Gold Investment Management
Latest statistics and disclosures from Gold Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, TD, AMAT, SU, BNS, and represent 17.02% of Gold Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BBUC, IEFA, VCSH, BCE, EMXC, CNI, BIP, CP, MSFT, TU.
- Started 2 new stock positions in BBUC, AZN.
- Reduced shares in these 10 stocks: TSLA, Brookfield Business Partners unit, NVDA, , SOLS, GLD, VXUS, BSX, VWO, AstraZeneca.
- Sold out of its positions in AstraZeneca, BSX, SLV, SOLS, Brookfield Business Partners unit.
- Gold Investment Management was a net buyer of stock by $2.1M.
- Gold Investment Management has $323M in assets under management (AUM), dropping by 3.08%.
- Central Index Key (CIK): 0002006008
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Portfolio Holdings for Gold Investment Management
Gold Investment Management holds 201 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.3 | $14M | 41k | 337.95 |
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| Toronto Dominion Bk Ont Com New (TD) | 3.4 | $11M | 119k | 93.30 |
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| Applied Materials (AMAT) | 3.3 | $11M | 31k | 341.79 |
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| Suncor Energy (SU) | 3.1 | $9.9M | 150k | 66.08 |
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| Bk Nova Cad (BNS) | 3.0 | $9.6M | 139k | 69.28 |
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| Tesla Motors (TSLA) | 2.4 | $7.8M | -19% | 21k | 371.75 |
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| Rbc Cad (RY) | 2.4 | $7.7M | 48k | 161.49 |
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| Microsoft Corporation (MSFT) | 2.3 | $7.4M | 20k | 370.17 |
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| Manulife Finl Corp (MFC) | 2.2 | $7.1M | 205k | 34.41 |
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| Canadian Pacific Kansas City (CP) | 2.2 | $7.0M | +2% | 89k | 78.61 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 2.0 | $6.4M | +2% | 177k | 36.04 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.9 | $6.2M | 152k | 40.48 |
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| Lockheed Martin Corporation (LMT) | 1.9 | $6.0M | 9.9k | 604.39 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $5.9M | 20k | 294.16 |
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| Canadian Natl Ry (CNI) | 1.8 | $5.8M | +2% | 56k | 102.82 |
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| Cibc Cad (CM) | 1.7 | $5.5M | 58k | 94.68 |
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| Union Pacific Corporation (UNP) | 1.6 | $5.3M | 22k | 242.62 |
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| CSX Corporation (CSX) | 1.6 | $5.2M | 126k | 41.05 |
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| Wal-Mart Stores (WMT) | 1.6 | $5.1M | 41k | 124.28 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $5.0M | +13% | 56k | 90.53 |
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| Granite Real Estate Invt Tr Tr Unit New (GRTUF) | 1.5 | $4.9M | 83k | 58.74 |
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| Johnson & Johnson (JNJ) | 1.5 | $4.9M | 20k | 244.44 |
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| Canadian Natural Resources (CNQ) | 1.5 | $4.8M | 98k | 48.73 |
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| Fortis (FTS) | 1.4 | $4.5M | 81k | 55.73 |
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| Bank of America Corporation (BAC) | 1.3 | $4.3M | 89k | 48.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $4.3M | 67k | 64.08 |
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| Enbridge (ENB) | 1.3 | $4.2M | 78k | 54.15 |
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| Ishares Msci Emrg Chn (EMXC) | 1.3 | $4.2M | +4% | 53k | 78.66 |
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| Bce Com New (BCE) | 1.2 | $4.0M | +5% | 158k | 25.21 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.9M | 6.0k | 650.28 |
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| General Dynamics Corporation (GD) | 1.2 | $3.8M | 11k | 343.22 |
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| Imperial Oil Com New (IMO) | 1.2 | $3.7M | 29k | 130.85 |
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| Toyota Motor Corp Ads (TM) | 1.1 | $3.7M | 18k | 206.09 |
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| Goldman Sachs (GS) | 1.1 | $3.6M | 4.3k | 845.99 |
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| Realty Income (O) | 1.1 | $3.4M | 56k | 61.18 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 1.1 | $3.4M | +2% | 105k | 32.59 |
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| Cisco Systems (CSCO) | 1.0 | $3.4M | 43k | 77.58 |
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| Nasdaq Omx (NDAQ) | 1.0 | $3.4M | 40k | 84.89 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $3.3M | 42k | 77.11 |
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| Lam Research Corp Com New (LRCX) | 1.0 | $3.1M | 15k | 213.66 |
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| Bank Of Montreal Cadcom (BMO) | 1.0 | $3.1M | 23k | 135.31 |
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| Medtronic SHS (MDT) | 0.9 | $3.0M | +2% | 34k | 86.65 |
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| Norfolk Southern (NSC) | 0.9 | $3.0M | 10k | 287.00 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.9M | +2% | 5.8k | 499.66 |
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| Citigroup Com New (C) | 0.9 | $2.9M | 25k | 113.41 |
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| Sun Life Financial (SLF) | 0.9 | $2.9M | +2% | 46k | 62.59 |
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| Amazon (AMZN) | 0.9 | $2.8M | 13k | 208.29 |
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| Digital Realty Trust (DLR) | 0.9 | $2.8M | +2% | 15k | 180.21 |
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| Markel Corporation (MKL) | 0.8 | $2.7M | +2% | 1.4k | 1914.07 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $2.5M | 1.9k | 1321.07 |
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| Blackrock (BLK) | 0.7 | $2.4M | +2% | 2.5k | 961.71 |
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| Broadcom (AVGO) | 0.7 | $2.3M | 7.5k | 309.60 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.7 | $2.3M | +2% | 52k | 44.42 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.7 | $2.2M | +3% | 6.7k | 328.66 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.2M | 2.4k | 919.77 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $2.1M | +4% | 16k | 132.93 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.6 | $2.1M | +2% | 111k | 18.52 |
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| Merck & Co (MRK) | 0.6 | $1.9M | 16k | 120.29 |
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| Kla Corp Com New (KLAC) | 0.6 | $1.9M | 1.3k | 1472.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.8M | 3.8k | 479.20 |
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| Abbvie (ABBV) | 0.5 | $1.8M | 8.1k | 217.49 |
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| Invesco SHS (IVZ) | 0.5 | $1.7M | +2% | 69k | 24.29 |
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| Oracle Corporation (ORCL) | 0.5 | $1.7M | 11k | 147.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.6M | 5.6k | 286.88 |
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| Telus Ord (TU) | 0.5 | $1.6M | +9% | 124k | 12.84 |
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| Pfizer (PFE) | 0.5 | $1.6M | 57k | 28.08 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $1.6M | 2.3k | 682.24 |
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| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.5 | $1.5M | NEW | 47k | 31.51 |
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| Visa Com Cl A (V) | 0.4 | $1.4M | 4.6k | 302.24 |
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| Mid-America Apartment (MAA) | 0.4 | $1.3M | +2% | 11k | 122.12 |
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| Ventas (VTR) | 0.4 | $1.3M | 16k | 81.78 |
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| Crown Holdings (CCK) | 0.4 | $1.3M | +3% | 13k | 100.25 |
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| Apple (AAPL) | 0.4 | $1.2M | 4.8k | 253.79 |
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| Rogers Communications CL B (RCI) | 0.4 | $1.2M | 30k | 38.42 |
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| Omni (OMC) | 0.3 | $1.1M | +5% | 15k | 75.31 |
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| Abbott Laboratories (ABT) | 0.3 | $1.1M | 11k | 102.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.1M | 20k | 54.06 |
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| Advanced Micro Devices (AMD) | 0.3 | $1.1M | 5.2k | 203.43 |
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| Franklin Resources (BEN) | 0.3 | $1.0M | +5% | 43k | 23.62 |
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| Honeywell International (HON) | 0.3 | $1.0M | 4.4k | 226.03 |
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| Agnico (AEM) | 0.3 | $975k | 4.8k | 202.78 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $797k | 16k | 49.38 |
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| Bristol Myers Squibb (BMY) | 0.2 | $761k | 13k | 60.65 |
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| Tfii Cn (TFII) | 0.2 | $685k | 6.3k | 108.74 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $668k | 2.7k | 247.36 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $652k | 3.4k | 192.90 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.2 | $639k | 9.2k | 69.75 |
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| Tc Energy Corp (TRP) | 0.2 | $631k | 10k | 62.56 |
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| L3harris Technologies (LHX) | 0.2 | $600k | 1.7k | 345.15 |
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| Cenovus Energy (CVE) | 0.2 | $562k | +6% | 21k | 26.51 |
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| Waste Connections (WCN) | 0.2 | $535k | 3.3k | 162.31 |
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| NVIDIA Corporation (NVDA) | 0.2 | $516k | -45% | 3.0k | 174.40 |
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| Public Storage (PSA) | 0.2 | $500k | 1.8k | 270.88 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $494k | 11k | 44.72 |
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| Welltower Inc Com reit (WELL) | 0.2 | $488k | 2.5k | 197.71 |
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| Cameco Corporation (CCJ) | 0.1 | $450k | 4.1k | 108.64 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $443k | +2% | 13k | 35.52 |
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| Teradyne (TER) | 0.1 | $422k | 1.4k | 296.46 |
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| Amgen (AMGN) | 0.1 | $333k | 945.00 | 351.85 |
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| Meta Platforms Cl A (META) | 0.1 | $331k | 578.00 | 572.13 |
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| Costco Wholesale Corporation (COST) | 0.1 | $324k | 325.00 | 996.43 |
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| Morgan Stanley Com New (MS) | 0.1 | $305k | 1.9k | 164.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $302k | 3.4k | 88.69 |
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| Stantec (STN) | 0.1 | $294k | 3.4k | 86.36 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $277k | 1.6k | 169.66 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $275k | +1618% | 3.5k | 79.27 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $260k | 2.0k | 131.13 |
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| 3M Company (MMM) | 0.1 | $256k | 1.8k | 145.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $252k | 3.7k | 67.53 |
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| Linde SHS (LIN) | 0.1 | $245k | 495.00 | 495.76 |
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| McDonald's Corporation (MCD) | 0.1 | $243k | 781.00 | 310.79 |
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| Albemarle Corporation (ALB) | 0.1 | $226k | 1.3k | 179.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $214k | 744.00 | 287.56 |
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| Equinix (EQIX) | 0.1 | $208k | 212.00 | 980.24 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $188k | 1.3k | 146.54 |
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| Becton, Dickinson and (BDX) | 0.1 | $180k | 1.1k | 157.23 |
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| Marvell Technology (MRVL) | 0.1 | $179k | 1.8k | 99.05 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $176k | 906.00 | 194.14 |
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| West Fraser Timb (WFG) | 0.1 | $176k | 2.7k | 65.25 |
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| Home Depot (HD) | 0.0 | $148k | 450.00 | 328.89 |
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| Nutrien (NTR) | 0.0 | $143k | 1.9k | 75.41 |
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| MetLife (MET) | 0.0 | $139k | 2.0k | 70.72 |
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| Teck Resources CL B (TECK) | 0.0 | $135k | 2.6k | 51.78 |
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| Procter & Gamble Company (PG) | 0.0 | $132k | 916.00 | 144.44 |
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| Barrick Mining Corp (B) | 0.0 | $128k | 3.1k | 40.83 |
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| Philip Morris International (PM) | 0.0 | $124k | 750.00 | 165.34 |
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| PNC Financial Services (PNC) | 0.0 | $122k | 586.00 | 208.09 |
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| Stag Industrial (STAG) | 0.0 | $119k | 3.3k | 36.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $119k | 199.00 | 597.55 |
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| Newmont Mining Corporation (NEM) | 0.0 | $118k | 1.1k | 108.25 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $115k | 233.00 | 491.53 |
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| National Retail Properties (NNN) | 0.0 | $110k | 2.6k | 42.03 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $105k | 2.7k | 38.42 |
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| Pepsi (PEP) | 0.0 | $104k | 672.00 | 155.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $98k | 850.00 | 114.99 |
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| General Motors Company (GM) | 0.0 | $78k | 1.1k | 74.50 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $77k | 475.00 | 161.73 |
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| Boeing Company (BA) | 0.0 | $69k | 346.00 | 199.03 |
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| Chevron Corporation (CVX) | 0.0 | $68k | 330.00 | 206.90 |
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| Carlyle Group (CG) | 0.0 | $67k | 1.4k | 48.39 |
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| Coca-Cola Company (KO) | 0.0 | $60k | 783.00 | 76.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $58k | 101.00 | 577.18 |
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| ConocoPhillips (COP) | 0.0 | $58k | 437.00 | 132.00 |
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| Magna Intl Inc cl a (MGA) | 0.0 | $56k | 996.00 | 55.79 |
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| LXP Industrial Trust (LXP) | 0.0 | $49k | 1.1k | 46.26 |
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| Gilead Sciences (GILD) | 0.0 | $39k | 280.00 | 139.37 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $38k | 350.00 | 108.91 |
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| Cme (CME) | 0.0 | $37k | 125.00 | 295.35 |
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| Emera (EMA) | 0.0 | $30k | 575.00 | 51.78 |
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| Walt Disney Company (DIS) | 0.0 | $30k | 308.00 | 96.38 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $29k | 996.00 | 28.71 |
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| Ge Aerospace Com New (GE) | 0.0 | $28k | 100.00 | 283.77 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $28k | 306.00 | 90.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $26k | -38% | 60.00 | 430.23 |
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| AvalonBay Communities (AVB) | 0.0 | $26k | 157.00 | 163.35 |
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| Us Bancorp Del Com New (USB) | 0.0 | $23k | 450.00 | 52.01 |
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| American Tower Reit (AMT) | 0.0 | $23k | 131.00 | 172.58 |
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| Eaton Corp SHS (ETN) | 0.0 | $21k | 59.00 | 357.68 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $19k | +8% | 478.00 | 39.47 |
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| Totalenergies Se Act (TTE) | 0.0 | $18k | 200.00 | 90.98 |
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| TJX Companies (TJX) | 0.0 | $18k | 113.00 | 159.70 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $13k | 250.00 | 50.44 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $12k | 100.00 | 118.63 |
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| Udr (UDR) | 0.0 | $12k | 349.00 | 33.78 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $12k | 197.00 | 59.15 |
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| BP Sponsored Adr (BP) | 0.0 | $11k | 242.00 | 47.00 |
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| Vermilion Energy (VET) | 0.0 | $11k | 800.00 | 13.77 |
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| Prologis (PLD) | 0.0 | $11k | 82.00 | 132.18 |
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| American Express Company (AXP) | 0.0 | $10k | 33.00 | 302.48 |
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| Simon Property (SPG) | 0.0 | $8.4k | 45.00 | 186.53 |
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| Cummins (CMI) | 0.0 | $8.1k | 15.00 | 538.00 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $6.9k | 84.00 | 81.96 |
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| Illinois Tool Works (ITW) | 0.0 | $6.2k | 24.00 | 260.29 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $5.9k | 59.00 | 100.66 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $5.9k | 145.00 | 40.83 |
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| South Bow Corp (SOBO) | 0.0 | $5.8k | 176.00 | 33.23 |
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| salesforce (CRM) | 0.0 | $5.8k | 31.00 | 186.68 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $5.5k | 50.00 | 110.86 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $4.1k | 17.00 | 243.06 |
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| Mosaic (MOS) | 0.0 | $3.7k | 146.00 | 25.50 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $3.7k | 100.00 | 36.75 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.6k | 49.00 | 73.92 |
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| McKesson Corporation (MCK) | 0.0 | $3.5k | 4.00 | 865.25 |
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| Diageo Spon Adr New (DEO) | 0.0 | $3.4k | 46.00 | 74.46 |
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| Emerson Electric (EMR) | 0.0 | $3.3k | 25.00 | 131.04 |
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| Qualcomm (QCOM) | 0.0 | $3.2k | 25.00 | 128.80 |
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| Extra Space Storage (EXR) | 0.0 | $3.1k | 24.00 | 131.12 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.8k | 20.00 | 138.30 |
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| Progressive Corporation (PGR) | 0.0 | $2.0k | 10.00 | 198.20 |
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| Astrazeneca Ord (AZN) | 0.0 | $2.0k | NEW | 10.00 | 197.20 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.5k | 10.00 | 152.80 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $1.4k | 30.00 | 48.17 |
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| Nextera Energy (NEE) | 0.0 | $1.2k | 13.00 | 92.85 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.2k | 21.00 | 56.95 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.2k | 16.00 | 73.06 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $1.1k | 12.00 | 93.25 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.1k | 5.00 | 215.00 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $1.1k | 18.00 | 58.78 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $767.000000 | 2.00 | 383.50 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $624.000000 | 2.00 | 312.00 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $399.999600 | +12% | 9.00 | 44.44 |
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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 2026 Q1 filed April 22, 2026
- 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