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CIK: 0002006008
Total reported value
$368.8M
$368.8M
215 檔
10.5%
During the Q2 2024 filing period, Gold Investment Management Ltd. (CIK: 0002006008) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $368.8M across 215 reported positions.
During Q2 2024, Gold Investment Management Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | -0.26% | -3.40% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.32% | +0.96% | -3.13% | |
| 3 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.85% | -0.06% | -9.18% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 2.82% | +2.63% | -3.88% | |
| 5 | TD | Toronto-dominion Bank | Stock-Financials | 2.67% | +0.48% | -3.19% | |
| 6 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.49% | +0.04% | -2.06% | |
| 7 | SU | Suncor Energy Inc | Stock-Energy | 2.31% | -1.00% | +0.51% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 2.24% | +0.07% | -11.65% | |
| 9 | RY | Royal Bank Of Canada | Stock-Financials | 2.23% | +0.28% | -3.13% | |
| 10 | UNP | Union Pacific CORP | Stock-Industrials | 2.17% | -0.02% | -3.90% | |
| 11 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.15% | +0.30% | -0.56% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.96% | -0.49% | -5.05% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 1.84% | -0.16% | -4.71% | |
| 14 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 1.69% | — | -1.62% | |
| 15 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.68% | +0.13% | -16.34% | |
| 16 | CSX | Csx CORP | Stock-Industrials | 1.65% | +0.02% | -1.66% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.05% | -0.36% | |
| 18 | CNQ | Canadian Natural Resources | Stock-Energy | 1.59% | -0.43% | +89.95% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.59% | +0.10% | -8.33% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.58% | +0.03% | -0.11% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.02% | -0.51% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.54% | +0.15% | -3.22% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | -0.04% | -0.11% | |
| 24 | BCE | Bce Inc | Stock-Comm Services | 1.39% | -0.27% | -0.21% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.37% | -0.31% | -3.44% | |
| 26 | O | Realty Income CORP | Stock-Real Estate | 1.35% | -0.14% | -4.62% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.23% | +0.45% | +0.12% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.21% | +0.19% | +4750.45% | |
| 29 | FTS | Fortis Inc | Stock-Utilities | 1.15% | -0.13% | -13.85% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.13% | -0.70% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.01% | -1.81% | |
| 32 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.08% | +0.09% | -0.22% | |
| 33 | ENB | Enbridge Inc | Stock-Energy | 1.08% | -0.16% | -2.01% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.07% | -0.13% | -1.52% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 1.07% | -0.02% | — | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.03% | -0.11% | -9.57% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | -0.07% | -2.38% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.21% | +0.75% | |
| 39 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.97% | -0.32% | -3.80% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.96% | -0.03% | -5.03% | |
| 41 | SLF | Sun Life Financial Inc | Stock-Financials | 0.86% | +0.09% | -2.07% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | -0.03% | -3.77% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.30% | -1.35% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | -0.03% | -0.20% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | — | -0.02% | |
| 46 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 0.83% | -0.05% | +2.06% | |
| 47 | MKL | Markel Group Inc | Stock-Financials | 0.81% | -0.08% | -0.90% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.01% | -9.13% | |
| 49 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.79% | -0.07% | -5.03% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.79% | -0.09% | -2.31% |
According to official SEC Form 13F filings, Gold Investment Management Ltd. reported a total U.S. public equity portfolio value of $368.8M across 215 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSM, CP) accounted for 10.5% of total reported equity market value during Q2 2024.
During Q2 2024, Gold Investment Management Ltd.'s top holdings by market value included MSFT (4.8%)、TSM (3.3%)、CP (2.9%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q2 2024, Gold Investment Management Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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