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CIK: 0002006008
Total reported value
$368.8M
$368.8M
215 檔
9.8%
As reported in its official Q4 2024 Form 13F filing, Gold Investment Management Ltd.'s tracked investment portfolio stood at $368.8M with 215 total positions.
During Q4 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 | 3.99% | -0.26% | -2.02% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.41% | +0.96% | +0.06% | |
| 3 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.99% | +0.30% | +2.08% | |
| 4 | TD | Toronto-dominion Bank | Stock-Financials | 2.43% | +0.48% | +1.77% | |
| 5 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.42% | -0.06% | +0.96% | |
| 6 | MFC | Manulife Financial CORP | Stock-Financials | 2.37% | +0.07% | +1.13% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 2.24% | +0.28% | +1.22% | |
| 8 | BN | Brookfield CORP | Stock-Financials | 2.23% | -0.16% | +1.00% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.21% | +0.17% | +90.50% | |
| 10 | SU | Suncor Energy Inc | Stock-Energy | 2.18% | -1.00% | +1.70% | |
| 11 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.04% | +0.04% | +0.65% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 1.94% | -0.02% | +0.69% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.93% | +0.13% | +2.32% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.05% | -1.59% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 1.86% | +2.63% | +1.16% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.76% | -0.49% | +1.22% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.69% | +0.03% | +0.32% | |
| 18 | GRTUF | Granite Real Estate Investme | Stock-Other | 1.62% | -1.52% | EXIT | |
| 19 | CSX | Csx CORP | Stock-Industrials | 1.60% | +0.02% | +0.57% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.54% | -0.31% | -5.45% | |
| 21 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.47% | +0.09% | +1.65% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.46% | +0.15% | -2.81% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.02% | -9.58% | |
| 24 | O | Realty Income CORP | Stock-Real Estate | 1.36% | -0.14% | -0.32% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.35% | -0.04% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | -0.01% | — | |
| 27 | FTS | Fortis Inc | Stock-Utilities | 1.24% | -0.13% | +2.06% | |
| 28 | ENB | Enbridge Inc | Stock-Energy | 1.22% | -0.16% | +1.35% | |
| 29 | CNQ | Canadian Natural Resources | Stock-Energy | 1.18% | -0.43% | +2.97% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.18% | -0.11% | -1.49% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.17% | +0.19% | +2.37% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.07% | +0.33% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 1.14% | -0.02% | -5.84% | |
| 34 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.07% | +0.45% | -0.79% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.13% | +0.98% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.04% | -0.21% | +1.44% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.30% | +0.19% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | -0.13% | — | |
| 39 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.03% | -0.32% | +10.58% | |
| 40 | NDAQ | Nasdaq Inc | Stock-Financials | 0.98% | -0.18% | +1.64% | |
| 41 | SLF | Sun Life Financial Inc | Stock-Financials | 0.98% | +0.09% | +1.04% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.97% | +0.04% | +0.12% | |
| 43 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.96% | -0.07% | +0.53% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.95% | -0.08% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.10% | — | |
| 46 | MKL | Markel Group Inc | Stock-Financials | 0.90% | -0.08% | +1.80% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.90% | -0.03% | +0.98% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | — | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.09% | — | |
| 50 | BMO | Bank Of Montreal | Stock-Financials | 0.87% | +0.14% | +1.16% |
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 Q4 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 9.8% of total reported equity market value during Q4 2024.
During Q4 2024, Gold Investment Management Ltd.'s top holdings by market value included MSFT (4.0%)、TSM (3.4%)、BNS (3.0%). The largest single position, MSFT, represented 4.0% of total portfolio value.
In Q4 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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