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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
+10.29%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$298M
AUM Growth
+$32M
Cap. Flow
+$7.46M
Cap. Flow %
2.51%
Top 10 Hldgs %
28.48%
Holding
203
New
–
Increased
81
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.29M
2
GD icon
General Dynamics
GD
+$1.43M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$262K
4
CNI icon
Canadian National Railway
CNI
+$239K
5
BCE icon
BCE
BCE
+$193K

Top Sells

Rank Stock Value
1
MAA icon
Mid-America Apartment Communities
MAA
+$44.1K
2
VTR icon
Ventas
VTR
+$34.5K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$32K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$29.3K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$22.7K

Sector Composition

Rank Sector Weight
1 Financials 29.28%
2 Technology 15.65%
3 Industrials 13.1%
4 Consumer Discretionary 6.13%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOBO
176
South Bow Corp
SOBO
$7.57B
$6.14K ﹤0.01%
217
– –
XLRE icon
177
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$6.11K ﹤0.01%
145
– –
ADBE icon
178
Adobe
ADBE
$105B
$6K ﹤0.01%
17
– –
XLC icon
179
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$5.92K ﹤0.01%
50
– –
SGOV icon
180
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$5.84K ﹤0.01%
58
– –
NVO
181
Novo Nordisk
NVO
$207B
$5.55K ﹤0.01%
100
– –
MOS icon
182
The Mosaic Company
MOS
$7.34B
$5.06K ﹤0.01%
146
– –
DEO icon
183
Diageo
DEO
$52.8B
$4.39K ﹤0.01%
46
– –
QCOM icon
184
Qualcomm
QCOM
$171B
$4.16K ﹤0.01%
25
– –
EXR icon
185
Extra Space Storage
EXR
$31B
$3.38K ﹤0.01%
24
– –
EMR icon
186
Emerson Electric
EMR
$91.7B
$3.28K ﹤0.01%
25
– –
QSR icon
187
Restaurant Brands International
QSR
$25.6B
$3.14K ﹤0.01%
49
– –
MCK icon
188
McKesson
MCK
$105B
$3.09K ﹤0.01%
4
– –
VT icon
189
Vanguard Total World Stock ETF
VT
$81.1B
$2.76K ﹤0.01%
20
– –
PGR icon
190
Progressive
PGR
$123B
$2.47K ﹤0.01%
10
– –
TIXT
191
DELISTED
TELUS International
TIXT
$1.78K ﹤0.01%
400
– –
AZN icon
192
AstraZeneca
AZN
$246B
$1.53K ﹤0.01%
10
– –
UL icon
193
Unilever
UL
$134B
$1.48K ﹤0.01%
22
– –
GIB icon
194
CGI
GIB
$15.5B
$1.43K ﹤0.01%
16
– –
SNY icon
195
Sanofi
SNY
$104B
$1.42K ﹤0.01%
30
– –
NVS icon
196
Novartis
NVS
$294B
$1.28K ﹤0.01%
10
– –
VIG icon
197
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.08K ﹤0.01%
5
– –
NEE icon
198
NextEra Energy
NEE
$179B
$981 ﹤0.01%
13
– –
RIO icon
199
Rio Tinto
RIO
$164B
$792 ﹤0.01%
12
– –
FCX icon
200
Freeport-McMoran
FCX
$96.4B
$706 ﹤0.01%
18
– –
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 Q3 2025 Portfolio in Review

As of Q3 2025, Gold Investment Management held 203 positions worth $298M, up 12% from $266M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Gold Investment Management opened no new positions and made no exits, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management added most to Tesla in Q3 2025, an estimated $2.29M increase.
  • Gold Investment Management's biggest Q3 2025 reduction was Mid-America Apartment Communities, cutting an estimated $44.1K.
  • Gold Investment Management's ten largest holdings make up 28% of its $298M portfolio in Q3 2025.
  • Gold Investment Management opened 0 new positions and closed 0 in Q3 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $298M.

Based on Gold Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.