We are live on ! Find out more
GIM

Gold Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 50.96%
This Fund
S&P 500
This Quarter Est. Return
+10.29%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$298M
AUM Growth
+$32M
Cap. Flow
+$7.46M
Cap. Flow %
2.51%
Top 10 Hldgs %
28.48%
Holding
203
New
–
Increased
81
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.29M
2
GD icon
General Dynamics
GD
+$1.43M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$262K
4
CNI icon
Canadian National Railway
CNI
+$239K
5
BCE icon
BCE
BCE
+$193K

Top Sells

Rank Stock Value
1
MAA icon
Mid-America Apartment Communities
MAA
+$44.1K
2
VTR icon
Ventas
VTR
+$34.5K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$32K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$29.3K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$22.7K

Sector Composition

Rank Sector Weight
1 Financials 29.28%
2 Technology 15.65%
3 Industrials 13.1%
4 Consumer Discretionary 6.13%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
126
PNC Financial Services
PNC
$102B
$118K 0.04%
586
– –
TECK icon
127
Teck Resources
TECK
$33.3B
$115K 0.04%
2,613
+1
+0% +$36
NNN icon
128
NNN REIT
NNN
$8.69B
$115K 0.04%
2,692
– –
TMO icon
129
Thermo Fisher Scientific
TMO
$222B
$113K 0.04%
233
– –
NTR icon
130
Nutrien
NTR
$31.8B
$106K 0.04%
1,803
+18
+1% +$1.05K
ALB icon
131
Albemarle
ALB
$15.4B
$102K 0.03%
1,258
– –
SLV icon
132
iShares Silver Trust
SLV
$32B
$98.6K 0.03%
2,328
– –
PEP icon
133
PepsiCo
PEP
$188B
$93K 0.03%
662
+5
+0.8% +$714
NEM icon
134
Newmont
NEM
$126B
$92K 0.03%
1,091
– –
CG icon
135
Carlyle Group
CG
$17.3B
$86.7K 0.03%
1,382
– –
BA icon
136
Boeing
BA
$184B
$74.7K 0.03%
346
– –
XLI icon
137
State Street Industrial Select Sector SPDR ETF
XLI
$34.9B
$73.3K 0.02%
475
– –
GM icon
138
General Motors
GM
$77.6B
$64K 0.02%
1,050
– –
QQQ icon
139
Invesco QQQ Trust
QQQ
$483B
$60.6K 0.02%
101
– –
TRI icon
140
Thomson Reuters
TRI
$45B
$52.2K 0.02%
331
– –
KO icon
141
Coca-Cola
KO
$370B
$51.5K 0.02%
777
+4
+0.5% +$275
CVX icon
142
Chevron
CVX
$384B
$51.2K 0.02%
330
– –
LXP icon
143
LXP Industrial Trust
LXP
$3.58B
$47.2K 0.02%
1,053
+14
+1% +$601
MGA icon
144
Magna International
MGA
$18.8B
$46.5K 0.02%
981
+8
+0.8% +$353
XLY icon
145
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.6B
$41.9K 0.01%
350
– –
COP icon
146
ConocoPhillips
COP
$151B
$41.3K 0.01%
437
– –
DIS icon
147
Walt Disney
DIS
$178B
$35.3K 0.01%
308
– –
GLD icon
148
SPDR Gold Trust
GLD
$144B
$34.8K 0.01%
98
– –
AVB icon
149
AvalonBay Communities
AVB
$25.9B
$34.4K 0.01%
178
– –
CME icon
150
CME Group
CME
$92.7B
$33.8K 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 Q3 2025 Portfolio in Review

As of Q3 2025, Gold Investment Management held 203 positions worth $298M, up 12% from $266M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Gold Investment Management opened no new positions and made no exits, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management added most to Tesla in Q3 2025, an estimated $2.29M increase.
  • Gold Investment Management's biggest Q3 2025 reduction was Mid-America Apartment Communities, cutting an estimated $44.1K.
  • Gold Investment Management's ten largest holdings make up 28% of its $298M portfolio in Q3 2025.
  • Gold Investment Management opened 0 new positions and closed 0 in Q3 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $298M.

Based on Gold Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.