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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
ALB icon
126
Albemarle
ALB
$15.3B
$108K 0.05%
1,258
– –
HD icon
127
Home Depot
HD
$353B
$107K 0.05%
276
– –
VOO icon
128
Vanguard S&P 500 ETF
VOO
$1.03T
$107K 0.05%
199
– –
TECK icon
129
Teck Resources
TECK
$32.4B
$106K 0.04%
2,610
+7
+0.3% +$327
TXN icon
130
Texas Instruments
TXN
$257B
$104K 0.04%
555
– –
PM icon
131
Philip Morris
PM
$290B
$90.3K 0.04%
750
– –
AVB icon
132
AvalonBay Communities
AVB
$26B
$83.1K 0.04%
378
– –
NTR icon
133
Nutrien
NTR
$32.1B
$79K 0.03%
1,767
+101
+6% +$4.79K
CG icon
134
Carlyle Group
CG
$17.4B
$69.8K 0.03%
1,382
– –
PEP icon
135
PepsiCo
PEP
$189B
$62K 0.03%
408
+2
+0.5% +$328
SLV icon
136
iShares Silver Trust
SLV
$31.5B
$61.3K 0.03%
2,328
– –
GM icon
137
General Motors
GM
$78.4B
$55.9K 0.02%
1,050
– –
TRI icon
138
Thomson Reuters
TRI
$45.4B
$53.9K 0.02%
331
– –
CVX icon
139
Chevron
CVX
$386B
$47.8K 0.02%
330
– –
XLV icon
140
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$45.8K 0.02%
333
+20
+6% +$2.93K
COP icon
141
ConocoPhillips
COP
$151B
$43.3K 0.02%
437
– –
MGA icon
142
Magna International
MGA
$18.8B
$42.9K 0.02%
1,026
+8
+0.8% +$344
LXP icon
143
LXP Industrial Trust
LXP
$3.58B
$41K 0.02%
1,009
-86
-8% -$3.98K
NEM icon
144
Newmont
NEM
$124B
$40.6K 0.02%
1,091
– –
XLY icon
145
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$39.3K 0.02%
350
– –
CMCSA icon
146
Comcast
CMCSA
$91B
$37.4K 0.02%
996
– –
DIS icon
147
Walt Disney
DIS
$179B
$34.3K 0.01%
308
– –
CME icon
148
CME Group
CME
$93.2B
$29K 0.01%
125
– –
VCSH icon
149
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$26.1K 0.01%
334
+13
+4% +$1.02K
GILD icon
150
Gilead Sciences
GILD
$168B
$25.9K 0.01%
280
– –
4 5
6
7 8

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.