Gold Investment Management
Latest statistics and disclosures from Gold Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, TSLA, MSFT, BNS, TD, and represent 17.41% of Gold Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TSLA, GD, IEFA, CNI, BNS, BCE, BIP, TD, MFC, SU.
- Reduced shares in these 10 stocks: MAA, VTR, XLK, EMXC, SOXX, PSA, GRP.U, MCD, ILF, XLV.
- Gold Investment Management was a net buyer of stock by $8.4M.
- Gold Investment Management has $298M in assets under management (AUM), dropping by 12.05%.
- Central Index Key (CIK): 0002006008
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Portfolio Holdings for Gold Investment Management
Gold Investment Management holds 203 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $12M | 41k | 279.29 |
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| Tesla Motors (TSLA) | 3.8 | $11M | +34% | 26k | 444.72 |
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| Microsoft Corporation (MSFT) | 3.4 | $10M | 20k | 517.95 |
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| Bk Nova Cad (BNS) | 3.2 | $9.4M | +2% | 146k | 64.67 |
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| Toronto Dominion Bk Ont Com New (TD) | 3.1 | $9.3M | 117k | 79.97 |
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| Rbc Cad (RY) | 2.3 | $6.9M | 47k | 147.41 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.3 | $6.9M | 100k | 68.62 |
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| Suncor Energy (SU) | 2.2 | $6.4M | 153k | 41.85 |
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| Applied Materials (AMAT) | 2.2 | $6.4M | 31k | 204.74 |
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| Canadian Pacific Kansas City (CP) | 2.1 | $6.4M | 86k | 74.49 |
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| Manulife Finl Corp (MFC) | 2.1 | $6.2M | +2% | 199k | 31.16 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $6.2M | 20k | 315.43 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.9 | $5.6M | +3% | 170k | 32.96 |
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| Canadian Natl Ry (CNI) | 1.7 | $5.0M | +4% | 54k | 94.32 |
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| Union Pacific Corporation (UNP) | 1.7 | $4.9M | 21k | 236.37 |
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| Lockheed Martin Corporation (LMT) | 1.6 | $4.8M | 9.6k | 499.21 |
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| Granite Real Estate Invt Tr Tr Unit New (GRP.U) | 1.5 | $4.6M | 83k | 55.57 |
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| Cibc Cad (CM) | 1.5 | $4.6M | 58k | 79.92 |
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| Bank of America Corporation (BAC) | 1.5 | $4.6M | 88k | 51.59 |
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| CSX Corporation (CSX) | 1.5 | $4.4M | 123k | 35.51 |
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| Wal-Mart Stores (WMT) | 1.5 | $4.3M | 42k | 103.06 |
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| Oracle Corporation (ORCL) | 1.4 | $4.3M | 15k | 281.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $4.0M | 67k | 59.92 |
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| Fortis (FTS) | 1.3 | $4.0M | 78k | 50.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $4.0M | 5.9k | 666.11 |
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| Enbridge (ENB) | 1.3 | $3.8M | 75k | 50.46 |
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| General Dynamics Corporation (GD) | 1.2 | $3.6M | +73% | 11k | 341.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $3.6M | +8% | 41k | 87.31 |
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| Johnson & Johnson (JNJ) | 1.2 | $3.6M | +2% | 19k | 185.42 |
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| Ishares Msci Emrg Chn (EMXC) | 1.2 | $3.5M | 51k | 67.51 |
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| Realty Income (O) | 1.2 | $3.4M | 57k | 60.79 |
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| Goldman Sachs (GS) | 1.2 | $3.4M | 4.3k | 796.35 |
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| Bce Com New (BCE) | 1.1 | $3.4M | +5% | 145k | 23.37 |
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| Nasdaq Omx (NDAQ) | 1.1 | $3.4M | 38k | 88.45 |
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| Toyota Motor Corp Ads (TM) | 1.1 | $3.3M | +3% | 18k | 191.09 |
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| Medtronic SHS (MDT) | 1.1 | $3.2M | +2% | 34k | 95.24 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $3.2M | +2% | 5.6k | 568.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $3.1M | 42k | 73.46 |
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| Canadian Natural Resources (CNQ) | 1.0 | $3.0M | 95k | 31.98 |
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| Norfolk Southern (NSC) | 1.0 | $3.0M | +2% | 10k | 300.41 |
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| Bank Of Montreal Cadcom (BMO) | 1.0 | $3.0M | 23k | 130.33 |
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| Amazon (AMZN) | 1.0 | $2.9M | 13k | 219.57 |
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| Cisco Systems (CSCO) | 1.0 | $2.9M | 43k | 68.42 |
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| Blackrock (BLK) | 0.9 | $2.8M | 2.4k | 1165.87 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.9 | $2.8M | +2% | 48k | 56.92 |
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| Markel Corporation (MKL) | 0.9 | $2.6M | +2% | 1.4k | 1911.36 |
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| Digital Realty Trust (DLR) | 0.9 | $2.6M | 15k | 172.88 |
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| Sun Life Financial (SLF) | 0.9 | $2.6M | +4% | 43k | 60.06 |
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| Imperial Oil Com New (IMO) | 0.9 | $2.6M | 28k | 90.69 |
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| Citigroup Com New (C) | 0.9 | $2.6M | 25k | 101.50 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.9 | $2.5M | +3% | 98k | 25.78 |
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| Broadcom (AVGO) | 0.8 | $2.5M | 7.5k | 329.91 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $2.2M | 7.9k | 281.90 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.2M | 2.9k | 763.00 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $2.0M | 15k | 133.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 3.8k | 502.74 |
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| Abbvie (ABBV) | 0.6 | $1.9M | 8.1k | 231.54 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.9M | +5% | 1.9k | 968.09 |
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| Telus Ord (TU) | 0.6 | $1.8M | +2% | 114k | 15.75 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $1.8M | 6.6k | 271.12 |
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| Invesco SHS (IVZ) | 0.5 | $1.6M | +3% | 69k | 22.94 |
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| Visa Com Cl A (V) | 0.5 | $1.6M | 4.6k | 341.38 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.5 | $1.5M | +3% | 104k | 14.64 |
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| Brookfield Business Partners Unit Ltd L P (BBU) | 0.5 | $1.5M | +5% | 44k | 32.81 |
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| Mid-America Apartment (MAA) | 0.5 | $1.4M | -2% | 10k | 139.73 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $1.4M | 2.3k | 609.32 |
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| Abbott Laboratories (ABT) | 0.5 | $1.4M | 10k | 133.94 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $1.4M | 26k | 53.87 |
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| Pfizer (PFE) | 0.5 | $1.4M | +2% | 54k | 25.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.4M | 5.6k | 243.55 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.4M | 1.3k | 1078.60 |
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| Merck & Co (MRK) | 0.4 | $1.3M | +2% | 16k | 83.93 |
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| Apple (AAPL) | 0.4 | $1.2M | 4.8k | 254.63 |
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| Omni (OMC) | 0.4 | $1.2M | +5% | 15k | 81.53 |
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| Ventas (VTR) | 0.4 | $1.1M | -3% | 16k | 69.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.1M | +2% | 20k | 54.19 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.0M | 5.5k | 186.58 |
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| Rogers Communications CL B (RCI) | 0.3 | $1.0M | +2% | 29k | 34.43 |
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| Franklin Resources (BEN) | 0.3 | $970k | +5% | 42k | 23.13 |
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| Honeywell International (HON) | 0.3 | $934k | 4.4k | 210.50 |
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| Advanced Micro Devices (AMD) | 0.3 | $845k | 5.2k | 161.79 |
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| Agnico (AEM) | 0.3 | $807k | 4.8k | 168.45 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.2 | $616k | 9.3k | 65.93 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $599k | 2.7k | 222.62 |
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| Waste Connections (WCN) | 0.2 | $579k | 3.3k | 175.82 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $565k | 3.4k | 167.33 |
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| Bristol Myers Squibb (BMY) | 0.2 | $563k | 13k | 45.10 |
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| Public Storage (PSA) | 0.2 | $558k | -2% | 1.9k | 288.85 |
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| Tfii Cn (TFII) | 0.2 | $555k | 6.3k | 88.02 |
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| Tc Energy Corp (TRP) | 0.2 | $531k | 9.8k | 54.38 |
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| L3harris Technologies (LHX) | 0.2 | $531k | 1.7k | 305.41 |
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| Barrick Mining Corp (B) | 0.2 | $473k | 14k | 32.85 |
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| Welltower Inc Com reit (WELL) | 0.2 | $448k | 2.5k | 178.14 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $448k | 11k | 40.44 |
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| Meta Platforms Cl A (META) | 0.1 | $425k | 578.00 | 734.38 |
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| Stantec (STN) | 0.1 | $368k | 3.4k | 107.86 |
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| Cameco Corporation (CCJ) | 0.1 | $347k | 4.1k | 83.94 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $339k | 12k | 28.89 |
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| Cenovus Energy (CVE) | 0.1 | $337k | 20k | 16.98 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $307k | 3.4k | 91.47 |
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| Costco Wholesale Corporation (COST) | 0.1 | $301k | 325.00 | 925.63 |
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| Morgan Stanley Com New (MS) | 0.1 | $295k | 1.9k | 158.96 |
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| 3M Company (MMM) | 0.1 | $273k | 1.8k | 155.18 |
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| Amgen (AMGN) | 0.1 | $267k | 945.00 | 282.20 |
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| McDonald's Corporation (MCD) | 0.1 | $253k | -2% | 833.00 | 303.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $243k | 3.7k | 65.27 |
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| Linde SHS (LIN) | 0.1 | $235k | 495.00 | 475.00 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $221k | 2.0k | 111.92 |
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| Becton, Dickinson and (BDX) | 0.1 | $215k | 1.1k | 187.17 |
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| Teradyne (TER) | 0.1 | $196k | 1.4k | 137.64 |
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| West Fraser Timb (WFG) | 0.1 | $183k | 2.7k | 67.99 |
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| Home Depot (HD) | 0.1 | $182k | 450.00 | 405.19 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $182k | 1.6k | 112.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $181k | 744.00 | 243.10 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $178k | -2% | 1.3k | 139.19 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $177k | 2.7k | 65.00 |
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| Equinix (EQIX) | 0.1 | $174k | 222.00 | 783.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $167k | 906.00 | 183.73 |
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| MetLife (MET) | 0.1 | $161k | 2.0k | 82.37 |
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| Marvell Technology (MRVL) | 0.1 | $152k | 1.8k | 84.07 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $145k | 850.00 | 170.85 |
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| Procter & Gamble Company (PG) | 0.0 | $140k | 912.00 | 153.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $122k | 199.00 | 612.38 |
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| Philip Morris International (PM) | 0.0 | $122k | 750.00 | 162.20 |
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| Stag Industrial (STAG) | 0.0 | $122k | 3.4k | 35.29 |
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| PNC Financial Services (PNC) | 0.0 | $118k | 586.00 | 200.93 |
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| Teck Resources CL B (TECK) | 0.0 | $115k | 2.6k | 43.87 |
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| National Retail Properties (NNN) | 0.0 | $115k | 2.7k | 42.57 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $113k | 233.00 | 485.02 |
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| Nutrien (NTR) | 0.0 | $106k | 1.8k | 58.74 |
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| Albemarle Corporation (ALB) | 0.0 | $102k | 1.3k | 81.08 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $99k | 2.3k | 42.37 |
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| Pepsi (PEP) | 0.0 | $93k | 662.00 | 140.44 |
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| Newmont Mining Corporation (NEM) | 0.0 | $92k | 1.1k | 84.31 |
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| Carlyle Group (CG) | 0.0 | $87k | 1.4k | 62.70 |
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| Boeing Company (BA) | 0.0 | $75k | 346.00 | 215.83 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $73k | 475.00 | 154.23 |
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| General Motors Company (GM) | 0.0 | $64k | 1.1k | 60.97 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $61k | 101.00 | 600.37 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $52k | 336.00 | 155.30 |
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| Coca-Cola Company (KO) | 0.0 | $52k | 777.00 | 66.32 |
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| Chevron Corporation (CVX) | 0.0 | $51k | 330.00 | 155.29 |
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| Lexington Realty Trust (LXP) | 0.0 | $47k | 5.3k | 8.96 |
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| Magna Intl Inc cl a (MGA) | 0.0 | $47k | 981.00 | 47.39 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $42k | 175.00 | 239.66 |
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| ConocoPhillips (COP) | 0.0 | $41k | 437.00 | 94.59 |
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| Walt Disney Company (DIS) | 0.0 | $35k | 308.00 | 114.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $35k | 98.00 | 355.42 |
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| AvalonBay Communities (AVB) | 0.0 | $34k | 178.00 | 193.17 |
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| Cme (CME) | 0.0 | $34k | 125.00 | 270.19 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $31k | 996.00 | 31.42 |
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| Gilead Sciences (GILD) | 0.0 | $31k | 280.00 | 111.00 |
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| Ge Aerospace Com New (GE) | 0.0 | $30k | 100.00 | 300.82 |
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| Emera (EMA) | 0.0 | $28k | 575.00 | 47.98 |
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| American Tower Reit (AMT) | 0.0 | $25k | 131.00 | 192.32 |
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| Eaton Corp SHS (ETN) | 0.0 | $22k | 59.00 | 374.25 |
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| Us Bancorp Del Com New (USB) | 0.0 | $22k | 450.00 | 48.33 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $17k | 250.00 | 66.91 |
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| Udr (UDR) | 0.0 | $17k | 445.00 | 37.26 |
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| TJX Companies (TJX) | 0.0 | $16k | 113.00 | 144.54 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $16k | 252.00 | 64.73 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $16k | 202.00 | 79.93 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $13k | +9% | 322.00 | 41.08 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $12k | 200.00 | 59.69 |
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| American Express Company (AXP) | 0.0 | $11k | 33.00 | 332.15 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $11k | 100.00 | 108.96 |
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| Prologis (PLD) | 0.0 | $9.4k | 82.00 | 114.52 |
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| Simon Property (SPG) | 0.0 | $8.4k | 45.00 | 187.67 |
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| BP Sponsored Adr (BP) | 0.0 | $8.3k | 240.00 | 34.46 |
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| salesforce (CRM) | 0.0 | $7.3k | 31.00 | 237.00 |
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| Boston Scientific Corporation (BSX) | 0.0 | $7.3k | 75.00 | 97.63 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $6.6k | 84.00 | 78.39 |
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| Cummins (CMI) | 0.0 | $6.3k | 15.00 | 422.40 |
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| Illinois Tool Works (ITW) | 0.0 | $6.3k | 24.00 | 260.75 |
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| Vermilion Energy (VET) | 0.0 | $6.2k | 800.00 | 7.81 |
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| South Bow Corp (SOBO) | 0.0 | $6.1k | 217.00 | 28.30 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $6.1k | 145.00 | 42.14 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $6.0k | 17.00 | 352.76 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $5.9k | 50.00 | 118.38 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $5.8k | 58.00 | 100.71 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $5.5k | 100.00 | 55.49 |
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| Mosaic (MOS) | 0.0 | $5.1k | 146.00 | 34.68 |
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| Diageo Spon Adr New (DEO) | 0.0 | $4.4k | 46.00 | 95.43 |
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| Qualcomm (QCOM) | 0.0 | $4.2k | 25.00 | 166.36 |
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| Extra Space Storage (EXR) | 0.0 | $3.4k | 24.00 | 140.96 |
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| Emerson Electric (EMR) | 0.0 | $3.3k | 25.00 | 131.20 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.1k | 49.00 | 64.16 |
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| McKesson Corporation (MCK) | 0.0 | $3.1k | 4.00 | 772.50 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.8k | 20.00 | 137.85 |
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| Progressive Corporation (PGR) | 0.0 | $2.5k | 10.00 | 247.00 |
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| Telus Intl Cda Sub Vtg Shs (TIXT) | 0.0 | $1.8k | 400.00 | 4.46 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.5k | 20.00 | 76.70 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.5k | 25.00 | 59.28 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.4k | 16.00 | 89.06 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $1.4k | 30.00 | 47.20 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.3k | 10.00 | 128.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.1k | 5.00 | 215.80 |
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| Nextera Energy (NEE) | 0.0 | $980.999500 | 13.00 | 75.46 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $792.000000 | 12.00 | 66.00 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $705.999600 | 18.00 | 39.22 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $653.000000 | 2.00 | 326.50 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $592.000000 | 2.00 | 296.00 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $382.000000 | 8.00 | 47.75 |
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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 2025 Q3 filed Oct. 29, 2025
- Gold Investment Management 2025 Q2 filed July 18, 2025
- Gold Investment Management 2025 Q1 filed April 24, 2025
- Gold Investment Management 2024 Q4 filed Feb. 10, 2025
- 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