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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
-1.01%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$1.75M
Cap. Flow
+$5.15M
Cap. Flow %
2.17%
Top 10 Hldgs %
26.47%
Holding
215
New
7
Increased
73
Reduced
27
Closed
–

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.59M
2
TSLA icon
Tesla
TSLA
+$1.99M
3
ASML icon
ASML
ASML
+$240K
4
TM icon
Toyota
TM
+$211K
5
BNS icon
Scotiabank
BNS
+$145K

Top Sells

Rank Stock Value
1
BCE icon
BCE
BCE
+$487K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$367K
3
WMT icon
Walmart Inc
WMT
+$202K
4
MSFT icon
Microsoft
MSFT
+$197K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$168K

Sector Composition

Rank Sector Weight
1 Financials 28.19%
2 Technology 13.55%
3 Industrials 13.42%
4 Healthcare 6.38%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NKE icon
151
Nike
NKE
$61.3B
$25K 0.01%
330
– –
AMT icon
152
American Tower
AMT
$79B
$24K 0.01%
131
– –
GLD icon
153
SPDR Gold Trust
GLD
$143B
$23.7K 0.01%
98
– –
BA icon
154
Boeing
BA
$184B
$23K 0.01%
130
– –
LYB icon
155
LyondellBasell Industries
LYB
$20.7B
$22.1K 0.01%
298
– –
USB icon
156
US Bancorp
USB
$100B
$21.5K 0.01%
450
– –
ETN icon
157
Eaton
ETN
$178B
$19.6K 0.01%
59
– –
UDR icon
158
UDR
UDR
$12B
$19.3K 0.01%
445
– –
MKC icon
159
McCormick & Company Non-Voting
MKC
$14.2B
$19.1K 0.01%
250
– –
EQR icon
160
Equity Residential
EQR
$24.4B
$18.1K 0.01%
252
– –
GE icon
161
GE Aerospace
GE
$382B
$16.7K 0.01%
100
– –
VT icon
162
Vanguard Total World Stock ETF
VT
$81.1B
$14.8K 0.01%
126
-11
-8% -$1.32K
TJX icon
163
TJX Companies
TJX
$172B
$13.7K 0.01%
113
– –
KO icon
164
Coca-Cola
KO
$372B
$11.3K ﹤0.01%
182
– –
TTE icon
165
TotalEnergies
TTE
$195B
$10.9K ﹤0.01%
200
– –
CRM icon
166
Salesforce
CRM
$162B
$10.4K ﹤0.01%
31
– –
BIPC icon
167
Brookfield Infrastructure
BIPC
$4.92B
$10.3K ﹤0.01%
+258
New +$10.9K
AXP icon
168
American Express
AXP
$230B
$9.79K ﹤0.01%
33
– –
PLD icon
169
Prologis
PLD
$133B
$8.67K ﹤0.01%
82
– –
NVO
170
Novo Nordisk
NVO
$207B
$8.6K ﹤0.01%
100
– –
CLX icon
171
Clorox
CLX
$13.1B
$8.12K ﹤0.01%
50
– –
SPG icon
172
Simon Property Group
SPG
$71.2B
$7.75K ﹤0.01%
45
– –
BNY
173
Bank of New York Mellon
BNY
$109B
$7.68K ﹤0.01%
100
– –
ADBE icon
174
Adobe
ADBE
$105B
$7.56K ﹤0.01%
17
– –
BP icon
175
BP
BP
$111B
$6.92K ﹤0.01%
234
+2
+0.9% +$60
5 6
7
8 9

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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 Q4 2024 Portfolio in Review

As of Q4 2024, Gold Investment Management held 215 positions worth $237M, down 0.73% from $239M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 3.3%. Gold Investment Management opened 7 new positions and made no exits, leaving the 215-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 28% of assets, up from 27% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q4 2024 buy was Vanguard Total International Stock ETF: 41,731 shares worth $2.46M.
  • Gold Investment Management added most to Tesla in Q4 2024, an estimated $1.99M increase.
  • Gold Investment Management's biggest Q4 2024 reduction was BCE, cutting an estimated $487K.
  • Gold Investment Management's ten largest holdings make up 26% of its $237M portfolio in Q4 2024.
  • Gold Investment Management opened 7 new positions and closed 0 in Q4 2024.
  • Gold Investment Management's portfolio value fell 0.73% quarter-over-quarter to $237M.

Based on Gold Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.