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CIK: 0002006008
Total reported value
$368.8M
$368.8M
203 檔
11.4%
At the close of Q2 2025, Gold Investment Management Ltd. disclosed equity holdings valued at approximately $368.8M, spread across 203 reported holdings.
During Q2 2025, 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 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.26% | +5.70% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.48% | +0.96% | +7.81% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 3.18% | +0.48% | +1.18% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.97% | +0.30% | +2.75% | |
| 5 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.53% | -0.06% | +1.52% | |
| 6 | MFC | Manulife Financial CORP | Stock-Financials | 2.35% | +0.07% | +1.75% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 2.30% | -0.16% | +0.78% | |
| 8 | RY | Royal Bank Of Canada | Stock-Financials | 2.30% | +0.28% | +1.74% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.16% | +0.17% | +68.05% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.13% | +2.63% | +11.02% | |
| 11 | SU | Suncor Energy Inc | Stock-Energy | 2.12% | -1.00% | +2.15% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.05% | +1.35% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.07% | +0.13% | +4.01% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.00% | +0.04% | +1.38% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.80% | -0.02% | +0.51% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.65% | -0.49% | +5.68% | |
| 17 | GRTUF | Granite Real Estate Investme | Stock-Other | 1.59% | -1.52% | EXIT | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.59% | +0.03% | +0.18% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.31% | +1.29% | |
| 20 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.52% | +0.09% | +0.59% | |
| 21 | CSX | Csx CORP | Stock-Industrials | 1.51% | +0.02% | +2.07% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | -0.04% | -0.46% | |
| 23 | FTS | Fortis Inc | Stock-Utilities | 1.38% | -0.13% | +2.18% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.02% | +1.53% | |
| 25 | NDAQ | Nasdaq Inc | Stock-Financials | 1.26% | -0.18% | +19.17% | |
| 26 | ENB | Enbridge Inc | Stock-Energy | 1.25% | -0.16% | +1.54% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.25% | -0.09% | +17.80% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.23% | +0.19% | +6.20% | |
| 29 | O | Realty Income CORP | Stock-Real Estate | 1.23% | -0.14% | -9.97% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.20% | +0.05% | +46.70% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.07% | +2.12% | |
| 32 | BCE | Bce Inc | Stock-Comm Services | 1.14% | -0.27% | +5.82% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.13% | +0.04% | +2.29% | |
| 34 | CNQ | Canadian Natural Resources | Stock-Energy | 1.12% | -0.43% | +1.43% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | +0.30% | -0.73% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.01% | -0.44% | |
| 37 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.10% | -0.32% | +23.98% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.13% | +1.51% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 1.09% | -0.21% | +1.64% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.08% | -0.13% | +0.72% | |
| 41 | SLF | Sun Life Financial Inc | Stock-Financials | 1.03% | +0.09% | +0.60% | |
| 42 | MKL | Markel Group Inc | Stock-Financials | 1.00% | -0.08% | +3.10% | |
| 43 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.97% | -0.07% | +2.52% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.96% | -0.11% | -7.72% | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.95% | -0.03% | +2.88% | |
| 46 | BMO | Bank Of Montreal | Stock-Financials | 0.94% | +0.14% | +0.95% | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.08% | +2.74% | |
| 48 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 0.91% | -0.05% | +3.04% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.10% | — | |
| 50 | IMO | Imperial Oil LTD | Stock-Energy | 0.84% | -0.30% | +0.28% |
According to official SEC Form 13F filings, Gold Investment Management Ltd. reported a total U.S. public equity portfolio value of $368.8M across 203 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSM, TD) accounted for 11.4% of total reported equity market value during Q2 2025.
During Q2 2025, Gold Investment Management Ltd.'s top holdings by market value included MSFT (3.6%)、TSM (3.5%)、TD (3.2%). The largest single position, MSFT, represented 3.6% of total portfolio value.
In Q2 2025, 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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