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GIM

Gold Investment Management Portfolio holdings

AUM $323M
1-Year Est. Return 38.72%
This Fund
S&P 500
This Quarter Est. Return
-1.01%
1 Year Est. Return
+38.72%
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
MSFT icon
1
Microsoft
MSFT
$3.45T
$9.47M 3.99%
22,458
-463
-2% -$197K
TSM icon
2
TSMC
TSM
$2.1T
$8.09M 3.41%
40,948
+24
+0.1% +$4.64K
BNS icon
3
Scotiabank
BNS
$107B
$7.09M 2.99%
132,028
+2,693
+2% +$145K
TD icon
4
Toronto Dominion Bank
TD
$198B
$5.75M 2.43%
108,081
+1,878
+2% +$105K
CP icon
5
Canadian Pacific Kansas City
CP
$78.1B
$5.74M 2.42%
79,276
+750
+1% +$57.8K
MFC icon
6
Manulife Financial
MFC
$73.9B
$5.63M 2.37%
183,217
+2,040
+1% +$63.2K
RY icon
7
Royal Bank of Canada
RY
$291B
$5.31M 2.24%
44,066
+532
+1% +$65.7K
BN icon
8
Brookfield
BN
$104B
$5.28M 2.23%
137,720
+1,362
+1% +$51.3K
TSLA icon
9
Tesla
TSLA
$1.23T
$5.25M 2.21%
13,000
+6,176
+91% +$1.99M
SU icon
10
Suncor Energy
SU
$79.4B
$5.17M 2.18%
144,814
+2,418
+2% +$93K
CNI icon
11
Canadian National Railway
CNI
$76.9B
$4.84M 2.04%
47,721
+307
+0.6% +$33.6K
UNP icon
12
Union Pacific
UNP
$174B
$4.6M 1.94%
20,161
+138
+0.7% +$32.7K
BIP icon
13
Brookfield Infrastructure Partners
BIP
$19.2B
$4.57M 1.93%
143,773
+3,259
+2% +$111K
JPM icon
14
JPMorgan Chase
JPM
$935B
$4.53M 1.91%
18,881
-305
-2% -$71K
AMAT icon
15
Applied Materials
AMAT
$403B
$4.42M 1.86%
27,154
+312
+1% +$56.5K
LMT icon
16
Lockheed Martin
LMT
$134B
$4.18M 1.76%
8,611
+104
+1% +$56.7K
BAC icon
17
Bank of America
BAC
$435B
$4M 1.69%
90,920
+292
+0.3% +$12.8K
GRP.U
18
DELISTED
Granite Real Estate Investment Trust
GRP.U
$3.85M 1.62%
79,259
+691
+0.9% +$36.9K
CSX icon
19
CSX Corp
CSX
$93.4B
$3.79M 1.6%
117,387
+660
+0.6% +$22.6K
WMT icon
20
Walmart Inc
WMT
$885B
$3.65M 1.54%
40,434
-2,331
-5% -$202K
CM icon
21
Canadian Imperial Bank of Commerce
CM
$108B
$3.49M 1.47%
55,117
+892
+2% +$56.7K
XLK icon
22
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.47M 1.46%
29,816
-862
-3% -$100K
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$3.44M 1.45%
5,878
-623
-10% -$367K
O icon
24
Realty Income
O
$59.6B
$3.22M 1.36%
60,208
-191
-0.3% -$11.1K
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$229B
$3.2M 1.35%
66,817
– –
1
2 3 4 5

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TM
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BCP
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UOC
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AIA
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FAL
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BEP
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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.