CIK: 0002006008
Total reported value
$322.9M
Reporting period: 2026-03-31 · Number of holdings: 201
Gold Investment Management Ltd. disclosed 201 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $322.9M and a quarterly turnover rate of 13.6%.
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Gold Investment Management Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 61 equally-sized positions, well below its 201 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.51), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 41% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim TSLA
-19.9% -$4.0M
Add SU
+1.3% $3.3M
Add AMAT
+0.3% $2.7M
Trim MSFT
+2.0% -$2.1M
Add CNQ
+1.0% $1.5M
Add IMO
+0.5% $1.3M
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.25% | +0.32% | +0.18% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 3.44% | — | +0.94% | |
| 3 | AMAT | Applied Materials INC | Stock-Tech | 3.29% | +0.75% | +0.34% | |
| 4 | SU | Suncor Energy INC | Stock-Energy | 3.07% | +0.97% | +1.32% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.97% | -0.26% | +1.11% | |
| 6 | TSLA | Tesla INC | Stock-Consumer Disc | 2.41% | -1.35% | -19.88% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 2.37% | -0.19% | +0.79% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.74% | +1.97% | |
| 9 | MFC | Manulife Financial CORP | Stock-Financials | 2.19% | -0.15% | +1.79% | |
| 10 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.16% | +0.12% | +2.20% | |
| 11 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.98% | +0.06% | +2.49% | |
| 12 | BN | Brookfield CORP | Stock-Financials | 1.91% | -0.29% | +1.20% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.86% | +0.35% | +1.41% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.82% | -0.21% | +1.26% | |
| 15 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.79% | +0.07% | +2.81% | |
| 16 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.71% | +0.03% | +0.69% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.64% | +0.04% | +0.57% | |
| 18 | CSX | Csx CORP | Stock-Industrials | 1.60% | +0.16% | +1.13% | |
| 19 | WMT | Walmart INC | Stock-Consumer Staples | 1.57% | +0.14% | +1.06% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.56% | +0.16% | +13.03% | |
| 21 | GRTUF | Granite Real Estate Investme | Stock-Other | 1.52% | — | +0.33% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | +0.20% | +1.26% | |
| 23 | CNQ | Canadian Natural Resources | Stock-Energy | 1.48% | +0.43% | +0.99% | |
| 24 | FTS | Fortis INC | Stock-Utilities | 1.41% | +0.08% | +1.93% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.34% | -0.22% | +0.19% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.32% | — | — | |
| 27 | ENB | Enbridge INC | Stock-Energy | 1.31% | +0.14% | +1.78% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.29% | +0.12% | +4.27% | |
| 29 | BCE | Bce INC | Stock-Comm Services | 1.23% | +0.10% | +5.83% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | — | +0.10% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 1.18% | — | +1.19% | |
| 32 | IMO | Imperial Oil LTD | Stock-Energy | 1.16% | +0.38% | +0.50% | |
| 33 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.15% | — | +1.19% | |
| 34 | GS | Goldman Sachs Group INC | Stock-Financials | 1.12% | — | +1.47% | |
| 35 | O | Realty Income CORP | Stock-Real Estate | 1.07% | +0.07% | +1.71% | |
| 36 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.06% | +0.18% | +2.79% | |
| 37 | CSCO | Cisco Systems INC | Stock-Tech | 1.04% | — | +0.64% | |
| 38 | NDAQ | Nasdaq INC | Stock-Financials | 1.04% | -0.16% | +1.99% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.01% | — | -0.42% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.98% | +0.17% | — | |
| 41 | BMO | Bank Of Montreal | Stock-Financials | 0.97% | — | +0.83% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | -0.11% | +2.50% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.92% | — | +1.71% | |
| 44 | MA | Mastercard INC - A | Stock-Financials | 0.90% | -0.14% | +2.60% | |
| 45 | C | Citigroup INC | Stock-Financials | 0.89% | — | +0.27% | |
| 46 | SLF | Sun Life Financial INC | Stock-Financials | 0.88% | — | +2.20% | |
| 47 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.86% | -0.13% | +0.22% | |
| 48 | DLR | Digital Realty Trust INC | Stock-Real Estate | 0.86% | +0.11% | +2.07% | |
| 49 | MKL | Markel Group INC | Stock-Financials | 0.84% | -0.12% | +2.30% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.79% | +0.13% | — |
Performance for Q3 2026
+7.2%
Performance Last 4 Quarters
+36.6%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 201 | $322.9M | 14 | |
| 2025-12-31 | 204 | $313.3M | 9 | |
| 2025-09-30 | 203 | $297.6M | 28 | |
| 2025-06-30 | 203 | $265.6M | 0 | |
| 2025-03-31 | 216 | $236.7M | 0 | |
| 2024-12-31 | 215 | $237.1M | 0 | |
| 2024-09-30 | 208 | $238.9M | 0 | |
| 2024-06-30 | 215 | $236.5M | 0 | |
| 2024-03-31 | 219 | $247.5M | 0 | |
| 2023-12-31 | 208 | $233.7M | 0 |
Gold Investment Management Ltd.'s most significant position changes for 2026-03-31: Sold out: Brookfield Business Corporation (BBUC); New buy: Brookfield Business Corp-a (BBUC); Trim: Tesla INC (TSLA) — shares -19.88%; Add: Suncor Energy INC (SU) — shares +1.32%; Add: Applied Materials INC (AMAT) — shares +0.34%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SU | Suncor Energy INC | +1% | +1.32% | Add |
| 2 | AMAT | Applied Materials INC | +0.8% | +0.34% | Add |
| 3 | CNQ | Canadian Natural Resources | +0.4% | +0.99% | Add |
| 4 | IMO | Imperial Oil LTD | +0.4% | +0.50% | Add |
| 5 | LMT | Lockheed Martin CORP | +0.4% | +1.41% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.18% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +1.26% | Add |
| 8 | BEP | Brookfield Renewable Partners L.P. | +0.2% | +2.79% | Add |
| 9 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 10 | CSX | Csx CORP | +0.2% | +1.13% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +13.03% | Add |
| 12 | WMT | Walmart INC | +0.1% | +1.06% | Add |
| 13 | ENB | Enbridge INC | +0.1% | +1.78% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 15 | CP | Canadian Pacific Kansas City | +0.1% | +2.20% | Add |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +4.27% | Add |
| 17 | DLR | Digital Realty Trust INC | +0.1% | +2.07% | Add |
| 18 | BCE | Bce INC | +0.1% | +5.83% | Add |
| 19 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | +2.79% | Add |
| 20 | FTS | Fortis INC | +0.1% | +1.93% | Add |
| 21 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +1618.81% | Add |
| 23 | CNI | Canadian Natl Railway Co | +0.1% | +2.81% | Add |
| 24 | O | Realty Income CORP | +0.1% | +1.71% | Add |
| 25 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 26 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +2.49% | Add |
| 27 | MRK | Merck & Co. INC. | +0.1% | +0.41% | Add |
| 28 | SOXX | Ishares Semiconductor ETF | +0.1% | +3.19% | Add |
| 29 | UNP | Union Pacific CORP | 0% | +0.57% | Add |
| 30 | CM | Can Imperial Bk Of Commerce | 0% | +0.69% | Add |
| 31 | AVGO | Broadcom INC | -0.1% | — | Unchanged |
| 32 | MDT | Medtronic plc | -0.1% | +2.50% | Add |
| 33 | MKL | Markel Group INC | -0.1% | +2.30% | Add |
| 34 | BAM | Brookfield Asset Mgmt-a | -0.1% | +2.72% | Add |
| 35 | AMZN | Amazon.com INC | -0.1% | +0.22% | Add |
| 36 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 37 | MA | Mastercard INC - A | -0.1% | +2.60% | Add |
| 38 | MFC | Manulife Financial CORP | -0.2% | +1.79% | Add |
| 39 | NVDA | Nvidia CORP | -0.2% | -45.79% | Trim |
| 40 | NDAQ | Nasdaq INC | -0.2% | +1.99% | Add |
| 41 | ORCL | Oracle CORP | -0.2% | — | Unchanged |
| 42 | RY | Royal Bank Of Canada | -0.2% | +0.79% | Add |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | +1.26% | Add |
| 44 | BAC | Bank Of America CORP | -0.2% | +0.19% | Add |
| 45 | BNS | Bank Of Nova Scotia | -0.3% | +1.11% | Add |
| 46 | BN | Brookfield CORP | -0.3% | +1.20% | Add |
| 47 | MSFT | Microsoft CORP | -0.7% | +1.97% | Add |
| 48 | TSLA | Tesla INC | -1.4% | -19.88% | Trim |
| 49 | BBUC | Brookfield Business Corporation | — | EXIT | Sold out |
| 50 | BBUC | Brookfield Business Corp-a | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-29 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-18 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-26 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
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