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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
+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
VWO icon
76
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.07M 0.36%
19,766
+391
+2% +$20.1K
NVDA icon
77
NVIDIA
NVDA
$5.27T
$1.02M 0.34%
5,460
– –
RCI icon
78
Rogers Communications
RCI
$19.1B
$1.01M 0.34%
29,233
+590
+2% +$20.3K
BEN icon
79
Franklin Resources
BEN
$16.9B
$970K 0.33%
41,944
+2,247
+6% +$55.5K
HON icon
80
Honeywell
HON
$72.9B
$934K 0.31%
4,706
+7
+0.1% +$1.46K
AMD icon
81
Advanced Micro Devices
AMD
$774B
$845K 0.28%
5,221
– –
AEM icon
82
Agnico Eagle Mines
AEM
$92B
$807K 0.27%
4,789
+12
+0.3% +$1.65K
IEMG icon
83
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$616K 0.21%
9,346
-82
-0.9% -$5.12K
FNV icon
84
Franco-Nevada
FNV
$46.4B
$599K 0.2%
2,691
– –
WCN
85
Waste Connections
WCN
$42B
$579K 0.19%
3,294
– –
RTX icon
86
RTX Corp
RTX
$302B
$565K 0.19%
3,379
– –
BMY icon
87
Bristol-Myers Squibb
BMY
$130B
$563K 0.19%
12,489
+42
+0.3% +$1.96K
PSA icon
88
Public Storage
PSA
$60.7B
$558K 0.19%
1,933
-55
-3% -$15.8K
TFII icon
89
TFI International
TFII
$11.7B
$555K 0.19%
6,302
– –
TRP icon
90
TC Energy
TRP
$66.3B
$531K 0.18%
9,764
+108
+1% +$5.42K
LHX icon
91
L3Harris
LHX
$53.3B
$531K 0.18%
1,738
– –
B
92
Barrick Mining
B
$66B
$473K 0.16%
14,409
+71
+0.5% +$1.8K
WELL icon
93
Welltower
WELL
$163B
$448K 0.15%
2,515
– –
PBA icon
94
Pembina Pipeline
PBA
$28.3B
$448K 0.15%
11,071
+49
+0.4% +$1.85K
META icon
95
Meta Platforms (Facebook)
META
$1.53T
$424K 0.14%
578
– –
STN icon
96
Stantec
STN
$8.5B
$367K 0.12%
3,407
– –
CCJ icon
97
Cameco
CCJ
$43B
$347K 0.12%
4,135
– –
ILF icon
98
iShares Latin America 40 ETF
ILF
$3.73B
$339K 0.11%
11,741
-205
-2% -$5.45K
CVE icon
99
Cenovus Energy
CVE
$55B
$337K 0.11%
19,820
+199
+1% +$3.11K
VNQ icon
100
Vanguard Real Estate ETF
VNQ
$38.3B
$307K 0.1%
3,359
+27
+0.8% +$2.45K
2 3
4
5 6

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MB
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MI
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CCM
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WCM
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MHP
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V
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OCMH
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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.