Gold Investment Management
Latest statistics and disclosures from Gold Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, TSLA, TD, BNS, MSFT, and represent 17.51% of Gold Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BN, CCK, XLK, IEFA, TSLA, UNP, TD, BIP, CP, SLF.
- Started 5 new stock positions in SOLS, UL, CCK, TTE, LXP.
- Reduced shares in these 10 stocks: ORCL, BNS, LLY, XLF, B, SU, WMT, TSM, AMAT, GS.
- Sold out of its positions in Lexington Realty Trust, TIXT, Total, Unilever.
- Gold Investment Management was a net buyer of stock by $4.2M.
- Gold Investment Management has $313M in assets under management (AUM), dropping by 5.26%.
- Central Index Key (CIK): 0002006008
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Download as csvPortfolio Holdings for Gold Investment Management
Gold Investment Management holds 204 positions in its portfolio as reported in the December 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 | 303.89 |
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| Tesla Motors (TSLA) | 3.8 | $12M | 26k | 449.72 |
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| Toronto Dominion Bk Ont Com New (TD) | 3.6 | $11M | 118k | 94.25 |
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| Bk Nova Cad (BNS) | 3.2 | $10M | -5% | 137k | 73.76 |
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| Microsoft Corporation (MSFT) | 3.0 | $9.5M | 20k | 483.62 |
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| Rbc Cad (RY) | 2.6 | $8.0M | 47k | 170.48 |
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| Applied Materials (AMAT) | 2.5 | $8.0M | 31k | 256.99 |
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| Manulife Finl Corp (MFC) | 2.3 | $7.3M | 202k | 36.31 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.2 | $6.9M | +50% | 150k | 45.92 |
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| Suncor Energy (SU) | 2.1 | $6.6M | -3% | 148k | 44.39 |
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| Canadian Pacific Kansas City (CP) | 2.0 | $6.4M | 87k | 73.62 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $6.4M | 20k | 322.22 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.9 | $6.0M | 173k | 34.76 |
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| Canadian Natl Ry (CNI) | 1.7 | $5.4M | 55k | 98.91 |
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| Cibc Cad (CM) | 1.7 | $5.3M | 58k | 90.66 |
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| Union Pacific Corporation (UNP) | 1.6 | $5.0M | +3% | 22k | 231.32 |
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| Granite Real Estate Invt Tr Tr Unit New (GRTUF) | 1.6 | $4.9M | 83k | 59.53 |
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| Bank of America Corporation (BAC) | 1.6 | $4.9M | 89k | 55.00 |
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| Lockheed Martin Corporation (LMT) | 1.5 | $4.7M | 9.8k | 483.67 |
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| CSX Corporation (CSX) | 1.4 | $4.5M | 125k | 36.25 |
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| Wal-Mart Stores (WMT) | 1.4 | $4.5M | -4% | 40k | 111.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $4.4M | +19% | 49k | 89.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $4.2M | 67k | 62.47 |
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| Fortis (FTS) | 1.3 | $4.2M | +2% | 80k | 51.99 |
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| Johnson & Johnson (JNJ) | 1.3 | $4.1M | +2% | 20k | 206.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $4.1M | 6.0k | 681.86 |
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| Toyota Motor Corp Ads (TM) | 1.2 | $3.8M | 18k | 214.06 |
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| Nasdaq Omx (NDAQ) | 1.2 | $3.8M | 39k | 97.13 |
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| Goldman Sachs (GS) | 1.2 | $3.7M | -2% | 4.2k | 879.00 |
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| General Dynamics Corporation (GD) | 1.2 | $3.7M | +2% | 11k | 336.66 |
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| Ishares Msci Emrg Chn (EMXC) | 1.2 | $3.7M | 51k | 72.68 |
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| Enbridge (ENB) | 1.2 | $3.7M | +2% | 77k | 47.85 |
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| Bce Com New (BCE) | 1.1 | $3.6M | +2% | 149k | 23.85 |
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| Cisco Systems (CSCO) | 1.1 | $3.3M | 43k | 77.03 |
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| Canadian Natural Resources (CNQ) | 1.0 | $3.3M | 97k | 33.87 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $3.2M | +2% | 5.7k | 570.88 |
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| Medtronic SHS (MDT) | 1.0 | $3.2M | 34k | 96.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $3.2M | 42k | 75.44 |
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| Realty Income (O) | 1.0 | $3.1M | -2% | 55k | 56.37 |
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| Amazon (AMZN) | 1.0 | $3.1M | 13k | 230.82 |
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| Markel Corporation (MKL) | 1.0 | $3.0M | +2% | 1.4k | 2149.65 |
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| Bank Of Montreal Cadcom (BMO) | 0.9 | $3.0M | 23k | 129.87 |
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| Citigroup Com New (C) | 0.9 | $3.0M | 25k | 116.69 |
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| Norfolk Southern (NSC) | 0.9 | $2.9M | +2% | 10k | 288.72 |
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| Sun Life Financial (SLF) | 0.9 | $2.8M | +4% | 45k | 62.43 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.9 | $2.8M | +3% | 102k | 27.02 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.8 | $2.6M | +3% | 50k | 52.39 |
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| Blackrock (BLK) | 0.8 | $2.6M | 2.4k | 1070.34 |
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| Broadcom (AVGO) | 0.8 | $2.6M | 7.5k | 346.10 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.6M | -17% | 2.4k | 1074.68 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $2.5M | 15k | 171.18 |
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| Imperial Oil Com New (IMO) | 0.8 | $2.5M | 28k | 86.40 |
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| Digital Realty Trust (DLR) | 0.7 | $2.3M | 15k | 154.71 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $2.2M | +96% | 15k | 143.96 |
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| Oracle Corporation (ORCL) | 0.7 | $2.2M | -25% | 11k | 194.91 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $2.1M | 1.9k | 1069.86 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $2.0M | 6.5k | 301.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | 3.8k | 502.65 |
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| Abbvie (ABBV) | 0.6 | $1.8M | 8.1k | 228.49 |
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| Invesco SHS (IVZ) | 0.6 | $1.8M | -2% | 67k | 26.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.8M | 5.6k | 313.80 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.5 | $1.7M | +4% | 108k | 15.59 |
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| Merck & Co (MRK) | 0.5 | $1.7M | 16k | 105.26 |
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| Visa Com Cl A (V) | 0.5 | $1.6M | 4.6k | 350.71 |
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| Brookfield Business Partners Unit Ltd L P (BBU) | 0.5 | $1.6M | 45k | 35.39 |
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| Kla Corp Com New (KLAC) | 0.5 | $1.5M | 1.3k | 1215.08 |
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| Telus Ord (TU) | 0.5 | $1.5M | 113k | 13.18 |
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| Mid-America Apartment (MAA) | 0.5 | $1.5M | +5% | 11k | 138.91 |
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| Pfizer (PFE) | 0.4 | $1.4M | +2% | 55k | 24.90 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $1.3M | 2.3k | 570.21 |
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| Abbott Laboratories (ABT) | 0.4 | $1.3M | 10k | 125.29 |
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| Apple (AAPL) | 0.4 | $1.3M | 4.8k | 271.86 |
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| Crown Holdings (CCK) | 0.4 | $1.2M | NEW | 12k | 102.97 |
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| Ventas (VTR) | 0.4 | $1.2M | -3% | 16k | 77.38 |
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| Omni (OMC) | 0.4 | $1.1M | -4% | 14k | 80.75 |
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| Rogers Communications CL B (RCI) | 0.4 | $1.1M | 30k | 37.75 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.1M | 5.2k | 214.16 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.1M | 20k | 53.76 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.0M | 5.5k | 186.50 |
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| Franklin Resources (BEN) | 0.3 | $977k | -2% | 41k | 23.89 |
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| Select Sector Spdr Tr Financial (XLF) | 0.3 | $884k | -37% | 16k | 54.77 |
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| Honeywell International (HON) | 0.3 | $864k | 4.4k | 195.09 |
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| Agnico (AEM) | 0.3 | $814k | 4.8k | 169.59 |
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| Bristol Myers Squibb (BMY) | 0.2 | $677k | 13k | 53.94 |
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| Tfii Cn (TFII) | 0.2 | $651k | 6.3k | 103.37 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $620k | 3.4k | 183.40 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.2 | $614k | -2% | 9.1k | 67.23 |
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| Waste Connections (WCN) | 0.2 | $578k | 3.3k | 175.39 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $559k | 2.7k | 207.29 |
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| Tc Energy Corp (TRP) | 0.2 | $549k | +2% | 10k | 55.07 |
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| L3harris Technologies (LHX) | 0.2 | $510k | 1.7k | 293.57 |
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| Public Storage (PSA) | 0.2 | $475k | -5% | 1.8k | 259.50 |
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| Welltower Inc Com reit (WELL) | 0.1 | $459k | 2.5k | 185.61 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $421k | 11k | 38.10 |
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| Meta Platforms Cl A (META) | 0.1 | $382k | 578.00 | 660.09 |
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| Cameco Corporation (CCJ) | 0.1 | $379k | 4.1k | 91.57 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $370k | +3% | 12k | 30.44 |
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| Cenovus Energy (CVE) | 0.1 | $338k | 20k | 16.92 |
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| Morgan Stanley Com New (MS) | 0.1 | $330k | 1.9k | 177.53 |
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| Stantec (STN) | 0.1 | $322k | 3.4k | 94.37 |
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| Amgen (AMGN) | 0.1 | $309k | 945.00 | 327.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $299k | 3.4k | 88.46 |
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| 3M Company (MMM) | 0.1 | $282k | 1.8k | 160.10 |
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| Costco Wholesale Corporation (COST) | 0.1 | $280k | 325.00 | 862.34 |
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| Teradyne (TER) | 0.1 | $275k | 1.4k | 193.56 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $246k | 3.7k | 66.00 |
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| McDonald's Corporation (MCD) | 0.1 | $238k | -6% | 778.00 | 305.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $233k | 744.00 | 313.00 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $233k | 2.0k | 117.57 |
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| Becton, Dickinson and (BDX) | 0.1 | $223k | 1.1k | 194.07 |
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| Linde SHS (LIN) | 0.1 | $211k | 495.00 | 426.39 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $199k | 1.3k | 154.81 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $195k | 1.6k | 120.34 |
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| Albemarle Corporation (ALB) | 0.1 | $178k | 1.3k | 141.44 |
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| West Fraser Timb (WFG) | 0.1 | $165k | 2.7k | 61.18 |
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| Equinix (EQIX) | 0.1 | $162k | -4% | 212.00 | 766.16 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $157k | 906.00 | 173.49 |
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| Home Depot (HD) | 0.0 | $155k | 450.00 | 344.10 |
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| MetLife (MET) | 0.0 | $155k | 2.0k | 78.94 |
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| Marvell Technology (MRVL) | 0.0 | $154k | 1.8k | 84.98 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $150k | 2.3k | 64.42 |
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| Barrick Mining Corp (B) | 0.0 | $136k | -78% | 3.1k | 43.56 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $135k | 2.7k | 49.65 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $135k | 233.00 | 579.45 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $131k | 850.00 | 154.14 |
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| Procter & Gamble Company (PG) | 0.0 | $131k | 914.00 | 143.31 |
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| Teck Resources CL B (TECK) | 0.0 | $125k | 2.6k | 47.88 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $125k | 199.00 | 627.13 |
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| PNC Financial Services (PNC) | 0.0 | $122k | 586.00 | 208.73 |
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| Stag Industrial (STAG) | 0.0 | $121k | -4% | 3.3k | 36.76 |
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| Philip Morris International (PM) | 0.0 | $120k | 750.00 | 160.40 |
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| Nutrien (NTR) | 0.0 | $115k | +3% | 1.9k | 61.73 |
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| Newmont Mining Corporation (NEM) | 0.0 | $109k | 1.1k | 99.85 |
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| National Retail Properties (NNN) | 0.0 | $103k | -3% | 2.6k | 39.63 |
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| Pepsi (PEP) | 0.0 | $96k | 667.00 | 143.52 |
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| General Motors Company (GM) | 0.0 | $85k | 1.1k | 81.32 |
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| Carlyle Group (CG) | 0.0 | $82k | 1.4k | 59.11 |
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| Boeing Company (BA) | 0.0 | $75k | 346.00 | 217.12 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $74k | 475.00 | 155.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $62k | 101.00 | 614.31 |
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| Coca-Cola Company (KO) | 0.0 | $55k | 785.00 | 69.91 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $54k | NEW | 1.1k | 48.58 |
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| LXP Industrial Trust (LXP) | 0.0 | $53k | NEW | 1.1k | 49.58 |
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| Magna Intl Inc cl a (MGA) | 0.0 | $53k | 989.00 | 53.31 |
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| Chevron Corporation (CVX) | 0.0 | $50k | 330.00 | 152.41 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $42k | +100% | 350.00 | 119.43 |
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| ConocoPhillips (COP) | 0.0 | $41k | 437.00 | 93.61 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $40k | -9% | 305.00 | 131.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $39k | 98.00 | 396.30 |
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| Walt Disney Company (DIS) | 0.0 | $35k | 308.00 | 113.77 |
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| Gilead Sciences (GILD) | 0.0 | $34k | 280.00 | 122.74 |
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| Cme (CME) | 0.0 | $34k | 125.00 | 273.08 |
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| Ge Aerospace Com New (GE) | 0.0 | $31k | 100.00 | 308.03 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $30k | 996.00 | 29.89 |
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| AvalonBay Communities (AVB) | 0.0 | $29k | -11% | 157.00 | 181.31 |
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| Emera (EMA) | 0.0 | $28k | 575.00 | 49.28 |
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| Us Bancorp Del Com New (USB) | 0.0 | $24k | 450.00 | 53.36 |
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| American Tower Reit (AMT) | 0.0 | $23k | 131.00 | 175.57 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $20k | +36% | 441.00 | 45.40 |
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| Eaton Corp SHS (ETN) | 0.0 | $19k | 59.00 | 318.51 |
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| TJX Companies (TJX) | 0.0 | $17k | 113.00 | 153.61 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $17k | 250.00 | 68.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $16k | 202.00 | 79.73 |
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| Totalenergies Se Act (TTE) | 0.0 | $13k | NEW | 200.00 | 65.42 |
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| Udr (UDR) | 0.0 | $13k | -21% | 349.00 | 36.68 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $12k | -21% | 197.00 | 63.04 |
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| American Express Company (AXP) | 0.0 | $12k | 33.00 | 369.94 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $12k | 100.00 | 116.09 |
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| Prologis (PLD) | 0.0 | $11k | 82.00 | 127.66 |
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| BP Sponsored Adr (BP) | 0.0 | $8.4k | 242.00 | 34.73 |
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| Simon Property (SPG) | 0.0 | $8.3k | 45.00 | 185.11 |
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| salesforce (CRM) | 0.0 | $8.2k | 31.00 | 264.90 |
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| Cummins (CMI) | 0.0 | $7.7k | 15.00 | 510.47 |
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| Boston Scientific Corporation (BSX) | 0.0 | $7.2k | 75.00 | 95.35 |
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| Vermilion Energy (VET) | 0.0 | $6.7k | 800.00 | 8.32 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $6.5k | 84.00 | 77.70 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $6.0k | 17.00 | 350.00 |
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| Illinois Tool Works (ITW) | 0.0 | $5.9k | 24.00 | 246.29 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $5.9k | 50.00 | 117.72 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $5.9k | 145.00 | 40.35 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $5.8k | 58.00 | 100.38 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $5.1k | 100.00 | 50.88 |
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| South Bow Corp (SOBO) | 0.0 | $4.8k | -18% | 176.00 | 27.51 |
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| Qualcomm (QCOM) | 0.0 | $4.3k | 25.00 | 171.04 |
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| Diageo Spon Adr New (DEO) | 0.0 | $4.0k | 46.00 | 86.26 |
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| Mosaic (MOS) | 0.0 | $3.5k | 146.00 | 24.09 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.3k | 49.00 | 68.24 |
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| Emerson Electric (EMR) | 0.0 | $3.3k | 25.00 | 132.72 |
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| McKesson Corporation (MCK) | 0.0 | $3.3k | 4.00 | 820.25 |
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| Extra Space Storage (EXR) | 0.0 | $3.1k | 24.00 | 130.21 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.8k | 20.00 | 141.05 |
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| Progressive Corporation (PGR) | 0.0 | $2.3k | 10.00 | 227.70 |
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| Astrazeneca Sponsored Adr | 0.0 | $1.8k | 20.00 | 91.95 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.5k | 16.00 | 92.38 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $1.5k | 30.00 | 48.47 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.4k | 10.00 | 137.90 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.4k | NEW | 21.00 | 65.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.1k | 5.00 | 219.80 |
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| Nextera Energy (NEE) | 0.0 | $1.0k | 13.00 | 80.31 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $960.000000 | 12.00 | 80.00 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $914.000400 | 18.00 | 50.78 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $720.000000 | 2.00 | 360.00 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $598.000000 | 2.00 | 299.00 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $367.000000 | 8.00 | 45.88 |
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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 Q4 filed Jan. 28, 2026
- 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