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
+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
GOOG icon
76
Alphabet (Google) Class C
GOOG
$4.28T
$992K 0.37%
5,601
-5
-0.1% -$826
BEN icon
77
Franklin Resources
BEN
$17B
$966K 0.36%
39,697
+1,724
+5% +$35.5K
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$962K 0.36%
19,375
+239
+1% +$11.1K
RCI icon
79
Rogers Communications
RCI
$19.1B
$849K 0.32%
28,643
-1,359
-5% -$35.6K
NVDA icon
80
NVIDIA
NVDA
$5.3T
$837K 0.32%
5,460
-19
-0.3% -$2.39K
AMD icon
81
Advanced Micro Devices
AMD
$768B
$730K 0.27%
5,221
+2,074
+66% +$226K
WCN
82
Waste Connections
WCN
$42.2B
$615K 0.23%
3,294
– –
PSA icon
83
Public Storage
PSA
$60.3B
$592K 0.22%
1,988
-476
-19% -$141K
BMY icon
84
Bristol-Myers Squibb
BMY
$130B
$582K 0.22%
12,447
– –
AEM icon
85
Agnico Eagle Mines
AEM
$92.2B
$569K 0.21%
4,777
+28
+0.6% +$3.25K
IEMG icon
86
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$567K 0.21%
9,428
+55
+0.6% +$3.07K
TFII icon
87
TFI International
TFII
$11.5B
$566K 0.21%
6,302
– –
RTX icon
88
RTX Corp
RTX
$301B
$487K 0.18%
3,379
– –
TRP icon
89
TC Energy
TRP
$66.5B
$471K 0.18%
9,656
+232
+2% +$11.4K
FNV icon
90
Franco-Nevada
FNV
$46.3B
$442K 0.17%
2,691
+4
+0.1% +$662
LHX icon
91
L3Harris
LHX
$53.4B
$437K 0.16%
1,738
+904
+108% +$208K
META icon
92
Meta Platforms (Facebook)
META
$1.55T
$422K 0.16%
578
-14
-2% -$8.65K
PBA icon
93
Pembina Pipeline
PBA
$28.1B
$414K 0.16%
11,022
+43
+0.4% +$1.62K
WELL icon
94
Welltower
WELL
$164B
$386K 0.15%
2,515
-1,805
-42% -$270K
STN icon
95
Stantec
STN
$8.5B
$371K 0.14%
3,407
– –
COST icon
96
Costco
COST
$416B
$320K 0.12%
325
– –
ILF icon
97
iShares Latin America 40 ETF
ILF
$3.76B
$313K 0.12%
11,946
-23
-0.2% -$572
CCJ icon
98
Cameco
CCJ
$43B
$307K 0.12%
4,135
– –
VNQ icon
99
Vanguard Real Estate ETF
VNQ
$38.4B
$299K 0.11%
3,332
-195
-6% -$17.2K
B
100
Barrick Mining
B
$68B
$298K 0.11%
14,338
+128
+0.9% +$2.5K
2 3
4
5 6

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 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.