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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
ILF icon
101
iShares Latin America 40 ETF
ILF
$3.73B
$273K 0.12%
13,049
+1
+0% +$24
BDX icon
102
Becton Dickinson
BDX
$49.5B
$271K 0.11%
1,196
– –
STN icon
103
Stantec
STN
$8.48B
$267K 0.11%
3,407
– –
AMGN icon
104
Amgen
AMGN
$223B
$246K 0.1%
945
– –
MCD icon
105
McDonald's
MCD
$193B
$246K 0.1%
848
-13
-2% -$3.88K
MMM icon
106
3M
MMM
$94.5B
$235K 0.1%
1,820
+1
+0.1% +$131
MS icon
107
Morgan Stanley
MS
$338B
$233K 0.1%
1,856
– –
WFG icon
108
West Fraser Timber
WFG
$5.54B
$233K 0.1%
2,690
– –
IJH icon
109
iShares Core S&P Mid-Cap ETF
IJH
$127B
$232K 0.1%
3,725
– –
B
110
Barrick Mining
B
$67.6B
$220K 0.09%
14,210
+63
+0.4% +$1.15K
CCJ icon
111
Cameco
CCJ
$42.9B
$213K 0.09%
4,135
+7
+0.2% +$381
EQIX icon
112
Equinix
EQIX
$103B
$209K 0.09%
222
-12
-5% -$11K
LIN icon
113
Linde
LIN
$227B
$207K 0.09%
495
– –
BX icon
114
Blackstone
BX
$118B
$200K 0.08%
1,159
– –
MRVL icon
115
Marvell Technology
MRVL
$189B
$200K 0.08%
1,807
– –
STAG icon
116
STAG Industrial
STAG
$7.11B
$181K 0.08%
5,347
– –
TER icon
117
Teradyne
TER
$58.8B
$179K 0.08%
1,422
– –
XOM icon
118
ExxonMobil
XOM
$657B
$169K 0.07%
1,570
+13
+0.8% +$1.52K
MET icon
119
MetLife
MET
$61.8B
$160K 0.07%
1,960
– –
PG icon
120
Procter & Gamble
PG
$337B
$152K 0.06%
906
+2
+0.2% +$341
GOOGL icon
121
Alphabet (Google) Class A
GOOGL
$4.22T
$141K 0.06%
744
– –
LHX icon
122
L3Harris
LHX
$53.3B
$140K 0.06%
665
– –
TMO icon
123
Thermo Fisher Scientific
TMO
$224B
$121K 0.05%
233
– –
PNC icon
124
PNC Financial Services
PNC
$101B
$113K 0.05%
586
– –
WPM icon
125
Wheaton Precious Metals
WPM
$61B
$110K 0.05%
1,963
– –
3 4
5
6 7

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 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.