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
+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
GILD icon
151
Gilead Sciences
GILD
$168B
$34.4K 0.01%
280
– –
CME icon
152
CME Group
CME
$93.2B
$34.1K 0.01%
125
– –
GE icon
153
GE Aerospace
GE
$382B
$30.8K 0.01%
100
– –
CMCSA icon
154
Comcast
CMCSA
$91B
$29.8K 0.01%
996
– –
AVB icon
155
AvalonBay Communities
AVB
$26B
$28.5K 0.01%
157
-21
-12% -$3.81K
EMA
156
Emera Inc
EMA
$15.7B
$28.3K 0.01%
575
– –
USB icon
157
US Bancorp
USB
$100B
$24K 0.01%
450
– –
AMT icon
158
American Tower
AMT
$79B
$23K 0.01%
131
– –
BIPC icon
159
Brookfield Infrastructure
BIPC
$4.92B
$20K 0.01%
441
+119
+37% +$5.39K
ETN icon
160
Eaton
ETN
$178B
$18.8K 0.01%
59
– –
TJX icon
161
TJX Companies
TJX
$172B
$17.4K 0.01%
113
– –
MKC icon
162
McCormick & Company Non-Voting
MKC
$14.2B
$17K 0.01%
250
– –
VCSH icon
163
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$16.1K 0.01%
202
– –
TTE icon
164
TotalEnergies
TTE
$195B
$13.1K ﹤0.01%
200
– –
UDR icon
165
UDR
UDR
$12B
$12.8K ﹤0.01%
349
-96
-22% -$3.41K
EQR icon
166
Equity Residential
EQR
$24.4B
$12.4K ﹤0.01%
197
-55
-22% -$3.37K
AXP icon
167
American Express
AXP
$230B
$12.2K ﹤0.01%
33
– –
BNY
168
Bank of New York Mellon
BNY
$109B
$11.6K ﹤0.01%
100
– –
PLD icon
169
Prologis
PLD
$133B
$10.5K ﹤0.01%
82
– –
BP icon
170
BP
BP
$111B
$8.4K ﹤0.01%
242
+2
+0.8% +$70
SPG icon
171
Simon Property Group
SPG
$71.2B
$8.33K ﹤0.01%
45
– –
CRM icon
172
Salesforce
CRM
$162B
$8.21K ﹤0.01%
31
– –
CMI icon
173
Cummins
CMI
$87.1B
$7.66K ﹤0.01%
15
– –
BSX icon
174
Boston Scientific
BSX
$74.2B
$7.15K ﹤0.01%
75
– –
VET icon
175
Vermilion Energy
VET
$1.73B
$6.66K ﹤0.01%
800
– –
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 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.