We are live on ! Find out more
GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
1 Year Est. Return
+38.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
+$2.05M
Cap. Flow %
0.64%
Top 10 Hldgs %
28.47%
Holding
205
New
1
Increased
88
Reduced
6
Closed
4

Top Buys

Rank Stock Value
1
BBUC
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
+$1.63M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$598K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.14M
2
BBU
Brookfield Business Partners
BBU
+$1.6M
3
NVDA icon
NVIDIA
NVDA
+$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

Rank Sector Weight
1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
76
Abbott
ABT
$180B
$1.09M 0.34%
10,589
+152
+1% +$17.2K
VWO icon
77
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.08M 0.33%
19,920
-39
-0.2% -$2.19K
AMD icon
78
Advanced Micro Devices
AMD
$851B
$1.06M 0.33%
5,221
– –
BEN icon
79
Franklin Resources
BEN
$16.9B
$1.02M 0.31%
43,001
+2,110
+5% +$54.3K
HON icon
80
Honeywell
HON
$77.1B
$1M 0.31%
4,432
+5
+0.1% +$1.14K
AEM icon
81
Agnico Eagle Mines
AEM
$72.6B
$975K 0.3%
4,809
+9
+0.2% +$1.87K
XLF icon
82
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$797K 0.25%
16,133
– –
BMY icon
83
Bristol-Myers Squibb
BMY
$127B
$761K 0.24%
12,542
– –
TFII icon
84
TFI International
TFII
$12.4B
$685K 0.21%
6,302
– –
FNV icon
85
Franco-Nevada
FNV
$41.4B
$668K 0.21%
2,701
+4
+0.1% +$990
RTX icon
86
RTX Corp
RTX
$287B
$652K 0.2%
3,379
– –
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$639K 0.2%
9,166
+36
+0.4% +$2.6K
TRP icon
88
TC Energy
TRP
$73.5B
$631K 0.2%
10,089
+125
+1% +$7.54K
LHX icon
89
L3Harris
LHX
$55.9B
$600K 0.19%
1,738
– –
CVE icon
90
Cenovus Energy
CVE
$54.6B
$562K 0.17%
21,200
+1,225
+6% +$26.1K
WCN
91
Waste Connections
WCN
$42.8B
$535K 0.17%
3,294
– –
NVDA icon
92
NVIDIA
NVDA
$5.01T
$516K 0.16%
2,960
-2,500
-46% -$459K
PSA icon
93
Public Storage
PSA
$60.2B
$500K 0.15%
1,844
+12
+0.7% +$3.44K
PBA icon
94
Pembina Pipeline
PBA
$29.9B
$494K 0.15%
11,044
+3
+0% +$127
WELL icon
95
Welltower
WELL
$178B
$488K 0.15%
2,470
– –
CCJ icon
96
Cameco
CCJ
$38.3B
$450K 0.14%
4,142
– –
ILF icon
97
iShares Latin America 40 ETF
ILF
$3.77B
$443K 0.14%
12,458
+304
+3% +$10.5K
TER icon
98
Teradyne
TER
$54.8B
$422K 0.13%
1,422
– –
AMGN icon
99
Amgen
AMGN
$203B
$332K 0.1%
945
– –
META icon
100
Meta Platforms (Facebook)
META
$1.51T
$331K 0.1%
578
– –
2 3
4
5 6

Similar funds

TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $323M AUM 24.17% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Gold Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Gold Investment Management held 205 positions worth $323M, up 3.1% from $313M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 2.4%. Gold Investment Management opened 1 new position and exited 4, leaving the 205-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q1 2026 buy was Brookfield Business Corp Class A Subordinate Voting Shares: 47,431 shares worth $1.49M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $598K increase.
  • Gold Investment Management's biggest Q1 2026 reduction was Tesla, cutting an estimated $2.14M.
  • Gold Investment Management fully exited Brookfield Business Partners in Q1 2026, selling an estimated $1.6M.
  • Gold Investment Management's ten largest holdings make up 28% of its $323M portfolio in Q1 2026.
  • Gold Investment Management opened 1 new position and closed 4 in Q1 2026.
  • Gold Investment Management's portfolio value rose 3.1% quarter-over-quarter to $323M.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.