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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
+10.29%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$298M
AUM Growth
+$32M
Cap. Flow
+$7.46M
Cap. Flow %
2.51%
Top 10 Hldgs %
28.48%
Holding
203
New
–
Increased
81
Reduced
11
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.29M
2
GD icon
General Dynamics
GD
+$1.43M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$262K
4
CNI icon
Canadian National Railway
CNI
+$239K
5
BCE icon
BCE
BCE
+$193K

Top Sells

Rank Stock Value
1
MAA icon
Mid-America Apartment Communities
MAA
+$44.1K
2
VTR icon
Ventas
VTR
+$34.5K
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$32K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$29.3K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$22.7K

Sector Composition

Rank Sector Weight
1 Financials 29.28%
2 Technology 15.65%
3 Industrials 13.1%
4 Consumer Discretionary 6.13%
5 Energy 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.17T
$11.5M 3.86%
41,159
+151
+0.4% +$36.9K
TSLA icon
2
Tesla
TSLA
$1.31T
$11.4M 3.84%
25,675
+6,600
+35% +$2.29M
MSFT icon
3
Microsoft
MSFT
$3.76T
$10.2M 3.42%
19,635
+87
+0.4% +$44.4K
BNS icon
4
Scotiabank
BNS
$108B
$9.42M 3.16%
145,611
+3,127
+2% +$184K
TD icon
5
Toronto Dominion Bank
TD
$200B
$9.32M 3.13%
116,551
+1,754
+2% +$132K
RY icon
6
Royal Bank of Canada
RY
$293B
$6.88M 2.31%
46,700
+442
+1% +$60.9K
BN icon
7
Brookfield
BN
$109B
$6.85M 2.3%
149,808
+972
+0.7% +$43.1K
SU icon
8
Suncor Energy
SU
$73.4B
$6.42M 2.16%
153,306
+2,995
+2% +$120K
AMAT icon
9
Applied Materials
AMAT
$415B
$6.41M 2.15%
31,302
+415
+1% +$75.3K
CP icon
10
Canadian Pacific Kansas City
CP
$79.6B
$6.37M 2.14%
85,497
+1,418
+2% +$108K
MFC icon
11
Manulife Financial
MFC
$73.3B
$6.2M 2.08%
199,011
+4,166
+2% +$128K
JPM icon
12
JPMorgan Chase
JPM
$956B
$6.18M 2.08%
19,581
+199
+1% +$59.2K
BIP icon
13
Brookfield Infrastructure Partners
BIP
$17.5B
$5.59M 1.88%
169,600
+5,486
+3% +$173K
CNI icon
14
Canadian National Railway
CNI
$75.7B
$5.05M 1.7%
53,492
+2,476
+5% +$239K
UNP icon
15
Union Pacific
UNP
$174B
$4.92M 1.65%
20,833
+378
+2% +$85.2K
LMT icon
16
Lockheed Martin
LMT
$139B
$4.8M 1.61%
9,613
+186
+2% +$84.4K
GRP.U
17
DELISTED
Granite Real Estate Investment Trust
GRP.U
$4.6M 1.55%
82,856
-217
-0.3% -$11.9K
CM icon
18
Canadian Imperial Bank of Commerce
CM
$109B
$4.59M 1.54%
57,479
+518
+0.9% +$39K
BAC icon
19
Bank of America
BAC
$447B
$4.56M 1.53%
88,439
+1
+0% +$49
CSX icon
20
CSX Corp
CSX
$92.8B
$4.36M 1.47%
122,911
+1,637
+1% +$55.9K
WMT icon
21
Walmart Inc
WMT
$897B
$4.34M 1.46%
42,073
+497
+1% +$49.5K
ORCL icon
22
Oracle
ORCL
$435B
$4.26M 1.43%
15,149
– –
VEA icon
23
Vanguard FTSE Developed Markets ETF
VEA
$236B
$3.99M 1.34%
66,513
– –
FTS icon
24
Fortis
FTS
$28.3B
$3.96M 1.33%
78,125
+1,423
+2% +$70K
SPY icon
25
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$3.96M 1.33%
5,945
+93
+2% +$59.6K
1
2 3 4 5

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MB
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MI
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CCM
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WCM
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MHP
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V
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OCMH
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Gold Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Gold Investment Management held 203 positions worth $298M, up 12% from $266M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 0%. Gold Investment Management opened no new positions and made no exits, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 30% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management added most to Tesla in Q3 2025, an estimated $2.29M increase.
  • Gold Investment Management's biggest Q3 2025 reduction was Mid-America Apartment Communities, cutting an estimated $44.1K.
  • Gold Investment Management's ten largest holdings make up 28% of its $298M portfolio in Q3 2025.
  • Gold Investment Management opened 0 new positions and closed 0 in Q3 2025.
  • Gold Investment Management's portfolio value rose 12% quarter-over-quarter to $298M.

Based on Gold Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.