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CIK: 0002006008
Total reported value
$368.8M
$368.8M
203 檔
14.0%
As reported in its official Q3 2025 Form 13F filing, Gold Investment Management Ltd.'s tracked investment portfolio stood at $368.8M with 203 total positions.
In Q3 2025, Gold Investment Management Ltd. displayed an active expansion posture, initiating 0 new positions and adding to 43 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TSM, TSLA, MSFT) accounted for 14.0% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
FEZ
前期市值: $1.1M
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.86% | +0.96% | +0.37% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.84% | +0.17% | +34.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.26% | +0.45% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.16% | +0.30% | +2.19% | |
| 5 | TD | Toronto-dominion Bank | Stock-Financials | 3.13% | +0.48% | +1.53% | |
| 6 | RY | Royal Bank Of Canada | Stock-Financials | 2.31% | +0.28% | +0.96% | |
| 7 | BN | Brookfield CORP | Stock-Financials | 2.30% | -0.16% | +0.65% | |
| 8 | SU | Suncor Energy Inc | Stock-Energy | 2.16% | -1.00% | +1.99% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 2.15% | +2.63% | +1.34% | |
| 10 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.14% | -0.06% | +1.69% | |
| 11 | MFC | Manulife Financial CORP | Stock-Financials | 2.08% | +0.07% | +2.14% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | -0.05% | +1.03% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.88% | +0.13% | +3.34% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.70% | +0.04% | +4.85% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.65% | -0.02% | +1.85% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.61% | -0.49% | +1.97% | |
| 17 | GRTUF | Granite Real Estate Investme | Stock-Other | 1.55% | -1.52% | EXIT | |
| 18 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.54% | +0.09% | +0.91% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.53% | +0.03% | +0.00% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 1.47% | +0.02% | +1.35% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | -0.31% | +1.20% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.43% | -0.09% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.34% | -0.04% | — | |
| 24 | FTS | Fortis Inc | Stock-Utilities | 1.33% | -0.13% | +1.86% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.02% | +1.59% | |
| 26 | ENB | Enbridge Inc | Stock-Energy | 1.26% | -0.16% | +1.51% | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 1.23% | -0.12% | +73.48% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.21% | +0.05% | +8.08% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.13% | +2.25% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.16% | +0.19% | -0.88% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 1.16% | -0.14% | +0.32% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.15% | +0.04% | +1.49% | |
| 33 | BCE | Bce Inc | Stock-Comm Services | 1.14% | -0.27% | +5.86% | |
| 34 | NDAQ | Nasdaq Inc | Stock-Financials | 1.13% | -0.18% | +1.74% | |
| 35 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.12% | -0.32% | +3.02% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.08% | -0.21% | +2.80% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.07% | +2.30% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.03% | -0.13% | +1.19% | |
| 39 | CNQ | Canadian Natural Resources | Stock-Energy | 1.02% | -0.43% | +1.34% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.01% | -0.03% | +2.09% | |
| 41 | BMO | Bank Of Montreal | Stock-Financials | 0.99% | +0.14% | +1.02% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.01% | — | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.98% | +0.30% | +0.49% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.08% | +1.91% | |
| 45 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.92% | -0.07% | +2.58% | |
| 46 | MKL | Markel Group Inc | Stock-Financials | 0.88% | -0.08% | +2.48% | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.87% | -0.11% | +1.33% | |
| 48 | SLF | Sun Life Financial Inc | Stock-Financials | 0.87% | +0.09% | +4.68% | |
| 49 | IMO | Imperial Oil LTD | Stock-Energy | 0.86% | -0.30% | +0.57% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.86% | +0.08% | +0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.6% | +34.60% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +1.2% | +0.37% | Add |
| 3 | ORCL | Oracle CORP | +0.7% | — | Add |
| 4 | GD | General Dynamics CORP | +0.6% | +73.48% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | +0.45% | Add |
| 6 | AMAT | Applied Materials Inc | +0.4% | +1.34% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | — | Add |
| 8 | BNS | Bank Of Nova Scotia | +0.4% | +2.19% | Add |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +8.08% | Add |
| 10 | LRCX | Lam Research CORP | +0.4% | +0.48% | Add |
| 11 | ASML | ASML Holding N.V. | +0.3% | +5.36% | Add |
| 12 | TD | Toronto-dominion Bank | +0.3% | +1.53% | Add |
| 13 | KLAC | Kla CORP | +0.3% | — | Add |
| 14 | CM | Can Imperial Bk Of Commerce | +0.2% | +0.91% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +1.49% | Add |
| 16 | RY | Royal Bank Of Canada | +0.1% | +0.96% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | — | Add |
| 18 | BN | Brookfield CORP | +0.1% | +0.65% | Add |
| 19 | NDAQ | Nasdaq Inc | +0.1% | +1.74% | Add |
| 20 | IVZ | Invesco Ltd. | +0.1% | +3.94% | Add |
| 21 | C | Citigroup Inc | +0.1% | +0.32% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +1.03% | Add |
| 23 | TM | Toyota Motor CORP -spon Adr | +0.1% | +3.02% | Add |
| 24 | BBUC | Brookfield Business Corporation | +0.1% | +5.42% | Add |
| 25 | BMO | Bank Of Montreal | +0.1% | +1.02% | Add |
| 26 | NSC | Norfolk Southern CORP | +0.1% | +2.09% | Add |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.88% | Add |
| 28 | BLK | Blackrock Inc | 0% | +1.91% | Add |
| 29 | IMO | Imperial Oil LTD | — | +0.57% | Add |
| 30 | CSX | Csx CORP | 0% | +1.35% | Add |
| 31 | BEP | Brookfield Renewable Partners L.P. | 0% | +3.43% | Add |
| 32 | BAM | Brookfield Asset Mgmt-a | 0% | +2.58% | Add |
| 33 | BAC | Bank Of America CORP | 0% | +0.00% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.59% | Add |
| 35 | VXUS | Vanguard Total Intl Stock | -0.1% | +1.19% | Add |
| 36 | WMT | Walmart Inc | -0.1% | +1.20% | Add |
| 37 | LMT | Lockheed Martin CORP | -0.1% | +1.97% | Add |
| 38 | GRTUF | Granite Real Estate Investme | -0.1% | -0.26% | Trim |
| 39 | ENB | Enbridge Inc | -0.1% | +1.51% | Add |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | +3.34% | Add |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.1% | — | Trim |
| 42 | JNJ | Johnson & Johnson | -0.1% | +2.25% | Add |
| 43 | FTS | Fortis Inc | -0.1% | +1.86% | Add |
| 44 | SU | Suncor Energy Inc | -0.3% | +1.99% | Add |
| 45 | XLI | Ss Industrial Select Sector | -0.3% | — | Trim |
| 46 | CP | Canadian Pacific Kansas City | -0.3% | +1.69% | Add |
| 47 | XLK | Ss Technology Select Sector | -0.7% | -1.52% | Trim |
| 48 | XLF | Ss Financial Select Sector | -0.7% | — | Trim |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | — | Trim |
| 50 | FEZ | State Street Spdr Euro Stoxx | — | EXIT | Sold out |
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 Q3 2025.
During Q3 2025, Gold Investment Management Ltd.'s top holdings by market value included TSM (3.9%)、TSLA (3.8%)、MSFT (3.4%). The largest single position, TSM, represented 3.9% of total portfolio value.
In Q3 2025, Gold Investment Management Ltd. made 50 total portfolio adjustments, initiating 0 new buys, adding to 43 positions, trimming 6 holdings, and fully liquidating 1 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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