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
+13.17%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$29M
Cap. Flow
+$1.69M
Cap. Flow %
0.63%
Top 10 Hldgs %
27.04%
Holding
217
New
1
Increased
86
Reduced
32
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.33M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$964K
3
TM icon
Toyota
TM
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.92M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.77M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.05M

Sector Composition

Rank Sector Weight
1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILD icon
151
Gilead Sciences
GILD
$165B
$31.3K 0.01%
280
– –
GLD icon
152
SPDR Gold Trust
GLD
$143B
$30.1K 0.01%
98
– –
AMT icon
153
American Tower
AMT
$78.8B
$29.4K 0.01%
131
– –
EMA
154
Emera Inc
EMA
$15.6B
$26.3K 0.01%
+575
New +$25.8K
GE icon
155
GE Aerospace
GE
$380B
$24.9K 0.01%
100
– –
ETN icon
156
Eaton
ETN
$173B
$20.9K 0.01%
59
– –
USB icon
157
US Bancorp
USB
$100B
$20.9K 0.01%
450
– –
MKC icon
158
McCormick & Company Non-Voting
MKC
$14.3B
$19.3K 0.01%
250
– –
UDR icon
159
UDR
UDR
$12.1B
$18.2K 0.01%
445
– –
EQR icon
160
Equity Residential
EQR
$24.7B
$17K 0.01%
252
– –
VCSH icon
161
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$16K 0.01%
202
– –
TJX icon
162
TJX Companies
TJX
$175B
$14.1K 0.01%
113
– –
TTE icon
163
TotalEnergies
TTE
$195B
$12.4K ﹤0.01%
200
– –
BIPC icon
164
Brookfield Infrastructure
BIPC
$4.71B
$12.2K ﹤0.01%
294
+36
+14% +$1.39K
AXP icon
165
American Express
AXP
$229B
$10.6K ﹤0.01%
33
– –
BNY
166
Bank of New York Mellon
BNY
$108B
$9.06K ﹤0.01%
100
– –
PLD icon
167
Prologis
PLD
$132B
$8.74K ﹤0.01%
82
– –
CRM icon
168
Salesforce
CRM
$162B
$8.43K ﹤0.01%
31
– –
BSX icon
169
Boston Scientific
BSX
$73.1B
$7.86K ﹤0.01%
75
– –
SPG icon
170
Simon Property Group
SPG
$71.5B
$7.39K ﹤0.01%
45
– –
BP icon
171
BP
BP
$110B
$7.26K ﹤0.01%
238
+4
+2% +$117
NVO
172
Novo Nordisk
NVO
$209B
$6.98K ﹤0.01%
100
– –
XLP icon
173
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$6.88K ﹤0.01%
84
– –
ADBE icon
174
Adobe
ADBE
$109B
$6.67K ﹤0.01%
17
– –
ITW icon
175
Illinois Tool Works
ITW
$83.9B
$6.13K ﹤0.01%
24
– –
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 Q2 2025 Portfolio in Review

As of Q2 2025, Gold Investment Management held 217 positions worth $266M, up 12% from $237M the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Gold Investment Management's Q2 2025 filing shows 1 new, 86 increased, 32 reduced and 14 closed positions. Its largest new stake was Emera Inc: 575 shares worth $26.3K. The largest sale was Invesco QQQ Trust, an estimated $1.92M.

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 Q2 2025 buy was Emera Inc: 575 shares worth $26.3K.
  • Gold Investment Management added most to Tesla in Q2 2025, an estimated $2.33M increase.
  • Gold Investment Management's biggest Q2 2025 reduction was Invesco QQQ Trust, cutting an estimated $1.92M.
  • Gold Investment Management fully exited State Street SPDR EURO STOXX 50 ETF in Q2 2025, selling an estimated $1.15M.
  • Gold Investment Management's ten largest holdings make up 27% of its $266M portfolio in Q2 2025.
  • Gold Investment Management opened 1 new position and closed 14 in Q2 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $266M.

Based on Gold Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.