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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
SOBO
176
South Bow Corp
SOBO
$8.03B
$5.85K ﹤0.01%
176
– –
CRM icon
177
Salesforce
CRM
$134B
$5.79K ﹤0.01%
31
– –
XLC icon
178
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$5.54K ﹤0.01%
50
– –
ADBE icon
179
Adobe
ADBE
$89.5B
$4.13K ﹤0.01%
17
– –
MOS icon
180
The Mosaic Company
MOS
$7.09B
$3.72K ﹤0.01%
146
– –
NVO
181
Novo Nordisk
NVO
$216B
$3.67K ﹤0.01%
100
– –
QSR icon
182
Restaurant Brands International
QSR
$25.1B
$3.62K ﹤0.01%
49
– –
MCK icon
183
McKesson
MCK
$98.5B
$3.46K ﹤0.01%
4
– –
DEO icon
184
Diageo
DEO
$46.2B
$3.42K ﹤0.01%
46
– –
EMR icon
185
Emerson Electric
EMR
$82.9B
$3.28K ﹤0.01%
25
– –
QCOM icon
186
Qualcomm
QCOM
$176B
$3.22K ﹤0.01%
25
– –
EXR icon
187
Extra Space Storage
EXR
$31.2B
$3.15K ﹤0.01%
24
– –
VT icon
188
Vanguard Total World Stock ETF
VT
$76.3B
$2.77K ﹤0.01%
20
– –
PGR icon
189
Progressive
PGR
$124B
$1.98K ﹤0.01%
10
– –
AZN icon
190
AstraZeneca
AZN
$263B
$1.97K ﹤0.01%
10
– –
NVS icon
191
Novartis
NVS
$295B
$1.53K ﹤0.01%
10
– –
SNY icon
192
Sanofi
SNY
$104B
$1.45K ﹤0.01%
30
– –
NEE icon
193
NextEra Energy
NEE
$187B
$1.21K ﹤0.01%
13
– –
UL icon
194
Unilever
UL
$131B
$1.2K ﹤0.01%
21
– –
GIB icon
195
CGI
GIB
$13.9B
$1.17K ﹤0.01%
16
– –
RIO icon
196
Rio Tinto
RIO
$148B
$1.12K ﹤0.01%
12
– –
VIG icon
197
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.07K ﹤0.01%
5
– –
FCX icon
198
Freeport-McMoran
FCX
$90B
$1.06K ﹤0.01%
18
– –
SMH icon
199
VanEck Semiconductor ETF
SMH
$67.6B
$767 ﹤0.01%
2
– –
VIS icon
200
Vanguard Industrials ETF
VIS
$8.23B
$624 ﹤0.01%
2
– –
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.