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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
+5.93%
1 Year Est. Return
+38.72%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
+$602K
Cap. Flow %
0.19%
Top 10 Hldgs %
29.26%
Holding
205
New
2
Increased
67
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
CCK icon
Crown Holdings
CCK
+$1.18M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$699K
3
TSLA icon
Tesla
TSLA
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$912K
2
BNS icon
Scotiabank
BNS
+$584K
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

Rank Sector Weight
1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.1T
$12.3M 3.93%
40,555
-604
-1% -$177K
TSLA icon
2
Tesla
TSLA
$1.23T
$11.8M 3.76%
26,175
+500
+2% +$222K
TD icon
3
Toronto Dominion Bank
TD
$198B
$11.1M 3.55%
118,115
+1,564
+1% +$132K
BNS icon
4
Scotiabank
BNS
$107B
$10.1M 3.23%
137,025
-8,586
-6% -$584K
MSFT icon
5
Microsoft
MSFT
$3.45T
$9.53M 3.04%
19,706
+71
+0.4% +$35.6K
RY icon
6
Royal Bank of Canada
RY
$291B
$8.03M 2.56%
47,100
+400
+0.9% +$61.4K
AMAT icon
7
Applied Materials
AMAT
$403B
$7.95M 2.54%
30,938
-364
-1% -$87.3K
MFC icon
8
Manulife Financial
MFC
$73.9B
$7.33M 2.34%
201,792
+2,781
+1% +$94.4K
BN icon
9
Brookfield
BN
$104B
$6.91M 2.2%
150,401
+593
+0.4% +$27K
SU icon
10
Suncor Energy
SU
$79.4B
$6.57M 2.1%
148,079
-5,227
-3% -$221K
CP icon
11
Canadian Pacific Kansas City
CP
$78.1B
$6.4M 2.04%
86,970
+1,473
+2% +$108K
JPM icon
12
JPMorgan Chase
JPM
$935B
$6.36M 2.03%
19,751
+170
+0.9% +$52.6K
BIP icon
13
Brookfield Infrastructure Partners
BIP
$19.2B
$6M 1.92%
172,723
+3,123
+2% +$109K
CNI icon
14
Canadian National Railway
CNI
$76.9B
$5.39M 1.72%
54,534
+1,042
+2% +$100K
CM icon
15
Canadian Imperial Bank of Commerce
CM
$108B
$5.26M 1.68%
57,995
+516
+0.9% +$44.3K
UNP icon
16
Union Pacific
UNP
$174B
$5.01M 1.6%
21,662
+829
+4% +$189K
GRP.U
17
DELISTED
Granite Real Estate Investment Trust
GRP.U
$4.95M 1.58%
83,127
+271
+0.3% +$15.2K
BAC icon
18
Bank of America
BAC
$435B
$4.88M 1.56%
88,689
+250
+0.3% +$13.2K
LMT icon
19
Lockheed Martin
LMT
$134B
$4.73M 1.51%
9,777
+164
+2% +$78.5K
CSX icon
20
CSX Corp
CSX
$93.4B
$4.52M 1.44%
124,591
+1,680
+1% +$60.1K
WMT icon
21
Walmart Inc
WMT
$885B
$4.49M 1.43%
40,296
-1,777
-4% -$191K
IEFA icon
22
iShares Core MSCI EAFE ETF
IEFA
$190B
$4.4M 1.4%
49,132
+7,900
+19% +$699K
VEA icon
23
Vanguard FTSE Developed Markets ETF
VEA
$229B
$4.16M 1.33%
66,513
– –
FTS icon
24
Fortis
FTS
$29B
$4.15M 1.33%
79,902
+1,777
+2% +$91.1K
JNJ icon
25
Johnson & Johnson
JNJ
$618B
$4.06M 1.3%
19,616
+404
+2% +$79.9K
1
2 3 4 5

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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 2025 Portfolio in Review

As of Q4 2025, Gold Investment Management held 205 positions worth $313M, up 5.3% from $298M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.5%. Gold Investment Management opened 2 new positions and exited 1, leaving the 205-position portfolio largely intact.

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 Q4 2025 buy was Crown Holdings: 12,119 shares worth $1.25M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $699K increase.
  • Gold Investment Management's biggest Q4 2025 reduction was Oracle, cutting an estimated $912K.
  • Gold Investment Management fully exited TELUS International in Q4 2025, selling an estimated $1.78K.
  • Gold Investment Management's ten largest holdings make up 29% of its $313M portfolio in Q4 2025.
  • Gold Investment Management opened 2 new positions and closed 1 in Q4 2025.
  • Gold Investment Management's portfolio value rose 5.3% quarter-over-quarter to $313M.

Based on Gold Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.