We are live on
!
Find out more
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
(+12%)
Cap. Flow
+$1.69M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
27.04%
Holding
217
New
1
Increased
86
Reduced
32
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$2.33M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$964K |
| 3 |
Toyota
TM
|
+$594K |
| 4 |
TSMC
TSM
|
+$550K |
| 5 |
Applied Materials
AMAT
|
+$486K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.92M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.77M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$1.42M |
| 4 |
State Street SPDR EURO STOXX 50 ETF
FEZ
|
+$1.15M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Vanguard Industrials ETF
VIS
$8.5B
| $561 | ﹤0.01% |
2
| – | – |
|
202
VanEck Semiconductor ETF
SMH
$70.3B
| $552 | ﹤0.01% |
2
| – | – |
|
203
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
| $371 | ﹤0.01% |
8
| – | – |
|
204
Clorox
CLX
$13B
| – | – |
-50
| Closed | -$7.36K |
|
205
Corteva
CTVA
$50.9B
| – | – |
-42
| Closed | -$2.64K |
|
206
DuPont de Nemours
DD
$19.4B
| – | – |
-33
| Closed | -$3.14K |
|
207
Dow Inc
DOW
$22.4B
| – | – |
-42
| Closed | -$1.47K |
|
208
Ford
F
$56B
| – | – |
-241
| Closed | -$2.42K |
|
|
209
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
| – | – |
-21,073
| Closed | -$1.15M |
|
210
Gildan
GIL
$10.7B
| – | – |
-145
| Closed | -$6.41K |
|
211
Humana
HUM
$45.1B
| – | – |
-45
| Closed | -$11.9K |
|
212
LyondellBasell Industries
LYB
$20.6B
| – | – |
-298
| Closed | -$21K |
|
213
Nike
NKE
$60.6B
| – | – |
-330
| Closed | -$20.9K |
|
|
STKL
214
DELISTED
SunOpta
STKL
| – | – |
-500
| Closed | -$2.43K |
|
215
TransAlta
TAC
$3.94B
| – | – |
-106
| Closed | -$990 |
|
216
Twilio
TWLO
$39.2B
| – | – |
-38
| Closed | -$3.72K |
|
217
UnitedHealth
UNH
$367B
| – | – |
-18
| Closed | -$9.43K |
|
Similar funds
ACA
MB
MI
CCM
WCM
MHP
V
OCMH
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.