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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
+13.17%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$29M
Cap. Flow
+$1.69M
Cap. Flow %
0.63%
Top 10 Hldgs %
27.04%
Holding
217
New
1
Increased
86
Reduced
32
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.33M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$964K
3
TM icon
Toyota
TM
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.92M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.77M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
126
Vanguard S&P 500 ETF
VOO
$1.03T
$113K 0.04%
199
– –
PNC icon
127
PNC Financial Services
PNC
$101B
$113K 0.04%
586
– –
TECK icon
128
Teck Resources
TECK
$32.7B
$105K 0.04%
2,612
+1
+0% +$36
NTR icon
129
Nutrien
NTR
$31.9B
$104K 0.04%
1,785
+112
+7% +$6.33K
TMO icon
130
Thermo Fisher Scientific
TMO
$222B
$98.2K 0.04%
233
– –
PEP icon
131
PepsiCo
PEP
$188B
$88.9K 0.03%
657
+4
+0.6% +$539
ALB icon
132
Albemarle
ALB
$15.3B
$79K 0.03%
1,258
– –
SLV icon
133
iShares Silver Trust
SLV
$31.6B
$76.2K 0.03%
2,328
– –
CG icon
134
Carlyle Group
CG
$17.7B
$73K 0.03%
1,382
– –
BA icon
135
Boeing
BA
$185B
$72.6K 0.03%
346
– –
XLI icon
136
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$70.2K 0.03%
475
-5,530
-92% -$754K
TRI icon
137
Thomson Reuters
TRI
$45.6B
$67.6K 0.03%
331
– –
NEM icon
138
Newmont
NEM
$123B
$64.2K 0.02%
1,091
– –
KO icon
139
Coca-Cola
KO
$373B
$55.4K 0.02%
773
+4
+0.5% +$285
QQQ icon
140
Invesco QQQ Trust
QQQ
$478B
$55.2K 0.02%
101
-3,852
-97% -$1.92M
GM icon
141
General Motors
GM
$78.4B
$54.6K 0.02%
1,050
– –
CVX icon
142
Chevron
CVX
$385B
$48K 0.02%
330
– –
LXP icon
143
LXP Industrial Trust
LXP
$3.58B
$43.4K 0.02%
1,039
+15
+1% +$617
COP icon
144
ConocoPhillips
COP
$151B
$40.2K 0.02%
437
– –
XLY icon
145
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$38.2K 0.01%
350
-2,000
-85% -$205K
DIS icon
146
Walt Disney
DIS
$178B
$38K 0.01%
308
– –
MGA icon
147
Magna International
MGA
$18.7B
$37.6K 0.01%
973
-268
-22% -$9.46K
AVB icon
148
AvalonBay Communities
AVB
$26.2B
$36.2K 0.01%
178
-200
-53% -$40.9K
CMCSA icon
149
Comcast
CMCSA
$90.5B
$36.2K 0.01%
996
– –
CME icon
150
CME Group
CME
$93.8B
$34.4K 0.01%
125
– –
4 5
6
7 8

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MB
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MI
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CCM
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WCM
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MHP
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V
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OCMH
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Gold Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Gold Investment Management held 217 positions worth $266M, up 12% from $237M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Gold Investment Management's Q2 2025 filing shows 1 new, 86 increased, 32 reduced and 14 closed positions. Its largest new stake was Emera Inc: 575 shares worth $26.3K. The largest sale was Invesco QQQ Trust, an estimated $1.92M.

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 Q2 2025 buy was Emera Inc: 575 shares worth $26.3K.
  • Gold Investment Management added most to Tesla in Q2 2025, an estimated $2.33M increase.
  • Gold Investment Management's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $1.92M.
  • Gold Investment Management fully exited State Street SPDR EURO STOXX 50 ETF in Q2 2025, selling an estimated $1.15M.
  • Gold Investment Management's ten largest holdings make up 27% of its $266M portfolio in Q2 2025.
  • Gold Investment Management opened 1 new position and closed 14 in Q2 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $266M.

Based on Gold Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.