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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
+13.17%
1 Year Est. Return
+38.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$29M
Cap. Flow
+$1.69M
Cap. Flow %
0.63%
Top 10 Hldgs %
27.04%
Holding
217
New
1
Increased
86
Reduced
32
Closed
14

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.33M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$964K
3
TM icon
Toyota
TM
+$594K
4
TSM icon
TSMC
TSM
+$550K
5
AMAT icon
Applied Materials
AMAT
+$486K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$1.92M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.77M
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.42M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$1.15M
5
SOXX icon
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
MSFT icon
1
Microsoft
MSFT
$3.4T
$9.66M 3.64%
19,548
+1,055
+6% +$458K
TSM icon
2
TSMC
TSM
$2.1T
$9.25M 3.48%
41,008
+2,970
+8% +$550K
TD icon
3
Toronto Dominion Bank
TD
$199B
$8.46M 3.18%
114,797
+1,334
+1% +$87.1K
BNS icon
4
Scotiabank
BNS
$107B
$7.88M 2.97%
142,484
+3,815
+3% +$194K
CP icon
5
Canadian Pacific Kansas City
CP
$78.2B
$6.72M 2.53%
84,079
+1,256
+2% +$96.6K
MFC icon
6
Manulife Financial
MFC
$74.4B
$6.23M 2.35%
194,845
+3,353
+2% +$103K
BN icon
7
Brookfield
BN
$104B
$6.12M 2.3%
148,836
+1,152
+0.8% +$42.7K
RY icon
8
Royal Bank of Canada
RY
$292B
$6.11M 2.3%
46,258
+789
+2% +$96.5K
TSLA icon
9
Tesla
TSLA
$1.21T
$5.74M 2.16%
19,075
+7,724
+68% +$2.33M
AMAT icon
10
Applied Materials
AMAT
$404B
$5.67M 2.13%
30,887
+3,066
+11% +$486K
SU icon
11
Suncor Energy
SU
$79.1B
$5.63M 2.12%
150,311
+3,169
+2% +$115K
JPM icon
12
JPMorgan Chase
JPM
$940B
$5.63M 2.12%
19,382
+259
+1% +$66.1K
BIP icon
13
Brookfield Infrastructure Partners
BIP
$19.1B
$5.5M 2.07%
164,114
+6,321
+4% +$198K
CNI icon
14
Canadian National Railway
CNI
$77.2B
$5.32M 2%
51,016
+694
+1% +$70.6K
UNP icon
15
Union Pacific
UNP
$173B
$4.77M 1.8%
20,455
+103
+0.5% +$22.9K
LMT icon
16
Lockheed Martin
LMT
$133B
$4.38M 1.65%
9,427
+507
+6% +$237K
GRP.U
17
DELISTED
Granite Real Estate Investment Trust
GRP.U
$4.22M 1.59%
83,073
-398
-0.5% -$19K
BAC icon
18
Bank of America
BAC
$436B
$4.21M 1.59%
88,438
+156
+0.2% +$6.56K
WMT icon
19
Walmart Inc
WMT
$888B
$4.08M 1.53%
41,576
+528
+1% +$50.3K
CM icon
20
Canadian Imperial Bank of Commerce
CM
$108B
$4.04M 1.52%
56,961
+336
+0.6% +$21.6K
CSX icon
21
CSX Corp
CSX
$93B
$4M 1.51%
121,274
+2,465
+2% +$74.2K
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$228B
$3.79M 1.43%
66,513
-304
-0.5% -$16.3K
FTS icon
23
Fortis
FTS
$29.3B
$3.66M 1.38%
76,702
+1,638
+2% +$78K
SPY icon
24
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$3.61M 1.36%
5,852
+88
+2% +$50.3K
NDAQ icon
25
Nasdaq
NDAQ
$52.7B
$3.34M 1.26%
37,508
+6,033
+19% +$482K
1
2 3 4 5

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BCP
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UOC
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AIA
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BEP
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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.