Gold Investment Management
Latest statistics and disclosures from Gold Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, TSM, TD, BNS, RY, and represent 20.96% of Gold Investment Management's stock portfolio.
- Added to shares of these 10 stocks: KLAC, TSLA, IEFA, HON, HONA, BCE, BIP, ABT, CCK, BEP.
- Started 6 new stock positions in HONA, OVV, HON, TRI, SHLD, IAU.
- Reduced shares in these 10 stocks: GRTUF, Honeywell International, AMAT, SU, LRCX, VXUS, AMD, TSM, BBUC, TER.
- Sold out of its positions in EQR, GRTUF, Honeywell International, Thomson Reuters Corp., UDR.
- Gold Investment Management was a net seller of stock by $-3.4M.
- Gold Investment Management has $369M in assets under management (AUM), dropping by 14.22%.
- Central Index Key (CIK): 0002006008
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Download as csvPortfolio Holdings for Gold Investment Management
Gold Investment Management holds 202 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 5.9 | $22M | -2% | 30k | 723.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.2 | $19M | 40k | 477.57 |
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| Toronto Dominion Bk Ont Com New (TD) | 3.9 | $15M | 119k | 121.53 |
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| Bk Nova Cad (BNS) | 3.3 | $12M | 139k | 86.88 |
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| Rbc Cad (RY) | 2.7 | $9.8M | 47k | 206.98 |
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| Tesla Motors (TSLA) | 2.6 | $9.5M | +8% | 23k | 420.60 |
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| Manulife Finl Corp (MFC) | 2.3 | $8.3M | 205k | 40.54 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 2.1 | $7.8M | 180k | 43.17 |
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| Canadian Pacific Kansas City (CP) | 2.1 | $7.7M | 89k | 86.66 |
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| Suncor Energy (SU) | 2.1 | $7.6M | -5% | 142k | 53.77 |
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| Microsoft Corporation (MSFT) | 2.0 | $7.5M | 20k | 373.02 |
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| Canadian Natl Ry (CNI) | 1.8 | $6.8M | 57k | 119.28 |
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| Cibc Cad (CM) | 1.8 | $6.6M | 58k | 115.10 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $6.5M | 20k | 327.33 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $6.5M | 152k | 42.65 |
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| Lam Research Corp Com New (LRCX) | 1.6 | $6.0M | -5% | 14k | 433.33 |
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| Union Pacific Corporation (UNP) | 1.6 | $6.0M | 22k | 272.00 |
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| CSX Corporation (CSX) | 1.6 | $6.0M | 126k | 47.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $5.9M | +10% | 62k | 96.58 |
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| Ishares Msci Emrg Chn (EMXC) | 1.5 | $5.5M | 53k | 102.30 |
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| Bank of America Corporation (BAC) | 1.4 | $5.1M | 89k | 56.98 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $5.1M | 9.9k | 509.46 |
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| Johnson & Johnson (JNJ) | 1.4 | $5.1M | 20k | 253.97 |
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| Cisco Systems (CSCO) | 1.3 | $4.9M | -2% | 42k | 117.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $4.7M | 66k | 71.25 |
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| Fortis (FTS) | 1.3 | $4.7M | 82k | 57.26 |
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| Wal-Mart Stores (WMT) | 1.3 | $4.7M | 41k | 113.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $4.3M | -2% | 5.8k | 746.32 |
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| Goldman Sachs (GS) | 1.2 | $4.3M | 4.2k | 1011.37 |
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| Enbridge (ENB) | 1.2 | $4.2M | 78k | 54.20 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.1 | $4.2M | -2% | 6.6k | 640.76 |
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| Bank Of Montreal Cadcom (BMO) | 1.1 | $4.1M | 23k | 176.66 |
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| General Dynamics Corporation (GD) | 1.1 | $3.9M | 11k | 354.24 |
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| Canadian Natural Resources (CNQ) | 1.1 | $3.9M | 98k | 39.55 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $3.7M | -2% | 1.9k | 1989.44 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 1.0 | $3.7M | +2% | 107k | 34.66 |
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| Sun Life Financial (SLF) | 1.0 | $3.6M | 46k | 78.48 |
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| Citigroup Com New (C) | 1.0 | $3.6M | 25k | 139.96 |
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| Kla Corp Com New (KLAC) | 1.0 | $3.6M | +837% | 12k | 301.71 |
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| Bce Com New (BCE) | 1.0 | $3.5M | +4% | 165k | 21.53 |
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| Realty Income (O) | 0.9 | $3.4M | -2% | 55k | 61.96 |
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| Norfolk Southern (NSC) | 0.9 | $3.3M | 11k | 314.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $3.3M | -9% | 38k | 85.49 |
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| Imperial Oil Com New (IMO) | 0.9 | $3.2M | 28k | 112.24 |
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| Nasdaq Omx (NDAQ) | 0.9 | $3.2M | 40k | 78.82 |
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| Amazon (AMZN) | 0.9 | $3.1M | 13k | 238.34 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $3.1M | 5.9k | 513.60 |
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| Toyota Motor Corp Ads (TM) | 0.8 | $3.0M | 18k | 168.42 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $3.0M | -2% | 16k | 190.38 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.9M | 2.4k | 1199.43 |
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| Markel Corporation (MKL) | 0.8 | $2.8M | 1.4k | 1953.01 |
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| Advanced Micro Devices (AMD) | 0.8 | $2.8M | -7% | 4.8k | 580.91 |
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| Digital Realty Trust (DLR) | 0.8 | $2.8M | 16k | 179.58 |
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| Broadcom (AVGO) | 0.7 | $2.7M | -4% | 7.2k | 377.75 |
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| Medtronic SHS (MDT) | 0.7 | $2.6M | -2% | 33k | 78.23 |
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| Blackrock (BLK) | 0.7 | $2.4M | 2.5k | 961.56 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.6 | $2.3M | 52k | 44.84 |
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| Merck & Co (MRK) | 0.6 | $2.1M | +2% | 17k | 128.50 |
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| Abbvie (ABBV) | 0.5 | $2.0M | 8.0k | 251.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.0M | 5.6k | 353.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.9M | 3.8k | 500.39 |
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| Invesco SHS (IVZ) | 0.5 | $1.8M | 68k | 26.39 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.5 | $1.7M | -4% | 106k | 16.03 |
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| Oracle Corporation (ORCL) | 0.4 | $1.6M | -3% | 11k | 146.55 |
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| Visa Com Cl A (V) | 0.4 | $1.6M | 4.6k | 343.09 |
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| Mid-America Apartment (MAA) | 0.4 | $1.5M | 11k | 138.94 |
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| Crown Holdings (CCK) | 0.4 | $1.5M | +6% | 13k | 111.82 |
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| Franklin Resources (BEN) | 0.4 | $1.5M | +3% | 45k | 33.27 |
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| Telus Ord (TU) | 0.4 | $1.4M | +5% | 132k | 10.57 |
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| Apple (AAPL) | 0.4 | $1.4M | 4.8k | 289.36 |
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| Pfizer (PFE) | 0.4 | $1.4M | +2% | 58k | 24.08 |
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| Ventas (VTR) | 0.4 | $1.4M | -2% | 15k | 88.80 |
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| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.3 | $1.2M | -12% | 41k | 30.17 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $1.2M | 2.3k | 509.31 |
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| Omni (OMC) | 0.3 | $1.1M | +4% | 16k | 72.83 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.1M | -6% | 19k | 59.70 |
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| Abbott Laboratories (ABT) | 0.3 | $1.1M | +12% | 12k | 90.74 |
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| Rogers Communications CL B (RCI) | 0.3 | $995k | 31k | 32.52 |
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| Tfii Cn (TFII) | 0.2 | $907k | 6.3k | 143.88 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $865k | 16k | 53.61 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.2 | $757k | 9.1k | 82.88 |
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| Agnico (AEM) | 0.2 | $749k | 4.8k | 155.30 |
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| Bristol Myers Squibb (BMY) | 0.2 | $723k | 13k | 57.62 |
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| Tc Energy Corp (TRP) | 0.2 | $651k | -2% | 9.8k | 66.19 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $641k | 3.4k | 189.73 |
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| Public Storage (PSA) | 0.2 | $568k | -3% | 1.8k | 318.31 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $564k | 2.7k | 208.56 |
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| NVIDIA Corporation (NVDA) | 0.2 | $562k | -5% | 2.8k | 200.09 |
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| Welltower Inc Com reit (WELL) | 0.1 | $552k | 2.4k | 226.97 |
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| Waste Connections (WCN) | 0.1 | $549k | 3.3k | 166.60 |
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| Barrick Mining Corp (B) | 0.1 | $538k | 3.1k | 171.09 |
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| Teradyne (TER) | 0.1 | $534k | -22% | 1.1k | 483.84 |
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| Cenovus Energy (CVE) | 0.1 | $528k | 21k | 24.80 |
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| L3harris Technologies (LHX) | 0.1 | $505k | 1.7k | 290.59 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $494k | -3% | 11k | 46.25 |
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| Honeywell International (HON) | 0.1 | $493k | NEW | 2.2k | 223.85 |
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| Honeywell Aerospace (HONA) | 0.1 | $487k | NEW | 2.2k | 221.03 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $431k | +2% | 13k | 33.75 |
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| Cameco Corporation (CCJ) | 0.1 | $422k | 4.1k | 101.88 |
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| Marvell Technology (MRVL) | 0.1 | $415k | -22% | 1.4k | 297.89 |
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| Morgan Stanley Com New (MS) | 0.1 | $388k | 1.9k | 209.04 |
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| Amgen (AMGN) | 0.1 | $342k | 945.00 | 362.12 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $333k | 3.5k | 96.42 |
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| Meta Platforms Cl A (META) | 0.1 | $326k | 578.00 | 563.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $304k | 325.00 | 935.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $287k | 3.7k | 77.10 |
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| 3M Company (MMM) | 0.1 | $280k | 1.7k | 161.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $266k | 744.00 | 357.37 |
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| Linde SHS (LIN) | 0.1 | $257k | 495.00 | 518.94 |
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| Stantec (STN) | 0.1 | $235k | 3.4k | 68.94 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $225k | 1.6k | 136.72 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $223k | 2.0k | 112.44 |
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| PNC Financial Services (PNC) | 0.1 | $219k | +51% | 888.00 | 246.22 |
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| Equinix (EQIX) | 0.1 | $214k | -3% | 205.00 | 1042.39 |
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| McDonald's Corporation (MCD) | 0.1 | $212k | 784.00 | 270.31 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $203k | 1.3k | 158.66 |
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| West Fraser Timb (WFG) | 0.0 | $182k | 2.7k | 67.67 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $181k | -34% | 2.3k | 79.03 |
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| Becton, Dickinson and (BDX) | 0.0 | $174k | 1.1k | 151.33 |
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| Albemarle Corporation (ALB) | 0.0 | $168k | 1.2k | 135.03 |
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| MetLife (MET) | 0.0 | $166k | 2.0k | 84.61 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $165k | -38% | 555.00 | 298.07 |
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| Home Depot (HD) | 0.0 | $159k | 450.00 | 352.68 |
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| Teck Resources CL B (TECK) | 0.0 | $156k | 2.6k | 59.53 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $137k | 199.00 | 686.36 |
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| Philip Morris International (PM) | 0.0 | $136k | 750.00 | 180.91 |
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| Procter & Gamble Company (PG) | 0.0 | $135k | 918.00 | 146.64 |
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| Stag Industrial (STAG) | 0.0 | $118k | -5% | 3.1k | 38.06 |
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| Nutrien (NTR) | 0.0 | $107k | -9% | 1.7k | 62.97 |
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| National Retail Properties (NNN) | 0.0 | $107k | -11% | 2.3k | 46.53 |
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| Newmont Mining Corporation (NEM) | 0.0 | $102k | 1.1k | 93.40 |
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| Pepsi (PEP) | 0.0 | $92k | 676.00 | 135.40 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $91k | 2.7k | 33.29 |
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| General Motors Company (GM) | 0.0 | $81k | 1.1k | 77.08 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $80k | -8% | 433.00 | 185.23 |
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| Boeing Company (BA) | 0.0 | $75k | 346.00 | 216.47 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $74k | 101.00 | 736.40 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $69k | -40% | 138.00 | 501.36 |
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| Magna Intl Inc cl a (MGA) | 0.0 | $66k | 1.0k | 65.73 |
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| Coca-Cola Company (KO) | 0.0 | $64k | 787.00 | 81.27 |
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| Carlyle Group (CG) | 0.0 | $58k | 1.4k | 42.11 |
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| LXP Industrial Trust (LXP) | 0.0 | $57k | 1.1k | 53.88 |
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| Chevron Corporation (CVX) | 0.0 | $55k | 330.00 | 165.76 |
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| ConocoPhillips (COP) | 0.0 | $45k | 437.00 | 103.96 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $41k | 350.00 | 117.25 |
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| Ge Aerospace Com New (GE) | 0.0 | $37k | 100.00 | 373.73 |
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| Gilead Sciences (GILD) | 0.0 | $35k | 280.00 | 126.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $34k | -65% | 290.00 | 117.67 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $32k | +7933% | 723.00 | 44.85 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $32k | NEW | 419.00 | 75.51 |
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| Emera (EMA) | 0.0 | $31k | 575.00 | 53.02 |
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| Cme (CME) | 0.0 | $28k | 125.00 | 220.83 |
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| Us Bancorp Del Com New (USB) | 0.0 | $27k | 450.00 | 60.40 |
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| Eaton Corp SHS (ETN) | 0.0 | $25k | 59.00 | 426.12 |
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| Thomsoncorp (TRI) | 0.0 | $25k | NEW | 301.00 | 81.64 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $25k | 996.00 | 24.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $22k | 60.00 | 368.40 |
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| American Tower Reit (AMT) | 0.0 | $21k | 131.00 | 163.57 |
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| TJX Companies (TJX) | 0.0 | $17k | 113.00 | 151.50 |
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| Walt Disney Company (DIS) | 0.0 | $17k | -43% | 173.00 | 96.25 |
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| Totalenergies Se Act (TTE) | 0.0 | $16k | 200.00 | 77.76 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $15k | 100.00 | 144.61 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $13k | 250.00 | 50.42 |
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| American Express Company (AXP) | 0.0 | $11k | 33.00 | 338.24 |
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| Prologis (PLD) | 0.0 | $11k | 82.00 | 135.48 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $11k | +250% | 70.00 | 156.94 |
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| Cummins (CMI) | 0.0 | $11k | 15.00 | 713.20 |
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| Simon Property (SPG) | 0.0 | $10k | 45.00 | 223.64 |
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| Encana Corporation (OVV) | 0.0 | $9.5k | NEW | 180.00 | 52.64 |
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| AvalonBay Communities (AVB) | 0.0 | $9.4k | -68% | 50.00 | 188.70 |
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| BP Sponsored Adr (BP) | 0.0 | $9.1k | 246.00 | 36.95 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $7.0k | 84.00 | 83.07 |
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| Illinois Tool Works (ITW) | 0.0 | $6.5k | 24.00 | 270.46 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $6.4k | 145.00 | 44.02 |
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| South Bow Corp (SOBO) | 0.0 | $6.2k | 176.00 | 35.21 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $5.9k | 59.00 | 100.68 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $5.4k | 50.00 | 107.14 |
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| salesforce (CRM) | 0.0 | $4.9k | 31.00 | 156.65 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $4.8k | 100.00 | 47.94 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $4.7k | -74% | 121.00 | 38.55 |
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| Qualcomm (QCOM) | 0.0 | $4.6k | 25.00 | 184.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $4.5k | +280% | 19.00 | 236.63 |
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| Diageo Spon Adr New (DEO) | 0.0 | $3.7k | 46.00 | 80.37 |
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| Emerson Electric (EMR) | 0.0 | $3.6k | 25.00 | 143.16 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.6k | 49.00 | 72.49 |
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| Extra Space Storage (EXR) | 0.0 | $3.5k | 24.00 | 145.29 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $3.5k | 17.00 | 205.00 |
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| Mosaic (MOS) | 0.0 | $3.1k | 146.00 | 21.19 |
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| McKesson Corporation (MCK) | 0.0 | $3.0k | 4.00 | 755.50 |
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| Vermilion Energy (VET) | 0.0 | $2.8k | -62% | 300.00 | 9.35 |
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| Progressive Corporation (PGR) | 0.0 | $2.2k | 10.00 | 218.50 |
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| Astrazeneca Ord (AZN) | 0.0 | $1.9k | 10.00 | 189.60 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $1.6k | 10.00 | 156.70 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $1.3k | 2.00 | 656.00 |
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| Sanofi Sponsored Adr (SNY) | 0.0 | $1.3k | 30.00 | 42.67 |
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| Unilever Spon Adr New (UL) | 0.0 | $1.3k | 21.00 | 60.14 |
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| Nextera Energy (NEE) | 0.0 | $1.1k | 13.00 | 87.77 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $1.1k | 12.00 | 94.92 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $1.1k | 18.00 | 62.89 |
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| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.0k | 16.00 | 64.62 |
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| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $361.000000 | -50% | 1.00 | 361.00 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $239.000000 | NEW | 4.00 | 59.75 |
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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 2026 Q2 filed Aug. 6, 2026
- 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