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CIK: 0002006008
Total reported value
$368.8M
$368.8M
204 檔
14.9%
The Q4 2025 SEC filing reveals that Gold Investment Management Ltd. held a total portfolio value of $368.8M, covering 204 public equity positions.
In Q4 2025, Gold Investment Management Ltd. displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TSM, TSLA, TD) accounted for 14.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
CCK
市值: $1.2M
Top Position Liquidated / Trimmed
TSM
前期市值: $11.5M
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.93% | +0.96% | -1.47% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.76% | +0.17% | +1.95% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 3.55% | +0.48% | +1.34% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.23% | +0.30% | -5.90% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.26% | +0.36% | |
| 6 | RY | Royal Bank Of Canada | Stock-Financials | 2.56% | +0.28% | +0.86% | |
| 7 | AMAT | Applied Materials Inc | Stock-Tech | 2.54% | +2.63% | -1.16% | |
| 8 | MFC | Manulife Financial CORP | Stock-Financials | 2.34% | +0.07% | +1.40% | |
| 9 | BN | Brookfield CORP | Stock-Financials | 2.20% | -0.16% | +50.59% | |
| 10 | SU | Suncor Energy Inc | Stock-Energy | 2.10% | -1.00% | -3.41% | |
| 11 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.04% | -0.06% | +1.72% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.05% | +0.87% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.92% | +0.13% | +1.84% | |
| 14 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.72% | +0.04% | +1.95% | |
| 15 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.68% | +0.09% | +0.90% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.60% | -0.02% | +3.98% | |
| 17 | GRTUF | Granite Real Estate Investme | Stock-Other | 1.58% | -1.52% | EXIT | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.56% | +0.03% | +0.28% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.51% | -0.49% | +1.71% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 1.44% | +0.02% | +1.37% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.43% | -0.31% | -4.22% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.40% | +0.05% | +19.16% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | -0.04% | — | |
| 24 | FTS | Fortis Inc | Stock-Utilities | 1.33% | -0.13% | +2.27% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.13% | +2.10% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.02% | +0.13% | |
| 27 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 1.22% | -0.32% | +1.76% | |
| 28 | NDAQ | Nasdaq Inc | Stock-Financials | 1.20% | -0.18% | +1.51% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.18% | +0.04% | -2.09% | |
| 30 | GD | General Dynamics CORP | Stock-Industrials | 1.17% | -0.12% | +2.12% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.17% | +0.19% | -1.35% | |
| 32 | ENB | Enbridge Inc | Stock-Energy | 1.17% | -0.16% | +2.59% | |
| 33 | BCE | Bce Inc | Stock-Comm Services | 1.13% | -0.27% | +2.82% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.30% | +0.64% | |
| 35 | CNQ | Canadian Natural Resources | Stock-Energy | 1.05% | -0.43% | +1.89% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.07% | +2.21% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 1.03% | -0.21% | -1.03% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.02% | -0.13% | +1.11% | |
| 39 | O | Realty Income CORP | Stock-Real Estate | 0.99% | -0.14% | -2.46% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.01% | — | |
| 41 | MKL | Markel Group Inc | Stock-Financials | 0.96% | -0.08% | +2.13% | |
| 42 | BMO | Bank Of Montreal | Stock-Financials | 0.95% | +0.14% | +1.08% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.08% | +0.30% | |
| 44 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.94% | -0.03% | +2.03% | |
| 45 | SLF | Sun Life Financial Inc | Stock-Financials | 0.89% | +0.09% | +4.04% | |
| 46 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 0.88% | -0.05% | +3.58% | |
| 47 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.84% | -0.07% | +3.73% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.84% | -0.08% | +1.58% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.02% | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.10% | -17.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TD | Toronto-dominion Bank | +0.4% | +1.34% | Add |
| 2 | AMAT | Applied Materials Inc | +0.4% | -1.16% | Trim |
| 3 | MFC | Manulife Financial CORP | +0.3% | +1.40% | Add |
| 4 | RY | Royal Bank Of Canada | +0.3% | +0.86% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +19.16% | Add |
| 6 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 7 | CM | Can Imperial Bk Of Commerce | +0.1% | +0.90% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +2.10% | Add |
| 9 | TM | Toyota Motor CORP -spon Adr | +0.1% | +1.76% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +1.20% | Add |
| 12 | C | Citigroup Inc | +0.1% | +0.30% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.64% | Add |
| 14 | MKL | Markel Group Inc | +0.1% | +2.13% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -17.18% | Trim |
| 16 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.47% | Trim |
| 18 | BNS | Bank Of Nova Scotia | +0.1% | -5.90% | Trim |
| 19 | NDAQ | Nasdaq Inc | +0.1% | +1.51% | Add |
| 20 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +1.84% | Add |
| 21 | GRTUF | Granite Real Estate Investme | 0% | +0.33% | Add |
| 22 | BAC | Bank Of America CORP | 0% | +0.28% | Add |
| 23 | GS | Goldman Sachs Group Inc | 0% | -2.09% | Trim |
| 24 | CNQ | Canadian Natural Resources | 0% | +1.89% | Add |
| 25 | BEP | Brookfield Renewable Partners L.P. | 0% | +3.58% | Add |
| 26 | SLF | Sun Life Financial Inc | 0% | +4.04% | Add |
| 27 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 28 | IVZ | Invesco Ltd. | 0% | -2.61% | Trim |
| 29 | KLAC | Kla CORP | 0% | — | Unchanged |
| 30 | SOXX | Ishares Semiconductor ETF | 0% | -1.42% | Trim |
| 31 | TAK | Takeda Pharmaceutic-sp Adr | 0% | +4.24% | Add |
| 32 | CNI | Canadian Natl Railway Co | 0% | +1.95% | Add |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -1.35% | Trim |
| 34 | FTS | Fortis Inc | — | +2.27% | Add |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 36 | BCE | Bce Inc | 0% | +2.82% | Add |
| 37 | WMT | Walmart Inc | 0% | -4.22% | Trim |
| 38 | CSX | Csx CORP | 0% | +1.37% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +0.87% | Add |
| 40 | SU | Suncor Energy Inc | -0.1% | -3.41% | Trim |
| 41 | TSLA | Tesla Inc | -0.1% | +1.95% | Add |
| 42 | BLK | Blackrock Inc | -0.1% | +1.58% | Add |
| 43 | B | Barrick Mining CORP | -0.1% | -78.28% | Trim |
| 44 | TU | Telus CORP | -0.1% | -0.74% | Trim |
| 45 | DLR | Digital Realty Trust Inc | -0.1% | +0.84% | Add |
| 46 | O | Realty Income CORP | -0.2% | -2.46% | Trim |
| 47 | XLF | Ss Financial Select Sector | -0.2% | -37.59% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | +0.36% | Add |
| 49 | ORCL | Oracle CORP | -0.7% | -25.28% | Trim |
| 50 | CCK | Crown Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Gold Investment Management Ltd. reported a total U.S. public equity portfolio value of $368.8M across 204 disclosed positions in Q4 2025.
During Q4 2025, Gold Investment Management Ltd.'s top holdings by market value included TSM (3.9%)、TSLA (3.8%)、TD (3.5%). The largest single position, TSM, represented 3.9% of total portfolio value.
In Q4 2025, Gold Investment Management Ltd. made 44 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 15 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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