam Research
LRCX
$390B
$2.52M 0.81%
14,736
– –
IMO icon
52
Imperial Oil
IMO
$62.7B
$2.45M 0.78%
28,408
+86
+0.3% +$7.83K
DLR icon
53
Digital Realty Trust
DLR
$70.6B
$2.33M 0.75%
15,091
+125
+0.8% +$20.5K
XLK icon
54
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.22M 0.71%
15,409
-309
-2% -$44.6K
ORCL icon
55
Oracle
ORCL
$419B
$2.21M 0.7%
11,320
-3,829
-25% -$912K
ASML icon
56
ASML
ASML
$691B
$2.06M 0.66%
1,927
– –
SOXX icon
57
iShares Semiconductor ETF
SOXX
$45.2B
$1.97M 0.63%
6,526
-94
-1% -$27.7K
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.9M 0.61%
3,778
– –
ABBV icon
59
AbbVie
ABBV
$442B
$1.84M 0.59%
8,068
-4
-0% -$911
IVZ icon
60
Invesco
IVZ
$13.8B
$1.76M 0.56%
67,142
-1,798
-3% -$43.9K
GOOG icon
61
Alphabet (Google) Class C
GOOG
$4.19T
$1.76M 0.56%
5,601
– –
TAK icon
62
Takeda Pharmaceutical
TAK
$55.8B
$1.69M 0.54%
108,282
+4,407
+4% +$63K
MRK icon
63
Merck
MRK
$322B
$1.69M 0.54%
16,013
+190
+1% +$17.8K
V icon
64
Visa
V
$677B
$1.61M 0.51%
4,599
– –
BBU
65
DELISTED
Brookfield Business Partners
BBU
$1.6M 0.51%
45,074
+804
+2% +$27.6K
KLAC icon
66
KLA
KLAC
$262B
$1.53M 0.49%
12,580
– –
TU icon
67
Telus
TU
$15.2B
$1.49M 0.48%
113,415
-841
-0.7% -$11.8K
MAA icon
68
Mid-America Apartment Communities
MAA
$15.3B
$1.47M 0.47%
10,573
+513
+5% +$68.4K
PFE icon
69
Pfizer
PFE
$152B
$1.38M 0.44%
55,392
+1,394
+3% +$35.2K
NOC icon
70
Northrop Grumman
NOC
$81.8B
$1.31M 0.42%
2,306
– –
ABT icon
71
Abbott
ABT
$190B
$1.31M 0.42%
10,437
+13
+0.1% +$1.66K
AAPL icon
72
Apple
AAPL
$4.45T
$1.3M 0.42%
4,800
+2
+0% +$537
CCK icon
73
Crown Holdings
CCK
$13.1B
$1.25M 0.4%
+12,119
New +$1.18M
VTR icon
74
Ventas
VTR
$44.6B
$1.22M 0.39%
15,721
-514
-3% -$38.8K
OMC icon
75
Omnicom Group
OMC
$23.6B
$1.14M 0.36%
14,067
-699
-5% -$53.4K
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.