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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
IEFA icon
76
iShares Core MSCI EAFE ETF
IEFA
$195B
$833K 0.35%
11,848
+50
+0.4% +$3.69K
XLI icon
77
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$823K 0.35%
6,248
– –
ASML icon
78
ASML
ASML
$691B
$818K 0.34%
1,180
+334
+39% +$240K
BBU
79
DELISTED
Brookfield Business Partners
BBU
$767K 0.32%
32,518
+1,017
+3% +$24.2K
PSA icon
80
Public Storage
PSA
$60.7B
$758K 0.32%
2,530
-59
-2% -$19.6K
BMY icon
81
Bristol-Myers Squibb
BMY
$130B
$722K 0.3%
12,772
– –
LRCX icon
82
Lam Research
LRCX
$390B
$602K 0.25%
8,335
+1,275
+18% +$96.7K
RCI icon
83
Rogers Communications
RCI
$19.1B
$581K 0.25%
18,910
-322
-2% -$11.5K
BEN icon
84
Franklin Resources
BEN
$16.9B
$578K 0.24%
28,481
+1,333
+5% +$28.1K
WELL icon
85
Welltower
WELL
$163B
$565K 0.24%
4,484
-53
-1% -$6.96K
WCN
86
Waste Connections
WCN
$42B
$565K 0.24%
3,294
– –
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$489K 0.21%
9,371
-18
-0.2% -$997
META icon
88
Meta Platforms (Facebook)
META
$1.53T
$489K 0.21%
835
– –
TRP icon
89
TC Energy
TRP
$66.3B
$434K 0.18%
9,319
+210
+2% +$9.93K
PBA icon
90
Pembina Pipeline
PBA
$28.3B
$411K 0.17%
11,134
+133
+1% +$5.42K
AEM icon
91
Agnico Eagle Mines
AEM
$92B
$371K 0.16%
4,749
-835
-15% -$68.8K
KLAC icon
92
KLA
KLAC
$262B
$365K 0.15%
5,800
– –
RTX icon
93
RTX Corp
RTX
$302B
$356K 0.15%
3,074
– –
NVDA icon
94
NVIDIA
NVDA
$5.27T
$332K 0.14%
2,470
– –
FNV icon
95
Franco-Nevada
FNV
$46.4B
$315K 0.13%
2,683
+11
+0.4% +$1.36K
NNN icon
96
NNN REIT
NNN
$8.71B
$314K 0.13%
7,692
– –
VNQ icon
97
Vanguard Real Estate ETF
VNQ
$38.3B
$311K 0.13%
3,489
+25
+0.7% +$2.36K
COST icon
98
Costco
COST
$419B
$298K 0.13%
325
– –
CVE icon
99
Cenovus Energy
CVE
$55B
$293K 0.12%
19,308
+144
+0.8% +$2.32K
AMD icon
100
Advanced Micro Devices
AMD
$774B
$273K 0.12%
2,259
+350
+18% +$50.4K
2 3
4
5 6

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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 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.