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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
+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
AMGN icon
101
Amgen
AMGN
$224B
$270K 0.1%
945
– –
MMM icon
102
3M
MMM
$94.6B
$268K 0.1%
1,760
+1
+0.1% +$143
CVE icon
103
Cenovus Energy
CVE
$55.5B
$267K 0.1%
19,621
+164
+0.8% +$2.13K
MS icon
104
Morgan Stanley
MS
$338B
$262K 0.1%
1,856
– –
MCD icon
105
McDonald's
MCD
$193B
$254K 0.1%
854
+3
+0.4% +$925
LIN icon
106
Linde
LIN
$227B
$236K 0.09%
495
– –
IJH icon
107
iShares Core S&P Mid-Cap ETF
IJH
$127B
$234K 0.09%
3,725
– –
BDX icon
108
Becton Dickinson
BDX
$48.8B
$198K 0.07%
1,147
– –
WFG icon
109
West Fraser Timber
WFG
$5.57B
$197K 0.07%
2,690
– –
TXN icon
110
Texas Instruments
TXN
$258B
$191K 0.07%
906
-25
-3% -$4.44K
XLV icon
111
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$181K 0.07%
1,321
– –
WPM icon
112
Wheaton Precious Metals
WPM
$60.6B
$177K 0.07%
1,974
+7
+0.4% +$589
EQIX icon
113
Equinix
EQIX
$103B
$177K 0.07%
222
– –
XOM icon
114
ExxonMobil
XOM
$663B
$174K 0.07%
1,597
+14
+0.9% +$1.5K
HD icon
115
Home Depot
HD
$356B
$168K 0.06%
450
– –
IBIT icon
116
iShares Bitcoin Trust
IBIT
$47.2B
$163K 0.06%
2,723
+859
+46% +$48.1K
MET icon
117
MetLife
MET
$61.5B
$159K 0.06%
1,960
– –
PG icon
118
Procter & Gamble
PG
$336B
$147K 0.06%
910
+2
+0.2% +$326
MRVL icon
119
Marvell Technology
MRVL
$189B
$138K 0.05%
1,807
– –
PM icon
120
Philip Morris
PM
$290B
$133K 0.05%
750
– –
GOOGL icon
121
Alphabet (Google) Class A
GOOGL
$4.27T
$131K 0.05%
744
– –
TER icon
122
Teradyne
TER
$59.4B
$131K 0.05%
1,422
– –
BX icon
123
Blackstone
BX
$117B
$130K 0.05%
850
-309
-27% -$42.5K
STAG icon
124
STAG Industrial
STAG
$7.07B
$126K 0.05%
3,447
-1,900
-36% -$65.7K
NNN icon
125
NNN REIT
NNN
$8.73B
$117K 0.04%
2,692
-4,789
-64% -$199K
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 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.