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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
GIB icon
201
CGI
GIB
$15.5B
$1.75K ﹤0.01%
16
– –
VNQI icon
202
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$1.7K ﹤0.01%
43
+3
+8% +$130
DOW icon
203
Dow Inc
DOW
$22.6B
$1.69K ﹤0.01%
42
– –
TIXT
204
DELISTED
TELUS International
TIXT
$1.57K ﹤0.01%
400
– –
TAC icon
205
TransAlta
TAC
$3.95B
$1.5K ﹤0.01%
+106
New +$1.21K
SNY icon
206
Sanofi
SNY
$104B
$1.45K ﹤0.01%
30
– –
UL icon
207
Unilever
UL
$134B
$1.42K ﹤0.01%
22
– –
AZN icon
208
AstraZeneca
AZN
$246B
$1.31K ﹤0.01%
10
– –
VIS icon
209
Vanguard Industrials ETF
VIS
$8.49B
$1.02K ﹤0.01%
4
– –
NVS icon
210
Novartis
NVS
$294B
$973 ﹤0.01%
10
– –
SMH icon
211
VanEck Semiconductor ETF
SMH
$70.6B
$969 ﹤0.01%
4
– –
NEE icon
212
NextEra Energy
NEE
$179B
$932 ﹤0.01%
13
– –
RIO icon
213
Rio Tinto
RIO
$164B
$706 ﹤0.01%
12
– –
FCX icon
214
Freeport-McMoran
FCX
$96.4B
$685 ﹤0.01%
18
– –
INTC icon
215
Intel
INTC
$493B
$160 ﹤0.01%
8
– –
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
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
V
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OCMH
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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.