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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
+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
XLP icon
176
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$6.53K ﹤0.01%
84
– –
ADBE icon
177
Adobe
ADBE
$105B
$5.95K ﹤0.01%
17
– –
ITW icon
178
Illinois Tool Works
ITW
$83.5B
$5.91K ﹤0.01%
24
– –
XLC icon
179
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$5.89K ﹤0.01%
50
– –
XLRE icon
180
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$5.85K ﹤0.01%
145
– –
SGOV icon
181
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$5.82K ﹤0.01%
58
– –
NVO
182
Novo Nordisk
NVO
$207B
$5.09K ﹤0.01%
100
– –
SOBO
183
South Bow Corp
SOBO
$7.57B
$4.84K ﹤0.01%
176
-41
-19% -$1.11K
QCOM icon
184
Qualcomm
QCOM
$171B
$4.28K ﹤0.01%
25
– –
DEO icon
185
Diageo
DEO
$52.8B
$3.97K ﹤0.01%
46
– –
MOS icon
186
The Mosaic Company
MOS
$7.34B
$3.52K ﹤0.01%
146
– –
QSR icon
187
Restaurant Brands International
QSR
$25.6B
$3.34K ﹤0.01%
49
– –
EMR icon
188
Emerson Electric
EMR
$91.7B
$3.32K ﹤0.01%
25
– –
MCK icon
189
McKesson
MCK
$105B
$3.28K ﹤0.01%
4
– –
EXR icon
190
Extra Space Storage
EXR
$31B
$3.13K ﹤0.01%
24
– –
VT icon
191
Vanguard Total World Stock ETF
VT
$81.1B
$2.82K ﹤0.01%
20
– –
PGR icon
192
Progressive
PGR
$123B
$2.28K ﹤0.01%
10
– –
AZN icon
193
AstraZeneca
AZN
$246B
$1.84K ﹤0.01%
10
– –
GIB icon
194
CGI
GIB
$15.5B
$1.48K ﹤0.01%
16
– –
SNY icon
195
Sanofi
SNY
$104B
$1.45K ﹤0.01%
30
– –
NVS icon
196
Novartis
NVS
$294B
$1.38K ﹤0.01%
10
– –
UL icon
197
Unilever
UL
$134B
$1.37K ﹤0.01%
21
-1
-5% -$67
VIG icon
198
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.1K ﹤0.01%
5
– –
NEE icon
199
NextEra Energy
NEE
$179B
$1.04K ﹤0.01%
13
– –
RIO icon
200
Rio Tinto
RIO
$164B
$960 ﹤0.01%
12
– –
5 6 7
8
9

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MB
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MI
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CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
WCM
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MHP
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V
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OCMH
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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.