Gold Investment Management
Latest statistics and disclosures from Gold Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, TSM, BNS, TD, CP, and represent 15.70% of Gold Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BNS, AVGO, TSLA, BCE, HON, LRCX, C, ILF, ALB, BBU.
- Reduced shares in these 10 stocks: VXUS, LLY, MSFT, LMT, TSM, RY, BN, UNP, CP, ABBV.
- Sold out of its positions in AMC, ACB, COHU, QRVO, SBUX, VIG, VXUS.
- Gold Investment Management was a net seller of stock by $-15M.
- Gold Investment Management has $239M in assets under management (AUM), dropping by 1.01%.
- Central Index Key (CIK): 0002006008
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Gold Investment Management holds 208 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.1 | $9.8M | -9% | 23k | 429.15 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.0 | $7.2M | -9% | 41k | 175.66 |
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Bk Nova Cad (BNS) | 2.9 | $7.0M | +16% | 129k | 54.47 |
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Toronto Dominion Bk Ont Com New (TD) | 2.8 | $6.7M | -7% | 106k | 63.28 |
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Canadian Pacific Kansas City (CP) | 2.8 | $6.7M | -8% | 79k | 85.50 |
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Canadian Natl Ry (CNI) | 2.3 | $5.5M | -4% | 47k | 116.79 |
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Applied Materials (AMAT) | 2.3 | $5.5M | -5% | 27k | 203.33 |
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Rbc Cad (RY) | 2.3 | $5.4M | -12% | 44k | 124.63 |
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Manulife Finl Corp (MFC) | 2.2 | $5.4M | -8% | 181k | 29.55 |
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Suncor Energy (SU) | 2.2 | $5.3M | 142k | 36.89 |
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Lockheed Martin Corporation (LMT) | 2.1 | $5.0M | -14% | 8.5k | 583.89 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 2.1 | $4.9M | -3% | 141k | 35.11 |
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Union Pacific Corporation (UNP) | 2.1 | $4.9M | -11% | 20k | 245.49 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.0 | $4.8M | -12% | 91k | 53.21 |
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Granite Real Estate Invt Tr Unit 99/99/9999 (GRP.U) | 2.0 | $4.7M | -2% | 79k | 60.16 |
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JPMorgan Chase & Co. (JPM) | 1.7 | $4.0M | 19k | 210.76 |
|
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CSX Corporation (CSX) | 1.7 | $4.0M | 117k | 34.53 |
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Realty Income (O) | 1.6 | $3.8M | 60k | 63.25 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $3.7M | -4% | 6.5k | 574.02 |
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Bce Com New (BCE) | 1.5 | $3.7M | +3% | 105k | 34.85 |
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Bank of America Corporation (BAC) | 1.5 | $3.6M | -3% | 91k | 39.49 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $3.5M | 67k | 52.98 |
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Select Sector Spdr Tr Technology (XLK) | 1.4 | $3.5M | -4% | 15k | 225.38 |
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Wal-Mart Stores (WMT) | 1.4 | $3.4M | -10% | 43k | 80.31 |
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Cibc Cad (CM) | 1.4 | $3.3M | 54k | 61.33 |
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Fortis (FTS) | 1.3 | $3.2M | 69k | 45.46 |
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Ishares Msci Emrg Chn (EMXC) | 1.3 | $3.0M | 49k | 61.53 |
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Canadian Natural Resources (CNQ) | 1.2 | $2.9M | -16% | 88k | 33.21 |
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Johnson & Johnson (JNJ) | 1.2 | $2.8M | -4% | 17k | 161.86 |
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Ishares Tr Ishares Semicdtr (SOXX) | 1.2 | $2.7M | 12k | 231.69 |
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Medtronic SHS (MDT) | 1.1 | $2.7M | 31k | 89.84 |
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Enbridge (ENB) | 1.1 | $2.7M | -5% | 68k | 40.64 |
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Select Sector Spdr Tr Financial (XLF) | 1.1 | $2.7M | -3% | 59k | 45.22 |
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Digital Realty Trust (DLR) | 1.1 | $2.6M | 16k | 161.63 |
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Eli Lilly & Co. (LLY) | 1.1 | $2.6M | -30% | 2.9k | 885.94 |
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Mastercard Incorporated Cl A (MA) | 1.1 | $2.6M | -6% | 5.2k | 493.73 |
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Amazon (AMZN) | 1.1 | $2.5M | 13k | 187.21 |
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Brookfield Renewable Partner Partnership Unit (BEP) | 1.0 | $2.3M | 81k | 28.22 |
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Sun Life Financial (SLF) | 0.9 | $2.2M | -6% | 39k | 57.96 |
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Norfolk Southern (NSC) | 0.9 | $2.2M | -14% | 9.0k | 247.44 |
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Cisco Systems (CSCO) | 0.9 | $2.2M | 42k | 53.15 |
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Nasdaq Omx (NDAQ) | 0.9 | $2.2M | 30k | 72.98 |
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Oracle Corporation (ORCL) | 0.9 | $2.1M | -4% | 13k | 169.84 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $2.1M | 45k | 48.06 |
|
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BlackRock (BLK) | 0.9 | $2.1M | 2.2k | 947.71 |
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Toyota Motor Corp Ads (TM) | 0.9 | $2.0M | 11k | 179.98 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.0M | 4.1k | 486.79 |
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Goldman Sachs (GS) | 0.8 | $2.0M | 4.0k | 496.29 |
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.8 | $2.0M | -15% | 42k | 47.27 |
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Imperial Oil Com New (IMO) | 0.8 | $1.9M | 28k | 70.30 |
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Markel Corporation (MKL) | 0.8 | $1.9M | 1.2k | 1568.78 |
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Bank Of Montreal Cadcom (BMO) | 0.8 | $1.9M | 21k | 90.31 |
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Tesla Motors (TSLA) | 0.7 | $1.8M | +9% | 6.8k | 261.63 |
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Mid-America Apartment (MAA) | 0.7 | $1.8M | 11k | 158.69 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.8M | -3% | 3.9k | 458.94 |
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Merck & Co (MRK) | 0.7 | $1.7M | -8% | 15k | 113.61 |
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General Dynamics Corporation (GD) | 0.7 | $1.6M | -6% | 5.3k | 301.17 |
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Abbvie (ABBV) | 0.7 | $1.6M | -27% | 8.0k | 195.88 |
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Telus Ord (TU) | 0.6 | $1.5M | -2% | 91k | 16.77 |
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Citigroup Com New (C) | 0.6 | $1.5M | +4% | 24k | 62.26 |
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Pfizer (PFE) | 0.6 | $1.5M | -6% | 50k | 28.98 |
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Apple (AAPL) | 0.5 | $1.3M | 5.7k | 231.26 |
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Visa Com Cl A (V) | 0.5 | $1.3M | -11% | 4.7k | 275.09 |
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Ventas (VTR) | 0.5 | $1.3M | -2% | 20k | 64.02 |
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Omni (OMC) | 0.5 | $1.2M | 11k | 103.30 |
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Abbott Laboratories (ABT) | 0.5 | $1.1M | -28% | 10k | 113.29 |
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.5 | $1.1M | 21k | 53.81 |
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Takeda Pharmaceutical Sponsored Ads (TAK) | 0.4 | $1.0M | 73k | 14.33 |
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Broadcom (AVGO) | 0.4 | $1.0M | +708% | 5.9k | 172.58 |
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Northrop Grumman Corporation (NOC) | 0.4 | $959k | -27% | 1.8k | 527.34 |
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Invesco SHS (IVZ) | 0.4 | $941k | +3% | 54k | 17.57 |
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Public Storage (PSA) | 0.4 | $937k | -2% | 2.6k | 362.00 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $921k | 12k | 78.07 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $874k | 5.3k | 166.08 |
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Tfii Cn (TFII) | 0.4 | $863k | -8% | 6.3k | 137.00 |
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Select Sector Spdr Tr Indl (XLI) | 0.4 | $843k | 6.2k | 134.85 |
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Honeywell International (HON) | 0.3 | $834k | +17% | 4.0k | 207.22 |
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Rogers Communications CL B (RCI) | 0.3 | $774k | -7% | 19k | 40.22 |
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Brookfield Business Partners Unit Ltd L P (BBU) | 0.3 | $739k | +7% | 32k | 23.45 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $710k | 846.00 | 839.11 |
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Bristol Myers Squibb (BMY) | 0.3 | $654k | 13k | 51.24 |
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Waste Connections (WCN) | 0.2 | $589k | 3.3k | 178.78 |
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Lam Research Corporation (LRCX) | 0.2 | $581k | +19% | 706.00 | 822.60 |
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Welltower Inc Com reit (WELL) | 0.2 | $577k | -2% | 4.5k | 127.27 |
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Franklin Resources (BEN) | 0.2 | $548k | +4% | 27k | 20.20 |
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Ishares Tr Core Msci Emkt (IEMG) | 0.2 | $539k | 9.4k | 57.38 |
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Meta Platforms Cl A (META) | 0.2 | $475k | 835.00 | 568.49 |
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Pembina Pipeline Corp (PBA) | 0.2 | $453k | +4% | 11k | 41.21 |
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Kla Corp Com New (KLAC) | 0.2 | $452k | +12% | 580.00 | 778.50 |
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Agnico (AEM) | 0.2 | $450k | 5.6k | 80.57 |
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Tc Energy Corp (TRP) | 0.2 | $433k | 9.1k | 47.54 |
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Raytheon Technologies Corp (RTX) | 0.2 | $372k | 3.1k | 121.16 |
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National Retail Properties (NNN) | 0.2 | $371k | 7.7k | 48.25 |
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Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $340k | +22% | 13k | 26.06 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $337k | -6% | 3.5k | 97.35 |
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Franco-Nevada Corporation (FNV) | 0.1 | $332k | 2.7k | 124.23 |
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Cenovus Energy (CVE) | 0.1 | $321k | 19k | 16.73 |
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Advanced Micro Devices (AMD) | 0.1 | $314k | 1.9k | 164.22 |
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Amgen (AMGN) | 0.1 | $305k | -44% | 945.00 | 322.42 |
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NVIDIA Corporation (NVDA) | 0.1 | $300k | 2.5k | 121.44 |
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Becton, Dickinson and (BDX) | 0.1 | $289k | 1.2k | 241.50 |
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Costco Wholesale Corporation (COST) | 0.1 | $288k | 325.00 | 886.52 |
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Barrick Gold Corp (GOLD) | 0.1 | $281k | 14k | 19.89 |
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Stantec (STN) | 0.1 | $274k | 3.4k | 80.43 |
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McDonald's Corporation (MCD) | 0.1 | $262k | 861.00 | 304.51 |
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West Fraser Timb (WFG) | 0.1 | $262k | 2.7k | 97.45 |
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3M Company (MMM) | 0.1 | $250k | +18% | 1.8k | 137.19 |
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Linde SHS (LIN) | 0.1 | $236k | 495.00 | 476.86 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $232k | 3.7k | 62.35 |
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Stag Industrial (STAG) | 0.1 | $209k | 5.3k | 39.16 |
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Equinix (EQIX) | 0.1 | $207k | 234.00 | 884.06 |
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Cameco Corporation (CCJ) | 0.1 | $197k | 4.1k | 47.78 |
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Morgan Stanley Com New (MS) | 0.1 | $194k | 1.9k | 104.24 |
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Teradyne (TER) | 0.1 | $190k | 1.4k | 133.93 |
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Exxon Mobil Corporation (XOM) | 0.1 | $183k | 1.6k | 117.22 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $178k | 1.2k | 153.61 |
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MetLife (MET) | 0.1 | $162k | 2.0k | 82.48 |
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L3harris Technologies (LHX) | 0.1 | $158k | -21% | 665.00 | 237.87 |
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Procter & Gamble Company (PG) | 0.1 | $157k | -58% | 904.00 | 173.20 |
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Thermo Fisher Scientific (TMO) | 0.1 | $144k | 233.00 | 618.57 |
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Teck Resources CL B (TECK) | 0.1 | $136k | 2.6k | 52.24 |
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Marvell Technology (MRVL) | 0.1 | $130k | 1.8k | 72.12 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $123k | 744.00 | 165.85 |
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Albemarle Corporation (ALB) | 0.1 | $120k | +81% | 1.3k | 95.47 |
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Wheaton Precious Metals Corp (WPM) | 0.1 | $120k | 2.0k | 61.09 |
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Texas Instruments Incorporated (TXN) | 0.0 | $115k | 555.00 | 206.57 |
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Home Depot (HD) | 0.0 | $112k | 276.00 | 405.20 |
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PNC Financial Services (PNC) | 0.0 | $108k | -16% | 586.00 | 184.85 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $105k | 199.00 | 527.67 |
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Philip Morris International (PM) | 0.0 | $91k | 750.00 | 121.40 |
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AvalonBay Communities (AVB) | 0.0 | $85k | 378.00 | 225.24 |
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Nutrien (NTR) | 0.0 | $80k | -3% | 1.7k | 48.06 |
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Pepsi (PEP) | 0.0 | $69k | 406.00 | 170.05 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $66k | -30% | 2.3k | 28.41 |
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Carlyle Group (CG) | 0.0 | $60k | 1.4k | 43.06 |
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Newmont Mining Corporation (NEM) | 0.0 | $58k | 1.1k | 53.48 |
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Thomson Reuters Corp. (TRI) | 0.0 | $57k | 336.00 | 170.60 |
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Lexington Realty Trust (LXP) | 0.0 | $55k | -90% | 5.5k | 10.05 |
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Chevron Corporation (CVX) | 0.0 | $49k | 330.00 | 147.27 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $48k | 313.00 | 153.93 |
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General Motors Company (GM) | 0.0 | $47k | 1.1k | 44.84 |
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ConocoPhillips (COP) | 0.0 | $46k | 437.00 | 105.28 |
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Magna Intl Inc cl a (MGA) | 0.0 | $42k | 1.0k | 41.03 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $42k | 996.00 | 41.77 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $35k | 175.00 | 200.35 |
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American Tower Reit (AMT) | 0.0 | $31k | 131.00 | 232.56 |
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Walt Disney Company (DIS) | 0.0 | $30k | 308.00 | 96.19 |
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Nike CL B (NKE) | 0.0 | $29k | 330.00 | 88.40 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $29k | 298.00 | 95.90 |
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Cme (CME) | 0.0 | $28k | 125.00 | 220.65 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $26k | 321.00 | 79.42 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $24k | 98.00 | 243.10 |
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Gilead Sciences (GILD) | 0.0 | $24k | 280.00 | 83.84 |
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Us Bancorp Del Com New (USB) | 0.0 | $21k | 450.00 | 45.73 |
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Mccormick & Co Com Non Vtg (MKC) | 0.0 | $21k | 250.00 | 82.30 |
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Udr (UDR) | 0.0 | $20k | 445.00 | 44.99 |
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Boeing Company (BA) | 0.0 | $20k | -95% | 130.00 | 152.04 |
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Eaton Corp SHS (ETN) | 0.0 | $20k | 59.00 | 331.44 |
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Ge Aerospace Com New (GE) | 0.0 | $19k | 100.00 | 188.58 |
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Equity Residential Sh Ben Int (EQR) | 0.0 | $19k | 252.00 | 73.97 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $16k | 137.00 | 119.69 |
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TJX Companies (TJX) | 0.0 | $13k | 113.00 | 117.54 |
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Coca-Cola Company (KO) | 0.0 | $13k | -79% | 182.00 | 71.86 |
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Totalenergies Se Sponsored Ads (TTE) | 0.0 | $13k | 200.00 | 64.62 |
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Novo-nordisk A S Adr (NVO) | 0.0 | $12k | 100.00 | 119.07 |
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Prologis (PLD) | 0.0 | $10k | 82.00 | 126.28 |
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American Express Company (AXP) | 0.0 | $8.9k | 33.00 | 271.21 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $8.8k | 17.00 | 517.76 |
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salesforce (CRM) | 0.0 | $8.5k | 31.00 | 273.71 |
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Clorox Company (CLX) | 0.0 | $8.1k | 50.00 | 162.92 |
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Simon Property (SPG) | 0.0 | $7.6k | 45.00 | 169.02 |
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BP Sponsored Adr (BP) | 0.0 | $7.3k | 232.00 | 31.39 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $7.2k | 100.00 | 71.86 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $7.0k | 84.00 | 83.02 |
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Diageo Spon Adr New (DEO) | 0.0 | $6.7k | 48.00 | 140.33 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $6.5k | 145.00 | 44.65 |
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Illinois Tool Works (ITW) | 0.0 | $6.3k | 24.00 | 262.08 |
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Boston Scientific Corporation (BSX) | 0.0 | $6.3k | 75.00 | 83.80 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $5.4k | 54.00 | 100.72 |
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Cummins (CMI) | 0.0 | $4.9k | 15.00 | 323.80 |
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UnitedHealth (UNH) | 0.0 | $4.7k | 8.00 | 584.62 |
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Select Sector Spdr Tr Communication (XLC) | 0.0 | $4.5k | 50.00 | 90.40 |
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Extra Space Storage (EXR) | 0.0 | $4.3k | 24.00 | 180.21 |
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Qualcomm (QCOM) | 0.0 | $4.3k | 25.00 | 170.04 |
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Mosaic (MOS) | 0.0 | $3.9k | 146.00 | 26.78 |
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Dupont De Nemours (DD) | 0.0 | $3.7k | 42.00 | 89.12 |
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Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.5k | 49.00 | 72.16 |
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Emerson Electric (EMR) | 0.0 | $2.7k | 25.00 | 109.36 |
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Global X Fds Defense Tech Etf (SHLD) | 0.0 | $2.7k | 72.00 | 37.24 |
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Twilio Cl A (TWLO) | 0.0 | $2.6k | -24% | 40.00 | 65.22 |
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Progressive Corporation (PGR) | 0.0 | $2.5k | 10.00 | 253.80 |
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Corteva (CTVA) | 0.0 | $2.5k | 42.00 | 58.79 |
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Ford Motor Company (F) | 0.0 | $2.4k | 232.00 | 10.56 |
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Dow (DOW) | 0.0 | $2.3k | 42.00 | 54.62 |
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McKesson Corporation (MCK) | 0.0 | $2.0k | 4.00 | 494.50 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.9k | 40.00 | 46.90 |
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Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.8k | 16.00 | 115.06 |
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Sanofi Sponsored Adr (SNY) | 0.0 | $1.7k | 30.00 | 57.63 |
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Unilever Spon Adr New (UL) | 0.0 | $1.6k | 25.00 | 64.96 |
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Telus Intl Cda Sub Vtg Shs (TIXT) | 0.0 | $1.6k | 400.00 | 3.90 |
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Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.6k | 20.00 | 77.90 |
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Novartis Sponsored Adr (NVS) | 0.0 | $1.2k | 10.00 | 115.00 |
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Nextera Energy (NEE) | 0.0 | $1.1k | 13.00 | 84.54 |
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Vanguard World Fds Industrial Etf (VIS) | 0.0 | $1.0k | 4.00 | 258.75 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $982.000000 | 4.00 | 245.50 |
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Freeport-mcmoran CL B (FCX) | 0.0 | $898.999200 | 18.00 | 49.94 |
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Rio Tinto Sponsored Adr (RIO) | 0.0 | $854.000400 | 12.00 | 71.17 |
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Intel Corporation (INTC) | 0.0 | $188.000000 | +60% | 8.00 | 23.50 |
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Past Filings by Gold Investment Management
SEC 13F filings are viewable for Gold Investment Management going back to 2023
- Gold Investment Management 2024 Q3 filed Oct. 31, 2024
- Gold Investment Management 2024 Q2 filed July 26, 2024
- Gold Investment Management 2024 Q1 filed May 3, 2024
- Gold Investment Management 2023 Q4 filed Feb. 12, 2024