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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
-1.53%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$461K
Cap. Flow
+$6.48M
Cap. Flow %
2.74%
Top 10 Hldgs %
25.06%
Holding
218
New
3
Increased
90
Reduced
35
Closed
2

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.06M
2
BCE icon
BCE
BCE
+$965K
3
BIP icon
Brookfield Infrastructure Partners
BIP
+$440K
4
NVDA icon
NVIDIA
NVDA
+$381K
5
BN icon
Brookfield
BN
+$377K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.62M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.12M
3
TSM icon
TSMC
TSM
+$566K
4
TSLA icon
Tesla
TSLA
+$550K
5
AAPL icon
Apple
AAPL
+$201K

Sector Composition

Rank Sector Weight
1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TER icon
126
Teradyne
TER
$59.3B
$117K 0.05%
1,422
– –
TMO icon
127
Thermo Fisher Scientific
TMO
$224B
$116K 0.05%
233
– –
GOOGL icon
128
Alphabet (Google) Class A
GOOGL
$4.2T
$115K 0.05%
744
– –
MRVL icon
129
Marvell Technology
MRVL
$191B
$111K 0.05%
1,807
– –
PNC icon
130
PNC Financial Services
PNC
$101B
$103K 0.04%
586
– –
VOO icon
131
Vanguard S&P 500 ETF
VOO
$1.03T
$102K 0.04%
199
– –
PEP icon
132
PepsiCo
PEP
$189B
$97.9K 0.04%
653
+245
+60% +$36.5K
TECK icon
133
Teck Resources
TECK
$32.4B
$95.1K 0.04%
2,611
+1
+0% +$41
ALB icon
134
Albemarle
ALB
$15.3B
$90.6K 0.04%
1,258
– –
IBIT icon
135
iShares Bitcoin Trust
IBIT
$47.2B
$87.3K 0.04%
+1,864
New +$98.7K
NTR icon
136
Nutrien
NTR
$32.1B
$83.1K 0.04%
1,673
-94
-5% -$4.81K
AVB icon
137
AvalonBay Communities
AVB
$26B
$81.1K 0.03%
378
– –
SLV icon
138
iShares Silver Trust
SLV
$31.5B
$72.1K 0.03%
2,328
– –
CG icon
139
Carlyle Group
CG
$17.2B
$60.2K 0.03%
1,382
– –
BA icon
140
Boeing
BA
$184B
$59K 0.02%
346
+216
+166% +$37.4K
TRI icon
141
Thomson Reuters
TRI
$45.4B
$58K 0.02%
331
– –
CVX icon
142
Chevron
CVX
$386B
$55.2K 0.02%
330
– –
KO icon
143
Coca-Cola
KO
$372B
$55.1K 0.02%
769
+587
+323% +$39.2K
NEM icon
144
Newmont
NEM
$124B
$52.7K 0.02%
1,091
– –
GM icon
145
General Motors
GM
$78.4B
$49.4K 0.02%
1,050
– –
COP icon
146
ConocoPhillips
COP
$151B
$45.9K 0.02%
437
– –
LXP icon
147
LXP Industrial Trust
LXP
$3.58B
$44.3K 0.02%
1,024
+15
+1% +$643
MGA icon
148
Magna International
MGA
$18.8B
$42.2K 0.02%
1,241
+215
+21% +$8.26K
CMCSA icon
149
Comcast
CMCSA
$91B
$36.8K 0.02%
996
– –
CME icon
150
CME Group
CME
$93.2B
$33.2K 0.01%
125
– –
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 Q1 2025 Portfolio in Review

As of Q1 2025, Gold Investment Management held 218 positions worth $237M, down 0.19% from $237M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.3%. Gold Investment Management opened 3 new positions and exited 2, leaving the 218-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 28% a quarter earlier, followed by Industrials and Technology.

  • Gold Investment Management's largest Q1 2025 buy was iShares Bitcoin Trust: 1,864 shares worth $87.3K.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2025, an estimated $1.06M increase.
  • Gold Investment Management's biggest Q1 2025 reduction was Microsoft, cutting an estimated $1.62M.
  • Gold Investment Management fully exited Global X Defense Tech ETF in Q1 2025, selling an estimated $2.69K.
  • Gold Investment Management's ten largest holdings make up 25% of its $237M portfolio in Q1 2025.
  • Gold Investment Management opened 3 new positions and closed 2 in Q1 2025.
  • Gold Investment Management's portfolio value fell 0.19% quarter-over-quarter to $237M.

Based on Gold Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.