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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
PM icon
126
Philip Morris
PM
$301B
$124K 0.04%
750
– –
PNC icon
127
PNC Financial Services
PNC
$100B
$122K 0.04%
586
– –
STAG icon
128
STAG Industrial
STAG
$7.86B
$119K 0.04%
3,301
– –
VOO icon
129
Vanguard S&P 500 ETF
VOO
$968B
$119K 0.04%
199
– –
NEM icon
130
Newmont
NEM
$98.2B
$118K 0.04%
1,091
– –
TMO icon
131
Thermo Fisher Scientific
TMO
$211B
$115K 0.04%
233
– –
NNN icon
132
NNN REIT
NNN
$9.39B
$110K 0.03%
2,606
– –
IBIT icon
133
iShares Bitcoin Trust
IBIT
$47.2B
$105K 0.03%
2,723
– –
PEP icon
134
PepsiCo
PEP
$186B
$104K 0.03%
672
+5
+0.7% +$779
BX icon
135
Blackstone
BX
$104B
$97.7K 0.03%
850
– –
GM icon
136
General Motors
GM
$74.7B
$78.2K 0.02%
1,050
– –
XLI icon
137
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$76.8K 0.02%
475
– –
BA icon
138
Boeing
BA
$165B
$68.9K 0.02%
346
– –
CVX icon
139
Chevron
CVX
$388B
$68.3K 0.02%
330
– –
CG icon
140
Carlyle Group
CG
$16.3B
$66.9K 0.02%
1,382
– –
KO icon
141
Coca-Cola
KO
$354B
$59.5K 0.02%
783
-2
-0.3% -$151
QQQ icon
142
Invesco QQQ Trust
QQQ
$455B
$58.3K 0.02%
101
– –
COP icon
143
ConocoPhillips
COP
$147B
$57.7K 0.02%
437
– –
MGA icon
144
Magna International
MGA
$17.9B
$55.6K 0.02%
996
+7
+0.7% +$400
LXP icon
145
LXP Industrial Trust
LXP
$3.53B
$49.3K 0.02%
1,065
– –
GILD icon
146
Gilead Sciences
GILD
$161B
$39K 0.01%
280
– –
XLY icon
147
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$38.1K 0.01%
350
– –
CME icon
148
CME Group
CME
$92.2B
$36.9K 0.01%
125
– –
EMA
149
Emera Inc
EMA
$16.8B
$29.8K 0.01%
575
– –
DIS icon
150
Walt Disney
DIS
$165B
$29.7K 0.01%
308
– –
4 5
6
7 8

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.