13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002006008
Total reported value
$368.8M
$368.8M
208 檔
10.2%
According to the latest 13F quarterly dataset, Gold Investment Management Ltd. managed an equity portfolio of $368.8M at the end of Q3 2024, spanning 208 distinct U.S. exchange-listed positions.
During Q3 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 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | -0.26% | -9.23% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.01% | +0.96% | -9.53% | |
| 3 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.95% | +0.30% | +16.58% | |
| 4 | TD | Toronto-dominion Bank | Stock-Financials | 2.81% | +0.48% | -7.70% | |
| 5 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.81% | -0.06% | -8.34% | |
| 6 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.32% | +0.04% | -4.86% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.28% | +2.63% | -5.12% | |
| 8 | RY | Royal Bank Of Canada | Stock-Financials | 2.27% | +0.28% | -12.08% | |
| 9 | MFC | Manulife Financial CORP | Stock-Financials | 2.24% | +0.07% | -8.96% | |
| 10 | SU | Suncor Energy Inc | Stock-Energy | 2.20% | -1.00% | -0.83% | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.08% | -0.49% | -14.11% | |
| 12 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.07% | +0.13% | -3.03% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 2.06% | -0.02% | -11.70% | |
| 14 | BN | Brookfield CORP | Stock-Financials | 2.02% | -0.16% | -12.90% | |
| 15 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 1.98% | — | -2.67% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.05% | -0.21% | |
| 17 | CSX | Csx CORP | Stock-Industrials | 1.69% | +0.02% | +0.31% | |
| 18 | O | Realty Income CORP | Stock-Real Estate | 1.60% | -0.14% | +0.05% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | -0.02% | -4.54% | |
| 20 | BCE | Bce Inc | Stock-Comm Services | 1.53% | -0.27% | +3.59% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.50% | +0.03% | -3.31% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.48% | -0.04% | — | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.45% | +0.15% | -4.89% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.31% | -10.66% | |
| 25 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.39% | +0.09% | +0.72% | |
| 26 | FTS | Fortis Inc | Stock-Utilities | 1.32% | -0.13% | -0.79% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.25% | +0.19% | +0.68% | |
| 28 | CNQ | Canadian Natural Resources | Stock-Energy | 1.22% | -0.43% | -16.83% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.13% | -4.51% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.15% | +0.45% | +0.61% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 1.15% | -0.21% | -0.05% | |
| 32 | ENB | Enbridge Inc | Stock-Energy | 1.15% | -0.16% | -5.89% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 1.12% | -0.02% | -3.26% | |
| 34 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.08% | -0.11% | -0.85% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.10% | -30.40% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.07% | -6.47% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.01% | +0.07% | |
| 38 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 0.96% | -0.05% | +1.89% | |
| 39 | SLF | Sun Life Financial Inc | Stock-Financials | 0.94% | +0.09% | -7.00% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.93% | -0.03% | -14.95% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.30% | -1.65% | |
| 42 | NDAQ | Nasdaq Inc | Stock-Financials | 0.91% | -0.18% | -0.01% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.09% | -4.82% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.90% | -0.03% | -1.35% | |
| 45 | BLKCHF | Blackrock Inc | Stock-Other | 0.86% | — | -1.09% | |
| 46 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.85% | -0.32% | +1.13% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | — | +0.17% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.83% | +0.04% | +1.16% | |
| 49 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.82% | -0.07% | -15.47% | |
| 50 | IMO | Imperial Oil LTD | Stock-Energy | 0.82% | -0.30% | +1.98% |
According to official SEC Form 13F filings, Gold Investment Management Ltd. reported a total U.S. public equity portfolio value of $368.8M across 208 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSM, BNS) accounted for 10.2% of total reported equity market value during Q3 2024.
During Q3 2024, Gold Investment Management Ltd.'s top holdings by market value included MSFT (4.1%)、TSM (3.0%)、BNS (3.0%). The largest single position, MSFT, represented 4.1% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.