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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
COST icon
101
Costco
COST
$415B
$324K 0.1%
325
– –
MS icon
102
Morgan Stanley
MS
$337B
$305K 0.09%
1,856
– –
VNQ icon
103
Vanguard Real Estate ETF
VNQ
$39.9B
$302K 0.09%
3,410
+25
+0.7% +$2.29K
STN icon
104
Stantec
STN
$7.69B
$294K 0.09%
3,407
– –
XOM icon
105
ExxonMobil
XOM
$651B
$277K 0.09%
1,634
+10
+0.6% +$1.46K
VCSH icon
106
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$275K 0.09%
3,472
+3,270
+1,619% +$261K
WPM icon
107
Wheaton Precious Metals
WPM
$50.6B
$260K 0.08%
1,980
– –
MMM icon
108
3M
MMM
$89B
$256K 0.08%
1,760
+1
+0.1% +$159
IJH icon
109
iShares Core S&P Mid-Cap ETF
IJH
$123B
$252K 0.08%
3,725
– –
LIN icon
110
Linde
LIN
$237B
$245K 0.08%
495
– –
MCD icon
111
McDonald's
MCD
$188B
$243K 0.08%
781
+3
+0.4% +$956
ALB icon
112
Albemarle
ALB
$13.5B
$226K 0.07%
1,258
– –
GOOGL icon
113
Alphabet (Google) Class A
GOOGL
$3.91T
$214K 0.07%
744
– –
EQIX icon
114
Equinix
EQIX
$107B
$208K 0.06%
212
– –
XLV icon
115
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$188K 0.06%
1,282
– –
BDX icon
116
Becton Dickinson
BDX
$43.1B
$180K 0.06%
1,147
– –
MRVL icon
117
Marvell Technology
MRVL
$174B
$179K 0.06%
1,807
– –
TXN icon
118
Texas Instruments
TXN
$255B
$176K 0.05%
906
– –
WFG icon
119
West Fraser Timber
WFG
$5.18B
$176K 0.05%
2,690
– –
HD icon
120
Home Depot
HD
$332B
$148K 0.05%
450
– –
NTR icon
121
Nutrien
NTR
$32.7B
$143K 0.04%
1,890
+23
+1% +$1.64K
MET icon
122
MetLife
MET
$61B
$139K 0.04%
1,960
– –
TECK icon
123
Teck Resources
TECK
$29.5B
$135K 0.04%
2,615
+1
+0% +$54
PG icon
124
Procter & Gamble
PG
$343B
$132K 0.04%
916
+2
+0.2% +$303
B
125
Barrick Mining
B
$62.2B
$128K 0.04%
3,132
+2
+0.1% +$92
3 4
5
6 7

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.