Gold Investment Management as of June 30, 2024
Portfolio Holdings for Gold Investment Management
Gold Investment Management holds 215 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 4.8 | $11M | 25k | 446.95 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $7.9M | 45k | 173.81 | |
Canadian Pacific Kansas City (CP) | 2.9 | $6.7M | 86k | 78.74 | |
Applied Materials (AMAT) | 2.8 | $6.7M | 28k | 235.99 | |
Toronto Dominion Bk Ont Com New (TD) | 2.7 | $6.3M | 115k | 54.96 | |
Canadian Natl Ry (CNI) | 2.5 | $5.9M | 50k | 118.15 | |
Suncor Energy (SU) | 2.3 | $5.5M | 144k | 38.11 | |
Manulife Finl Corp (MFC) | 2.2 | $5.3M | 199k | 26.62 | |
Rbc Cad (RY) | 2.2 | $5.3M | 50k | 106.45 | |
Union Pacific Corporation (UNP) | 2.2 | $5.1M | 23k | 226.26 | |
Bk Nova Cad (BNS) | 2.1 | $5.1M | 111k | 45.74 | |
Lockheed Martin Corporation (LMT) | 2.0 | $4.6M | 9.9k | 467.10 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $4.3M | 104k | 41.58 | |
Granite Real Estate Invt Tr Unit 99/99/9999 | 1.7 | $4.0M | 81k | 49.54 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 1.7 | $4.0M | 145k | 27.46 | |
CSX Corporation (CSX) | 1.6 | $3.9M | 116k | 33.45 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $3.9M | 19k | 202.26 | |
Canadian Natural Resources (CNQ) | 1.6 | $3.8M | 106k | 35.61 | |
Eli Lilly & Co. (LLY) | 1.6 | $3.8M | 4.1k | 905.38 | |
Bank of America Corporation (BAC) | 1.6 | $3.7M | 94k | 39.77 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $3.7M | 6.8k | 544.09 | |
Select Sector Spdr Tr Technology (XLK) | 1.5 | $3.6M | 16k | 226.23 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $3.3M | 67k | 49.42 | |
Bce Com New (BCE) | 1.4 | $3.3M | 102k | 32.38 | |
Wal-Mart Stores (WMT) | 1.4 | $3.2M | 48k | 67.71 | |
Realty Income (O) | 1.3 | $3.2M | 60k | 52.82 | |
Ishares Tr Ishares Semicdtr (SOXX) | 1.2 | $2.9M | 12k | 246.63 | |
Ishares Msci Emrg Chn (EMXC) | 1.2 | $2.9M | 48k | 59.20 | |
Fortis (FTS) | 1.1 | $2.7M | 70k | 38.86 | |
Johnson & Johnson (JNJ) | 1.1 | $2.6M | 18k | 146.16 | |
Amazon (AMZN) | 1.1 | $2.6M | 13k | 193.25 | |
Cibc Cad (CM) | 1.1 | $2.6M | 54k | 47.54 | |
Enbridge (ENB) | 1.1 | $2.6M | 72k | 35.57 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $2.5M | 42k | 60.30 | |
Select Sector Spdr Tr Financial (XLF) | 1.1 | $2.5M | 61k | 41.10 | |
Digital Realty Trust (DLR) | 1.0 | $2.4M | 16k | 152.05 | |
Mastercard Incorporated Cl A (MA) | 1.0 | $2.4M | 5.5k | 441.16 | |
Medtronic SHS (MDT) | 1.0 | $2.4M | 31k | 78.71 | |
Toyota Motor Corp Ads (TM) | 1.0 | $2.3M | 11k | 204.97 | |
Norfolk Southern (NSC) | 1.0 | $2.3M | 11k | 214.69 | |
Sun Life Financial (SLF) | 0.9 | $2.0M | 42k | 49.02 | |
Merck & Co (MRK) | 0.9 | $2.0M | 16k | 123.80 | |
Cisco Systems (CSCO) | 0.9 | $2.0M | 42k | 47.51 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $2.0M | 45k | 43.76 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.0M | 4.1k | 479.11 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.8 | $2.0M | 80k | 24.74 | |
Markel Corporation (MKL) | 0.8 | $1.9M | 1.2k | 1575.66 | |
Abbvie (ABBV) | 0.8 | $1.9M | 11k | 171.52 | |
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.8 | $1.9M | 49k | 38.06 | |
Oracle Corporation (ORCL) | 0.8 | $1.9M | 13k | 141.20 | |
Imperial Oil Com New (IMO) | 0.8 | $1.9M | 27k | 68.17 | |
Goldman Sachs (GS) | 0.8 | $1.8M | 4.0k | 452.32 | |
Nasdaq Omx (NDAQ) | 0.8 | $1.8M | 30k | 60.26 | |
Bank Of Montreal Cadcom (BMO) | 0.7 | $1.7M | 21k | 83.92 | |
BlackRock | 0.7 | $1.7M | 2.2k | 787.32 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.6M | 4.0k | 406.80 | |
General Dynamics Corporation (GD) | 0.7 | $1.6M | 5.6k | 290.14 | |
Mid-America Apartment (MAA) | 0.7 | $1.6M | 11k | 142.61 | |
Pfizer (PFE) | 0.6 | $1.5M | 54k | 27.98 | |
Abbott Laboratories (ABT) | 0.6 | $1.5M | 14k | 103.91 | |
Citigroup Com New (C) | 0.6 | $1.5M | 23k | 63.46 | |
Telus Ord (TU) | 0.6 | $1.4M | 93k | 15.14 | |
Visa Com Cl A (V) | 0.6 | $1.4M | 5.3k | 262.47 | |
Tesla Motors (TSLA) | 0.5 | $1.2M | 6.2k | 197.88 | |
Apple (AAPL) | 0.5 | $1.2M | 5.7k | 210.62 | |
Broadcom (AVGO) | 0.5 | $1.2M | 731.00 | 1605.53 | |
Northrop Grumman Corporation (NOC) | 0.5 | $1.1M | 2.5k | 435.95 | |
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.4 | $1.1M | 21k | 50.03 | |
Ventas (VTR) | 0.4 | $1.0M | 20k | 51.26 | |
Tfii Cn (TFII) | 0.4 | $1.0M | 6.9k | 145.17 | |
Omni (OMC) | 0.4 | $995k | 11k | 89.70 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $966k | 5.3k | 183.42 | |
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.4 | $929k | 72k | 12.94 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $865k | 846.00 | 1022.73 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $857k | 12k | 72.64 | |
Invesco SHS (IVZ) | 0.3 | $777k | 52k | 14.96 | |
Rogers Communications CL B (RCI) | 0.3 | $767k | 21k | 36.98 | |
Public Storage (PSA) | 0.3 | $762k | 2.7k | 287.65 | |
Select Sector Spdr Tr Indl (XLI) | 0.3 | $752k | 6.2k | 121.87 | |
Honeywell International (HON) | 0.3 | $732k | 3.4k | 213.54 | |
Lam Research Corporation | 0.3 | $630k | 592.00 | 1064.85 | |
Franklin Resources (BEN) | 0.2 | $582k | 26k | 22.35 | |
Waste Connections (WCN) | 0.2 | $578k | 3.3k | 175.42 | |
Boeing Company (BA) | 0.2 | $560k | 3.1k | 182.01 | |
Brookfield Business Partners Unit Ltd L P (BBU) | 0.2 | $555k | 29k | 18.94 | |
Amgen (AMGN) | 0.2 | $532k | 1.7k | 312.45 | |
Bristol Myers Squibb (BMY) | 0.2 | $530k | 13k | 41.53 | |
Lexington Realty Trust (LXP) | 0.2 | $520k | 57k | 9.12 | |
Ishares Tr Core Msci Emkt (IEMG) | 0.2 | $502k | 9.4k | 53.54 | |
Welltower Inc Com reit (WELL) | 0.2 | $483k | 4.6k | 104.25 | |
Kla Corp Com New (KLAC) | 0.2 | $425k | 516.00 | 824.51 | |
Meta Platforms Cl A (META) | 0.2 | $425k | 843.00 | 504.22 | |
Pembina Pipeline Corp (PBA) | 0.2 | $392k | 11k | 37.10 | |
Cenovus Energy (CVE) | 0.2 | $374k | 19k | 19.65 | |
Agnico (AEM) | 0.2 | $364k | 5.6k | 65.39 | |
Procter & Gamble Company (PG) | 0.2 | $363k | 2.2k | 164.92 | |
Tc Energy Corp (TRP) | 0.1 | $341k | 9.0k | 37.90 | |
National Retail Properties (NNN) | 0.1 | $328k | 7.7k | 42.60 | |
Franco-Nevada Corporation (FNV) | 0.1 | $316k | 2.7k | 118.54 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $311k | 3.7k | 83.81 | |
Advanced Micro Devices (AMD) | 0.1 | $310k | 1.9k | 162.21 | |
Raytheon Technologies Corp (RTX) | 0.1 | $309k | 3.1k | 100.39 | |
NVIDIA Corporation (NVDA) | 0.1 | $305k | 2.5k | 123.54 | |
Stantec (STN) | 0.1 | $285k | 3.4k | 83.70 | |
Becton, Dickinson and (BDX) | 0.1 | $280k | 1.2k | 233.71 | |
Costco Wholesale Corporation (COST) | 0.1 | $276k | 325.00 | 849.99 | |
Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $263k | 11k | 24.76 | |
Barrick Gold Corp (GOLD) | 0.1 | $235k | 14k | 16.68 | |
McDonald's Corporation (MCD) | 0.1 | $219k | 858.00 | 254.84 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $218k | 3.7k | 58.53 | |
Linde SHS (LIN) | 0.1 | $217k | 495.00 | 438.81 | |
Teradyne (TER) | 0.1 | $211k | 1.4k | 148.29 | |
West Fraser Timb (WFG) | 0.1 | $207k | 2.7k | 76.79 | |
Cameco Corporation (CCJ) | 0.1 | $203k | 4.1k | 49.19 | |
Stag Industrial (STAG) | 0.1 | $193k | 5.3k | 36.06 | |
L3harris Technologies (LHX) | 0.1 | $191k | 852.00 | 224.58 | |
Morgan Stanley Com New (MS) | 0.1 | $180k | 1.9k | 97.19 | |
Exxon Mobil Corporation (XOM) | 0.1 | $178k | 1.5k | 115.12 | |
Equinix (EQIX) | 0.1 | $177k | 234.00 | 756.60 | |
3M Company (MMM) | 0.1 | $156k | 1.5k | 102.19 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $144k | 1.2k | 123.80 | |
MetLife (MET) | 0.1 | $138k | 2.0k | 70.19 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $136k | 744.00 | 182.15 | |
Thermo Fisher Scientific (TMO) | 0.1 | $129k | 233.00 | 553.00 | |
Marvell Technology (MRVL) | 0.1 | $126k | 1.8k | 69.90 | |
Teck Resources CL B (TECK) | 0.1 | $125k | 2.6k | 47.91 | |
PNC Financial Services (PNC) | 0.0 | $109k | 698.00 | 155.48 | |
Texas Instruments Incorporated (TXN) | 0.0 | $108k | 555.00 | 194.53 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $103k | 2.0k | 52.42 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $100k | 199.00 | 500.13 | |
Home Depot (HD) | 0.0 | $95k | 276.00 | 344.24 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $90k | 3.4k | 26.59 | |
Nutrien (NTR) | 0.0 | $88k | 1.7k | 50.90 | |
AvalonBay Communities (AVB) | 0.0 | $78k | 378.00 | 206.89 | |
Philip Morris International (PM) | 0.0 | $76k | 750.00 | 101.33 | |
Pepsi (PEP) | 0.0 | $67k | 404.00 | 164.93 | |
Albemarle Corporation (ALB) | 0.0 | $66k | 693.00 | 95.52 | |
Thomson Reuters Corp. (TRI) | 0.0 | $57k | 336.00 | 168.54 | |
Coca-Cola Company (KO) | 0.0 | $56k | 884.00 | 63.65 | |
Carlyle Group (CG) | 0.0 | $56k | 1.4k | 40.15 | |
Chevron Corporation (CVX) | 0.0 | $52k | 330.00 | 156.42 | |
ConocoPhillips (COP) | 0.0 | $50k | 437.00 | 114.38 | |
General Motors Company (GM) | 0.0 | $49k | 1.1k | 46.46 | |
Newmont Mining Corporation (NEM) | 0.0 | $46k | 1.1k | 41.84 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $46k | 313.00 | 145.82 | |
Magna Intl Inc cl a (MGA) | 0.0 | $42k | 1.0k | 41.91 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $39k | 996.00 | 39.16 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $32k | 175.00 | 182.41 | |
Walt Disney Company (DIS) | 0.0 | $31k | 308.00 | 99.29 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $29k | 298.00 | 95.66 | |
American Tower Reit (AMT) | 0.0 | $26k | 131.00 | 194.38 | |
Nike CL B (NKE) | 0.0 | $25k | 330.00 | 75.37 | |
Cme (CME) | 0.0 | $25k | 125.00 | 196.60 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $25k | 318.00 | 77.27 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $21k | 98.00 | 215.03 | |
Gilead Sciences (GILD) | 0.0 | $19k | 280.00 | 68.61 | |
Starbucks Corporation (SBUX) | 0.0 | $19k | 241.00 | 77.85 | |
Eaton Corp SHS (ETN) | 0.0 | $19k | 59.00 | 313.54 | |
Udr (UDR) | 0.0 | $18k | 445.00 | 41.15 | |
Us Bancorp Del Com New (USB) | 0.0 | $18k | 450.00 | 39.70 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $18k | 250.00 | 70.94 | |
Equity Residential Sh Ben Int (EQR) | 0.0 | $18k | 252.00 | 69.34 | |
Ge Aerospace Com New (GE) | 0.0 | $16k | 100.00 | 158.97 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $15k | 137.00 | 112.57 | |
Novo-nordisk A S Adr (NVO) | 0.0 | $14k | 100.00 | 142.74 | |
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $13k | 200.00 | 66.68 | |
TJX Companies (TJX) | 0.0 | $12k | 113.00 | 110.10 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $9.4k | 17.00 | 555.53 | |
Prologis (PLD) | 0.0 | $9.2k | 82.00 | 112.30 | |
BP Sponsored Adr (BP) | 0.0 | $8.2k | 228.00 | 36.10 | |
salesforce (CRM) | 0.0 | $8.0k | 31.00 | 257.10 | |
American Express Company (AXP) | 0.0 | $7.6k | 33.00 | 231.55 | |
Simon Property (SPG) | 0.0 | $6.8k | 45.00 | 151.80 | |
Clorox Company (CLX) | 0.0 | $6.8k | 50.00 | 136.48 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $6.4k | 84.00 | 76.56 | |
Diageo Spon Adr New (DEO) | 0.0 | $6.1k | 48.00 | 126.08 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $6.0k | 33.00 | 182.52 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $6.0k | 100.00 | 59.89 | |
Boston Scientific Corporation (BSX) | 0.0 | $5.8k | 75.00 | 77.01 | |
Illinois Tool Works (ITW) | 0.0 | $5.7k | 24.00 | 236.96 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $5.6k | 145.00 | 38.40 | |
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $5.4k | 54.00 | 100.72 | |
Qualcomm (QCOM) | 0.0 | $5.0k | 25.00 | 199.20 | |
Select Sector Spdr Tr Communication (XLC) | 0.0 | $4.3k | 50.00 | 85.66 | |
Mosaic (MOS) | 0.0 | $4.2k | 146.00 | 28.90 | |
Cummins (CMI) | 0.0 | $4.2k | 15.00 | 276.93 | |
UnitedHealth (UNH) | 0.0 | $4.1k | 8.00 | 509.25 | |
Extra Space Storage (EXR) | 0.0 | $3.7k | 24.00 | 155.42 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $3.5k | 49.00 | 70.45 | |
Dupont De Nemours (DD) | 0.0 | $3.4k | 42.00 | 80.50 | |
Twilio Cl A (TWLO) | 0.0 | $3.0k | 53.00 | 56.81 | |
Ford Motor Company (F) | 0.0 | $2.9k | 229.00 | 12.54 | |
Emerson Electric (EMR) | 0.0 | $2.8k | 25.00 | 110.16 | |
Global X Fds Defense Tech Etf (SHLD) | 0.0 | $2.4k | 72.00 | 33.12 | |
McKesson Corporation (MCK) | 0.0 | $2.3k | 4.00 | 584.00 | |
Telus Intl Cda Sub Vtg Shs (TIXT) | 0.0 | $2.3k | 400.00 | 5.77 | |
Corteva (CTVA) | 0.0 | $2.3k | 42.00 | 53.93 | |
Dow (DOW) | 0.0 | $2.2k | 42.00 | 53.05 | |
Progressive Corporation (PGR) | 0.0 | $2.1k | 10.00 | 207.70 | |
Cohu (COHU) | 0.0 | $1.7k | 50.00 | 33.10 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.6k | 40.00 | 40.58 | |
Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.6k | 16.00 | 99.81 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $1.6k | 20.00 | 78.00 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $1.5k | 30.00 | 48.53 | |
Unilever Spon Adr New (UL) | 0.0 | $1.4k | 25.00 | 55.00 | |
Qorvo (QRVO) | 0.0 | $1.2k | 10.00 | 116.00 | |
Novartis Sponsored Adr (NVS) | 0.0 | $1.1k | 10.00 | 106.50 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $1.0k | 4.00 | 260.75 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $941.000000 | 4.00 | 235.25 | |
Nextera Energy (NEE) | 0.0 | $921.000600 | 13.00 | 70.85 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $874.999800 | 18.00 | 48.61 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $791.000400 | 12.00 | 65.92 | |
Intel Corporation (INTC) | 0.0 | $155.000000 | 5.00 | 31.00 | |
Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $75.000000 | 15.00 | 5.00 | |
Aurora Cannabis (ACB) | 0.0 | $31.999800 | 7.00 | 4.57 |