We are live on ! Find out more
GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
1 Year Est. Return
+38.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$9.65M
Cap. Flow
+$2.05M
Cap. Flow %
0.64%
Top 10 Hldgs %
28.47%
Holding
205
New
1
Increased
88
Reduced
6
Closed
4

Top Buys

Rank Stock Value
1
BBUC
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
+$1.63M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$598K
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$261K
4
BCE icon
BCE
BCE
+$220K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$174K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.14M
2
BBU
Brookfield Business Partners
BBU
+$1.6M
3
NVDA icon
NVIDIA
NVDA
+$459K
4
SLV icon
iShares Silver Trust
SLV
+$150K
5
SOLS
Solstice Advanced Materials
SOLS
+$53.6K

Sector Composition

Rank Sector Weight
1 Financials 27.94%
2 Technology 15.57%
3 Industrials 13.38%
4 Energy 7.81%
5 Healthcare 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
151
Comcast
CMCSA
$79.1B
$28.6K 0.01%
996
– –
GE icon
152
GE Aerospace
GE
$367B
$28.4K 0.01%
100
– –
TRI icon
153
Thomson Reuters
TRI
$39.4B
$27.6K 0.01%
301
+1
+0.3% +$105
GLD icon
154
SPDR Gold Trust
GLD
$131B
$25.8K 0.01%
60
-38
-39% -$17K
AVB icon
155
AvalonBay Communities
AVB
$27.1B
$25.6K 0.01%
157
– –
USB icon
156
US Bancorp
USB
$99.6B
$23.4K 0.01%
450
– –
AMT icon
157
American Tower
AMT
$77.7B
$22.6K 0.01%
131
– –
ETN icon
158
Eaton
ETN
$157B
$21.1K 0.01%
59
– –
BIPC icon
159
Brookfield Infrastructure
BIPC
$5.11B
$18.9K 0.01%
478
+37
+8% +$1.7K
TTE icon
160
TotalEnergies
TTE
$193B
$18.2K 0.01%
200
– –
TJX icon
161
TJX Companies
TJX
$170B
$18K 0.01%
113
– –
MKC icon
162
McCormick & Company Non-Voting
MKC
$13.4B
$12.6K ﹤0.01%
250
– –
BNY
163
Bank of New York Mellon
BNY
$108B
$11.9K ﹤0.01%
100
– –
UDR icon
164
UDR
UDR
$12.9B
$11.8K ﹤0.01%
349
– –
EQR icon
165
Equity Residential
EQR
$25.4B
$11.7K ﹤0.01%
197
– –
BP icon
166
BP
BP
$113B
$11.4K ﹤0.01%
242
– –
VET icon
167
Vermilion Energy
VET
$1.73B
$11K ﹤0.01%
800
– –
PLD icon
168
Prologis
PLD
$138B
$10.8K ﹤0.01%
82
– –
AXP icon
169
American Express
AXP
$223B
$9.98K ﹤0.01%
33
– –
SPG icon
170
Simon Property Group
SPG
$74.5B
$8.39K ﹤0.01%
45
– –
CMI icon
171
Cummins
CMI
$91.7B
$8.07K ﹤0.01%
15
– –
XLP icon
172
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$6.88K ﹤0.01%
84
– –
ITW icon
173
Illinois Tool Works
ITW
$81.4B
$6.25K ﹤0.01%
24
– –
SGOV icon
174
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$5.94K ﹤0.01%
59
+1
+2% +$101
XLRE icon
175
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.69B
$5.92K ﹤0.01%
145
– –
5 6
7
8 9

Similar funds

TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
CRI
Commonwealth Retirement Investments Richmond, Virginia $323M AUM 24.17% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $323M AUM 14.23% 1-Year Est. Return
BCP
Bayberry Capital Partners New York $323M AUM 27.31% 1-Year Est. Return
UOC
University of Chicago Chicago, Illinois $323M AUM 14.1% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return
AIA
AIMZ Investment Advisors Los Altos, California $324M AUM 18.77% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Gold Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Gold Investment Management held 205 positions worth $323M, up 3.1% from $313M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 2.4%. Gold Investment Management opened 1 new position and exited 4, leaving the 205-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 28% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q1 2026 buy was Brookfield Business Corp Class A Subordinate Voting Shares: 47,431 shares worth $1.49M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $598K increase.
  • Gold Investment Management's biggest Q1 2026 reduction was Tesla, cutting an estimated $2.14M.
  • Gold Investment Management fully exited Brookfield Business Partners in Q1 2026, selling an estimated $1.6M.
  • Gold Investment Management's ten largest holdings make up 28% of its $323M portfolio in Q1 2026.
  • Gold Investment Management opened 1 new position and closed 4 in Q1 2026.
  • Gold Investment Management's portfolio value rose 3.1% quarter-over-quarter to $323M.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.