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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
+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
XLRE icon
176
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.5B
$6.05K ﹤0.01%
145
– –
VET icon
177
Vermilion Energy
VET
$1.74B
$5.84K ﹤0.01%
800
– –
SGOV icon
178
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$5.82K ﹤0.01%
58
+1
+2% +$101
SOBO
179
South Bow Corp
SOBO
$7.57B
$5.63K ﹤0.01%
217
-1
-0.5% -$25
XLC icon
180
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$5.39K ﹤0.01%
50
– –
MOS icon
181
The Mosaic Company
MOS
$7.38B
$5.37K ﹤0.01%
146
– –
CMI icon
182
Cummins
CMI
$87.8B
$4.94K ﹤0.01%
15
– –
DEO icon
183
Diageo
DEO
$53B
$4.78K ﹤0.01%
46
– –
QCOM icon
184
Qualcomm
QCOM
$171B
$3.98K ﹤0.01%
25
– –
EXR icon
185
Extra Space Storage
EXR
$30.9B
$3.61K ﹤0.01%
24
– –
EMR icon
186
Emerson Electric
EMR
$90.4B
$3.39K ﹤0.01%
25
– –
QSR icon
187
Restaurant Brands International
QSR
$25.5B
$3.31K ﹤0.01%
49
– –
MCK icon
188
McKesson
MCK
$105B
$2.91K ﹤0.01%
4
– –
PGR icon
189
Progressive
PGR
$124B
$2.64K ﹤0.01%
10
– –
VT icon
190
Vanguard Total World Stock ETF
VT
$81.3B
$2.57K ﹤0.01%
20
– –
GIB icon
191
CGI
GIB
$15.6B
$1.68K ﹤0.01%
16
– –
UL icon
192
Unilever
UL
$134B
$1.54K ﹤0.01%
22
– –
SNY icon
193
Sanofi
SNY
$104B
$1.47K ﹤0.01%
30
– –
TIXT
194
DELISTED
TELUS International
TIXT
$1.45K ﹤0.01%
400
– –
AZN icon
195
AstraZeneca
AZN
$249B
$1.43K ﹤0.01%
10
– –
NVS icon
196
Novartis
NVS
$295B
$1.23K ﹤0.01%
10
– –
VIG icon
197
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.03K ﹤0.01%
5
– –
NEE icon
198
NextEra Energy
NEE
$178B
$950 ﹤0.01%
13
-120
-90% -$8.34K
FCX icon
199
Freeport-McMoran
FCX
$96.2B
$793 ﹤0.01%
18
– –
RIO icon
200
Rio Tinto
RIO
$165B
$700 ﹤0.01%
12
– –
5 6 7
8
9

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MB
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MI
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CCM
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WCM
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MHP
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V
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OCMH
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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.