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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
+5.93%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
+$602K
Cap. Flow %
0.19%
Top 10 Hldgs %
29.26%
Holding
205
New
2
Increased
67
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
CCK icon
Crown Holdings
CCK
+$1.18M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$699K
3
TSLA icon
Tesla
TSLA
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$912K
2
BNS icon
Scotiabank
BNS
+$584K
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

Rank Sector Weight
1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
101
Amgen
AMGN
$224B
$309K 0.1%
945
– –
VNQ icon
102
Vanguard Real Estate ETF
VNQ
$38.3B
$299K 0.1%
3,385
+26
+0.8% +$2.34K
MMM icon
103
3M
MMM
$94.4B
$282K 0.09%
1,759
-1
-0.1% -$164
COST icon
104
Costco
COST
$419B
$280K 0.09%
325
– –
TER icon
105
Teradyne
TER
$59.3B
$275K 0.09%
1,422
– –
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$127B
$246K 0.08%
3,725
– –
MCD icon
107
McDonald's
MCD
$194B
$238K 0.08%
778
-55
-7% -$16.8K
GOOGL icon
108
Alphabet (Google) Class A
GOOGL
$4.2T
$233K 0.07%
744
– –
WPM icon
109
Wheaton Precious Metals
WPM
$61B
$233K 0.07%
1,980
+3
+0.2% +$321
BDX icon
110
Becton Dickinson
BDX
$49.4B
$223K 0.07%
1,147
– –
LIN icon
111
Linde
LIN
$226B
$211K 0.07%
495
– –
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$198K 0.06%
1,282
– –
XOM icon
113
ExxonMobil
XOM
$657B
$195K 0.06%
1,624
+14
+0.9% +$1.62K
ALB icon
114
Albemarle
ALB
$15.3B
$178K 0.06%
1,258
– –
WFG icon
115
West Fraser Timber
WFG
$5.6B
$165K 0.05%
2,690
– –
EQIX icon
116
Equinix
EQIX
$102B
$162K 0.05%
212
-10
-5% -$7.84K
TXN icon
117
Texas Instruments
TXN
$257B
$157K 0.05%
906
– –
HD icon
118
Home Depot
HD
$353B
$155K 0.05%
450
– –
MET icon
119
MetLife
MET
$61.5B
$155K 0.05%
1,960
– –
MRVL icon
120
Marvell Technology
MRVL
$191B
$154K 0.05%
1,807
– –
SLV icon
121
iShares Silver Trust
SLV
$31.5B
$150K 0.05%
2,328
– –
B
122
Barrick Mining
B
$67.2B
$136K 0.04%
3,130
-11,279
-78% -$423K
IBIT icon
123
iShares Bitcoin Trust
IBIT
$47.2B
$135K 0.04%
2,723
– –
TMO icon
124
Thermo Fisher Scientific
TMO
$224B
$135K 0.04%
233
– –
BX icon
125
Blackstone
BX
$118B
$131K 0.04%
850
– –
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 2025 Portfolio in Review

As of Q4 2025, Gold Investment Management held 205 positions worth $313M, up 5.3% from $298M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.5%. Gold Investment Management opened 2 new positions and exited 1, leaving the 205-position portfolio largely intact.

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 Q4 2025 buy was Crown Holdings: 12,119 shares worth $1.25M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $699K increase.
  • Gold Investment Management's biggest Q4 2025 reduction was Oracle, cutting an estimated $912K.
  • Gold Investment Management fully exited TELUS International in Q4 2025, selling an estimated $1.78K.
  • Gold Investment Management's ten largest holdings make up 29% of its $313M portfolio in Q4 2025.
  • Gold Investment Management opened 2 new positions and closed 1 in Q4 2025.
  • Gold Investment Management's portfolio value rose 5.3% quarter-over-quarter to $313M.

Based on Gold Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.