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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
COST icon
101
Costco
COST
$419B
$301K 0.1%
325
– –
MS icon
102
Morgan Stanley
MS
$338B
$295K 0.1%
1,856
– –
MMM icon
103
3M
MMM
$94.4B
$273K 0.09%
1,760
– –
AMGN icon
104
Amgen
AMGN
$224B
$267K 0.09%
945
– –
MCD icon
105
McDonald's
MCD
$194B
$253K 0.09%
833
-21
-2% -$6.39K
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$127B
$243K 0.08%
3,725
– –
LIN icon
107
Linde
LIN
$226B
$235K 0.08%
495
– –
WPM icon
108
Wheaton Precious Metals
WPM
$61B
$221K 0.07%
1,977
+3
+0.2% +$293
BDX icon
109
Becton Dickinson
BDX
$49.4B
$215K 0.07%
1,147
– –
TER icon
110
Teradyne
TER
$59.3B
$196K 0.07%
1,422
– –
WFG icon
111
West Fraser Timber
WFG
$5.6B
$183K 0.06%
2,690
– –
HD icon
112
Home Depot
HD
$353B
$182K 0.06%
450
– –
XOM icon
113
ExxonMobil
XOM
$657B
$182K 0.06%
1,610
+13
+0.8% +$1.45K
GOOGL icon
114
Alphabet (Google) Class A
GOOGL
$4.2T
$181K 0.06%
744
– –
XLV icon
115
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$178K 0.06%
1,282
-39
-3% -$5.28K
IBIT icon
116
iShares Bitcoin Trust
IBIT
$47.2B
$177K 0.06%
2,723
– –
EQIX icon
117
Equinix
EQIX
$102B
$174K 0.06%
222
– –
TXN icon
118
Texas Instruments
TXN
$257B
$166K 0.06%
906
– –
MET icon
119
MetLife
MET
$61.5B
$161K 0.05%
1,960
– –
MRVL icon
120
Marvell Technology
MRVL
$191B
$152K 0.05%
1,807
– –
BX icon
121
Blackstone
BX
$118B
$145K 0.05%
850
– –
PG icon
122
Procter & Gamble
PG
$338B
$140K 0.05%
912
+2
+0.2% +$312
VOO icon
123
Vanguard S&P 500 ETF
VOO
$1.03T
$122K 0.04%
199
– –
PM icon
124
Philip Morris
PM
$290B
$122K 0.04%
750
– –
STAG icon
125
STAG Industrial
STAG
$7.08B
$122K 0.04%
3,447
– –
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 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.