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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
BSX icon
176
Boston Scientific
BSX
$74.2B
$6.7K ﹤0.01%
75
– –
XLP icon
177
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$6.6K ﹤0.01%
84
– –
VIG icon
178
Vanguard Dividend Appreciation ETF
VIG
$114B
$6.46K ﹤0.01%
+33
New +$6.59K
DEO icon
179
Diageo
DEO
$52.8B
$6.1K ﹤0.01%
48
– –
ITW icon
180
Illinois Tool Works
ITW
$83.5B
$6.08K ﹤0.01%
24
– –
XLRE icon
181
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$5.9K ﹤0.01%
145
– –
SGOV icon
182
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$5.52K ﹤0.01%
55
+1
+2% +$100
CMI icon
183
Cummins
CMI
$87.1B
$5.23K ﹤0.01%
15
– –
SOBO
184
South Bow Corp
SOBO
$7.57B
$5.14K ﹤0.01%
+218
New +$5.34K
XLC icon
185
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$4.84K ﹤0.01%
50
– –
VET icon
186
Vermilion Energy
VET
$1.73B
$4.71K ﹤0.01%
+500
New +$4.87K
TWLO icon
187
Twilio
TWLO
$39.3B
$4.32K ﹤0.01%
40
– –
UNH icon
188
UnitedHealth
UNH
$365B
$4.05K ﹤0.01%
8
– –
STKL
189
DELISTED
SunOpta
STKL
$3.86K ﹤0.01%
+500
New +$3.54K
QCOM icon
190
Qualcomm
QCOM
$171B
$3.84K ﹤0.01%
25
– –
EXR icon
191
Extra Space Storage
EXR
$31B
$3.59K ﹤0.01%
24
– –
MOS icon
192
The Mosaic Company
MOS
$7.34B
$3.59K ﹤0.01%
146
– –
DD icon
193
DuPont de Nemours
DD
$19.5B
$3.2K ﹤0.01%
33
– –
QSR icon
194
Restaurant Brands International
QSR
$25.6B
$3.19K ﹤0.01%
49
– –
EMR icon
195
Emerson Electric
EMR
$91.7B
$3.1K ﹤0.01%
25
– –
SHLD icon
196
Global X Defense Tech ETF
SHLD
$7.67B
$2.69K ﹤0.01%
72
– –
PGR icon
197
Progressive
PGR
$123B
$2.4K ﹤0.01%
10
– –
CTVA icon
198
Corteva
CTVA
$50.9B
$2.39K ﹤0.01%
42
– –
F icon
199
Ford
F
$55.7B
$2.33K ﹤0.01%
235
+3
+1% +$32
MCK icon
200
McKesson
MCK
$105B
$2.28K ﹤0.01%
4
– –
5 6 7
8
9

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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.