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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
-1.53%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$461K
Cap. Flow
+$6.48M
Cap. Flow %
2.74%
Top 10 Hldgs %
25.06%
Holding
218
New
3
Increased
90
Reduced
35
Closed
2

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.06M
2
BCE icon
BCE
BCE
+$965K
3
BIP icon
Brookfield Infrastructure Partners
BIP
+$440K
4
NVDA icon
NVIDIA
NVDA
+$381K
5
BN icon
Brookfield
BN
+$377K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.62M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.12M
3
TSM icon
TSMC
TSM
+$566K
4
TSLA icon
Tesla
TSLA
+$550K
5
AAPL icon
Apple
AAPL
+$201K

Sector Composition

Rank Sector Weight
1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
151
Gilead Sciences
GILD
$166B
$31.4K 0.01%
280
– –
DIS icon
152
Walt Disney
DIS
$178B
$30.4K 0.01%
308
– –
AMT icon
153
American Tower
AMT
$78.9B
$28.5K 0.01%
131
– –
GLD icon
154
SPDR Gold Trust
GLD
$144B
$28.2K 0.01%
98
– –
LYB icon
155
LyondellBasell Industries
LYB
$20.5B
$21K 0.01%
298
– –
NKE icon
156
Nike
NKE
$61B
$20.9K 0.01%
330
– –
MKC icon
157
McCormick & Company Non-Voting
MKC
$14.1B
$20.6K 0.01%
250
– –
UDR icon
158
UDR
UDR
$12B
$20.1K 0.01%
445
– –
GE icon
159
GE Aerospace
GE
$383B
$20K 0.01%
100
– –
USB icon
160
US Bancorp
USB
$100B
$19K 0.01%
450
– –
EQR icon
161
Equity Residential
EQR
$24.4B
$18K 0.01%
252
– –
ETN icon
162
Eaton
ETN
$183B
$16K 0.01%
59
– –
VCSH icon
163
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$15.9K 0.01%
202
-132
-40% -$10.3K
TJX icon
164
TJX Companies
TJX
$170B
$13.8K 0.01%
113
– –
TTE icon
165
TotalEnergies
TTE
$193B
$12.9K 0.01%
200
– –
HUM icon
166
Humana
HUM
$45B
$11.9K 0.01%
+45
New +$12.2K
NEE icon
167
NextEra Energy
NEE
$179B
$9.43K ﹤0.01%
133
+120
+923% +$8.47K
UNH icon
168
UnitedHealth
UNH
$362B
$9.43K ﹤0.01%
18
+10
+125% +$5.11K
BIPC icon
169
Brookfield Infrastructure
BIPC
$4.97B
$9.32K ﹤0.01%
258
– –
PLD icon
170
Prologis
PLD
$133B
$9.17K ﹤0.01%
82
– –
AXP icon
171
American Express
AXP
$229B
$8.88K ﹤0.01%
33
– –
BNY
172
Bank of New York Mellon
BNY
$110B
$8.39K ﹤0.01%
100
– –
CRM icon
173
Salesforce
CRM
$161B
$8.32K ﹤0.01%
31
– –
BP icon
174
BP
BP
$110B
$7.91K ﹤0.01%
234
– –
BSX icon
175
Boston Scientific
BSX
$72.7B
$7.57K ﹤0.01%
75
– –
5 6
7
8 9

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 Q1 2025 Portfolio in Review

As of Q1 2025, Gold Investment Management held 218 positions worth $237M, down 0.19% from $237M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.3%. Gold Investment Management opened 3 new positions and exited 2, leaving the 218-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 28% a quarter earlier, followed by Industrials and Technology.

  • Gold Investment Management's largest Q1 2025 buy was iShares Bitcoin Trust: 1,864 shares worth $87.3K.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q1 2025, an estimated $1.06M increase.
  • Gold Investment Management's biggest Q1 2025 reduction was Microsoft, cutting an estimated $1.62M.
  • Gold Investment Management fully exited Global X Defense Tech ETF in Q1 2025, selling an estimated $2.69K.
  • Gold Investment Management's ten largest holdings make up 25% of its $237M portfolio in Q1 2025.
  • Gold Investment Management opened 3 new positions and closed 2 in Q1 2025.
  • Gold Investment Management's portfolio value fell 0.19% quarter-over-quarter to $237M.

Based on Gold Investment Management's 13F filing for Q1 2025, filed 24 Apr 2025.