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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
+5.93%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
+$602K
Cap. Flow %
0.19%
Top 10 Hldgs %
29.26%
Holding
205
New
2
Increased
67
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
CCK icon
Crown Holdings
CCK
+$1.18M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$699K
3
TSLA icon
Tesla
TSLA
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$912K
2
BNS icon
Scotiabank
BNS
+$584K
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

Rank Sector Weight
1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
126
Procter & Gamble
PG
$338B
$131K 0.04%
914
+2
+0.2% +$295
TECK icon
127
Teck Resources
TECK
$32.4B
$125K 0.04%
2,614
+1
+0% +$43
VOO icon
128
Vanguard S&P 500 ETF
VOO
$1.03T
$125K 0.04%
199
– –
PNC icon
129
PNC Financial Services
PNC
$101B
$122K 0.04%
586
– –
STAG icon
130
STAG Industrial
STAG
$7.08B
$121K 0.04%
3,301
-146
-4% -$5.54K
PM icon
131
Philip Morris
PM
$290B
$120K 0.04%
750
– –
NTR icon
132
Nutrien
NTR
$32.1B
$115K 0.04%
1,867
+64
+4% +$3.77K
NEM icon
133
Newmont
NEM
$124B
$109K 0.03%
1,091
– –
NNN icon
134
NNN REIT
NNN
$8.71B
$103K 0.03%
2,606
-86
-3% -$3.52K
PEP icon
135
PepsiCo
PEP
$189B
$95.7K 0.03%
667
+5
+0.8% +$735
GM icon
136
General Motors
GM
$78.4B
$85.4K 0.03%
1,050
– –
CG icon
137
Carlyle Group
CG
$17.4B
$81.7K 0.03%
1,382
– –
BA icon
138
Boeing
BA
$184B
$75.1K 0.02%
346
– –
XLI icon
139
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$73.7K 0.02%
475
– –
QQQ icon
140
Invesco QQQ Trust
QQQ
$478B
$62K 0.02%
101
– –
KO icon
141
Coca-Cola
KO
$372B
$54.9K 0.02%
785
+8
+1% +$558
SOLS
142
Solstice Advanced Materials
SOLS
$9.71B
$53.6K 0.02%
+1,104
New +$52K
LXP icon
143
LXP Industrial Trust
LXP
$3.58B
$52.8K 0.02%
1,065
+12
+1% +$575
MGA icon
144
Magna International
MGA
$18.8B
$52.7K 0.02%
989
+8
+0.8% +$391
CVX icon
145
Chevron
CVX
$386B
$50.3K 0.02%
330
– –
XLY icon
146
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$41.8K 0.01%
350
– –
COP icon
147
ConocoPhillips
COP
$151B
$40.9K 0.01%
437
– –
TRI icon
148
Thomson Reuters
TRI
$45.4B
$40.3K 0.01%
300
-31
-9% -$4.49K
GLD icon
149
SPDR Gold Trust
GLD
$143B
$38.8K 0.01%
98
– –
DIS icon
150
Walt Disney
DIS
$179B
$35K 0.01%
308
– –
4 5
6
7 8

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ACA
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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 2025 Portfolio in Review

As of Q4 2025, Gold Investment Management held 205 positions worth $313M, up 5.3% from $298M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.5%. Gold Investment Management opened 2 new positions and exited 1, leaving the 205-position portfolio largely intact.

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 Q4 2025 buy was Crown Holdings: 12,119 shares worth $1.25M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $699K increase.
  • Gold Investment Management's biggest Q4 2025 reduction was Oracle, cutting an estimated $912K.
  • Gold Investment Management fully exited TELUS International in Q4 2025, selling an estimated $1.78K.
  • Gold Investment Management's ten largest holdings make up 29% of its $313M portfolio in Q4 2025.
  • Gold Investment Management opened 2 new positions and closed 1 in Q4 2025.
  • Gold Investment Management's portfolio value rose 5.3% quarter-over-quarter to $313M.

Based on Gold Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.