GI
Gold Investment Management Ltd. 13F Holdings & Recent Stock Buys (Q3 2026)
Gold Investment Management Ltd.CIK: 0002006008
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$357.8M
Reporting period: 2026-09-30 · Number of holdings: 198
Gold Investment Management Ltd. disclosed 198 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $357.8M and a quarterly turnover rate of 11.0%.
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Personality snowflake
- Concentration
- 7.24
- Portfolio Stability
- 11.02
- Momentum
- 100
- Sector conviction
- 57.83
- Diversification
- 100
- Sizing Uniformity
- 83.89
Gold Investment Management Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 55 equally-sized positions, well below its 198 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 1.61), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim AMAT
-1.8% -$6.7M
Add MSFT
+1.6% $3.0M
Trim TSLA
-22.5% -$3.3M
Add SU
+0.1% $2.0M
Trim LRCX
-1.3% -$1.5M
Trim KLAC
-2.4% -$1.3M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.05% | -0.16% | -1.50% | |
| 2 | AMAT | Applied Materials Inc | Stock-Tech | 4.24% | -1.68% | -1.85% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 3.91% | -0.01% | -0.10% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.53% | +0.26% | -0.01% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | +0.90% | +1.62% | |
| 6 | SU | Suncor Energy Inc | Stock-Energy | 2.69% | +0.62% | +0.13% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 2.61% | -0.04% | +0.39% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 2.45% | +0.19% | +0.38% | |
| 9 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.15% | +0.05% | +0.97% | |
| 10 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.13% | +0.02% | +0.43% | |
| 11 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.90% | +0.07% | +0.97% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | +0.07% | -0.14% | |
| 13 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.76% | -0.04% | -0.74% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | +0.14% | +5.29% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.74% | -0.84% | -22.53% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.71% | +0.09% | +2.38% | |
| 17 | CSX | Csx CORP | Stock-Industrials | 1.64% | +0.02% | +0.44% | |
| 18 | BN | Brookfield CORP | Stock-Financials | 1.59% | -0.16% | +2.95% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.56% | +0.19% | +10.31% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | +0.13% | +1.86% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.43% | -0.05% | -2.97% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.35% | -0.02% | +0.09% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | +0.03% | -0.18% | |
| 24 | CNQ | Canadian Natural Resources | Stock-Energy | 1.29% | +0.24% | +0.24% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 1.26% | -0.37% | -1.33% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.07% | +0.60% | |
| 27 | FTS | Fortis Inc | Stock-Utilities | 1.24% | -0.04% | +2.38% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | -0.10% | -2.03% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.04% | +2.69% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 1.12% | +0.06% | +9.62% | |
| 31 | BMO | Bank Of Montreal | Stock-Financials | 1.09% | -0.02% | +0.70% | |
| 32 | NDAQ | Nasdaq Inc | Stock-Financials | 1.07% | +0.21% | +3.75% | |
| 33 | ENB | Enbridge Inc | Stock-Energy | 1.07% | -0.08% | +5.39% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | -0.10% | -0.47% | |
| 35 | BCE | Bce Inc | Stock-Comm Services | 1.05% | +0.09% | +12.09% | |
| 36 | SLF | Sun Life Financial Inc | Stock-Financials | 1.02% | +0.05% | +2.19% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.00% | -0.14% | -4.47% | |
| 38 | IMO | Imperial Oil LTD | Stock-Energy | 0.98% | +0.12% | +0.16% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | +0.11% | +2.79% | |
| 40 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.94% | +0.11% | +1.04% | |
| 41 | ASML | ASML Holding N.V. | Stock-Tech | 0.92% | -0.09% | -2.72% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.92% | -0.05% | +0.08% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.07% | -0.03% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.91% | +0.02% | +1.09% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.91% | +0.03% | +0.82% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | +0.17% | +9.37% | |
| 47 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 0.87% | -0.14% | +3.44% | |
| 48 | O | Realty Income CORP | Stock-Real Estate | 0.85% | -0.07% | +2.47% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.02% | -2.85% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +0.05% | -2.03% |
1–50 of 198
Portfolio Performance
Performance for Q4 2026
-1.5%
Performance Last 4 Quarters
+21.8%
- Stdev
- +11.4%
- Beta
- +0.82
- Alpha
- +4.9%
- Max Drawdown
- -6%
- Annualized Perf
- +20.2%
- Batting Avg vs S&P
- +46.9%
- Sortino
- +3.24
- Stutzer
- +0.48
- Treynor
- +0.23
- Sterling
- +1.3
- Calmar
- +3.36
- Information Ratio
- +0.3
- Tracking Error
- +6.3%
- Stdev Down
- +5.9%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +43.3%
- Worst 12 Months
- +3.9%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.69
- Stdev Sectors
- +9.6%
- Skewness
- -0.42
- Kurtosis
- -0.35
- Upside Potential
- +4.8
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Gold Investment Management Ltd.'s most significant position changes for 2026-09-30: Sold out: ; Sold out: ; New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Lxp Industrial Trust (LXP).
Showing top 200 changes by size (of 203 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +1.62% | Add |
| 2 | SU | Suncor Energy Inc | +0.6% | +0.13% | Add |
| 3 | BNS | Bank Of Nova Scotia | +0.3% | -0.01% | Trim |
| 4 | CNQ | Canadian Natural Resources | +0.2% | +0.24% | Add |
| 5 | NDAQ | Nasdaq Inc | +0.2% | +3.75% | Add |
| 6 | LMT | Lockheed Martin CORP | +0.2% | +10.31% | Add |
| 7 | MFC | Manulife Financial CORP | +0.2% | +0.38% | Add |
| 8 | MDT | Medtronic plc | +0.2% | +9.37% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.29% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.86% | Add |
| 11 | IMO | Imperial Oil LTD | +0.1% | +0.16% | Add |
| 12 | MA | Mastercard Inc - A | +0.1% | +2.79% | Add |
| 13 | TM | Toyota Motor CORP -spon Adr | +0.1% | +1.04% | Add |
| 14 | PFE | Pfizer Inc | +0.1% | +5.48% | Add |
| 15 | BLK | Blackrock Inc | +0.1% | +2.02% | Add |
| 16 | IVZ | Invesco Ltd. | +0.1% | +1.77% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +0.21% | Add |
| 18 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | +1.66% | Add |
| 19 | BCE | Bce Inc | +0.1% | +12.09% | Add |
| 20 | UNP | Union Pacific CORP | +0.1% | +2.38% | Add |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | AAPL | Apple Inc | +0.1% | +0.04% | Add |
| 23 | BAM | Brookfield Asset Mgmt-a | +0.1% | +9.39% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | -0.03% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.60% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | -0.14% | Trim |
| 27 | CNI | Canadian Natl Railway Co | +0.1% | +0.97% | Add |
| 28 | GD | General Dynamics CORP | +0.1% | +9.62% | Add |
| 29 | CVE | Cenovus Energy Inc | +0.1% | +0.54% | Add |
| 30 | AEM | Agnico Eagle Mines LTD | +0.1% | +0.21% | Add |
| 31 | AMD | Advanced Micro Devices | +0.1% | -2.03% | Trim |
| 32 | CP | Canadian Pacific Kansas City | +0.1% | +0.97% | Add |
| 33 | SLF | Sun Life Financial Inc | +0.1% | +2.19% | Add |
| 34 | ABT | Abbott Laboratories | 0% | +0.17% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +0.07% | Add |
| 36 | FNV | Franco-nevada CORP | 0% | +0.11% | Add |
| 37 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | -0.18% | Trim |
| 39 | VXUS | Vanguard Total Intl Stock | 0% | +0.82% | Add |
| 40 | DLR | Digital Realty Trust Inc | 0% | +2.30% | Add |
| 41 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +0.43% | Add |
| 42 | CSX | Csx CORP | 0% | +0.44% | Add |
| 43 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 44 | B | Barrick Mining CORP | 0% | +0.35% | Add |
| 45 | VET | Vermilion Energy Inc | 0% | +1493.33% | Add |
| 46 | OMC | Omnicom Group | 0% | +2.66% | Add |
| 47 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 48 | RCI | Rogers Communications Inc-b | 0% | +9.67% | Add |
| 49 | NSC | Norfolk Southern CORP | 0% | +1.09% | Add |
| 50 | V | Visa Inc-class A Shares | 0% | -3.30% | Trim |
1–50 of 200
Filing History
FAQ
What is Gold Investment Management Ltd. and what type of investor is it?
Gold Investment Management Ltd. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $357.8M, spread across 198 disclosed positions.
What are Gold Investment Management Ltd.'s largest equity positions?
Based on the latest 13F filing, Gold Investment Management Ltd.'s top holdings by market value are:
1. Taiwan Semiconductor-sp Adr (TSM) — $18.1M (5.0%)
2. Applied Materials Inc (AMAT) — $15.2M (4.2%)
3. Toronto-dominion Bank (TD) — $14.0M (3.9%)
4. Bank Of Nova Scotia (BNS) — $12.6M (3.5%)
5. Microsoft CORP (MSFT) — $10.5M (2.9%)
What changes did Gold Investment Management Ltd. make in its most recent portfolio filing?
In the latest reported quarter, Gold Investment Management Ltd. made 118 notable position adjustments: 1 new positions were initiated, 72 existing holdings were added to, 40 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: ; Sold out: ; New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Lxp Industrial Trust (LXP)
What sectors does Gold Investment Management Ltd. focus on?
Gold Investment Management Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 33.2%
• Information Technology: 21.9%
• Industrials: 13.5%
• Energy: 7.6%
• Health Care: 7.1%
• Consumer Discretionary: 4.7%
Investment Profile
Gold Investment Management Ltd. returned an annualized 20.2% over the trailing 32 months — outperforming the S&P 500 by 4.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 33.2% of the portfolio concentrated in Financials.
Its turnover score has fallen from 28 to 11 over the past 4 quarters — a shift toward longer holding periods.
It has added to its MSFT position over the past two quarters (+$3.1M, now $10.5M), while trimming WMT over the same stretch (-$679.4K, still holding $4.4M).
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