Gold Investment Management Ltd.
Filing Date
Global Rank
#3,132
/ 8,232
▲ 244
Top Industry
Banks - Diversified
17.3%
3Y Alpha vs SPY
+2.9%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.7%
SPY
+52.9%
Annualised alpha
+2.9%
Max drawdown
−15.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
4.7%
+0.4 pts
Top 5
18.7%
−0.5 pts
Top 10
31.2%
−0.8 pts
HHI
185
Diversified−2
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 30.6% | $90,261,402 |
| Technology | 17.1% | $50,276,692 |
| Industrials | 14.2% | $41,728,207 |
| Energy | 8.6% | $25,225,506 |
| Healthcare | 6.8% | $19,892,699 |
| Consumer Cyclical | 5.5% | $16,100,601 |
| Real Estate | 5.2% | $15,283,273 |
| Utilities | 4.9% | $14,408,226 |
| Communication Services | 2.9% | $8,452,983 |
| Consumer Defensive | 2.0% | $5,822,336 |
| Unclassified | 1.4% | $4,064,105 |
| Basic Materials | 1.0% | $3,079,389 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TU | Telus Corp | +11,028 | 124,443 | $1,596,603 | |
| BCE | Bce Inc | +8,681 | 157,557 | $3,976,738 | |
| BIPH | Brookfield Infrastructure Partners L.P. | +4,302 | 177,025 | $6,394,143 | |
| MFC | Manulife Financial Corp | +3,621 | 205,413 | $7,074,423 | |
| TAK | Takeda Pharmaceutical Co Ltd | +3,018 | 111,300 | $2,061,276 | |
| BEP | Brookfield Renewable Partners L.P. | +2,844 | 104,790 | $3,420,345 | |
| BEN | Franklin Resources Inc | +2,110 | 43,001 | $1,015,683 | |
| SU | Suncor Energy Inc | +1,958 | 150,037 | $9,918,946 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | +1,916 | 88,886 | $6,991,772 | |
| IVZ | Invesco Ltd. | +1,875 | 69,017 | $1,676,422 | |
| BN | BROOKFIELD Corp /ON/ | +1,802 | 152,203 | $6,159,655 | |
| FTS | Fortis Inc. | +1,543 | 81,445 | $4,543,816 | |
| CNI | Canadian National Railway Co | +1,530 | 56,064 | $5,761,697 | |
| BNS | Bank Of Nova Scotia | +1,521 | 138,546 | $9,602,623 | |
| CSX | Csx Corp | +1,405 | 125,996 | $5,172,135 | |
| BAM | Brookfield Asset Management Ltd. | +1,366 | 51,522 | $2,290,152 | |
| ENB | Enbridge Inc | +1,363 | 77,853 | $4,214,961 | |
| CVE | Cenovus Energy Inc. | +1,225 | 21,200 | $562,436 | |
| TD | Toronto Dominion Bank | +1,112 | 119,227 | $11,125,071 | |
| PFE | Pfizer Inc | +1,074 | 56,466 | $1,585,565 | |
| SLF | Sun Life Financial Inc | +980 | 45,579 | $2,851,422 | |
| CNQ | Canadian Natural Resources Ltd | +964 | 97,860 | $4,768,717 | |
| O | Realty Income Corp | +943 | 56,215 | $3,439,233 | |
| MDT | Medtronic plc | +837 | 34,292 | $2,971,401 | |
| OMC | Omnicom Group Inc. | +837 | 14,904 | $1,122,420 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 10 | $1,972 | |
| No positions match the current search. | ||||
173 positions ·
$294,595,419 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 173 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 40,628 | $13,730,232 | 4.66% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Added | 119,227 | $11,125,071 | 3.78% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 31,043 | $10,610,186 | 3.60% | |
| SU |
Suncor Energy Inc
Energy
|
Added | 150,037 | $9,918,946 | 3.37% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Added | 138,546 | $9,602,623 | 3.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 20,972 | $7,796,341 | 2.65% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 47,471 | $7,679,858 | 2.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,095 | $7,438,566 | 2.53% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Added | 205,413 | $7,074,423 | 2.40% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Added | 88,886 | $6,991,772 | 2.37% | |
| BIPH |
Brookfield Infrastructure Partners L.P.
Utilities
|
Added | 177,025 | $6,394,143 | 2.17% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 152,203 | $6,159,655 | 2.09% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 9,915 | $5,992,526 | 2.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 19,999 | $5,882,905 | 2.00% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 56,064 | $5,761,697 | 1.96% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
Added | 58,398 | $5,533,210 | 1.88% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 21,786 | $5,285,719 | 1.79% | |
| CSX |
Csx Corp
Industrials
|
Added | 125,996 | $5,172,135 | 1.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 40,723 | $5,061,054 | 1.72% | |
| GRTUF |
Granite Real Estate Investment Trust
Real Estate
|
Added | 83,400 | $4,891,410 | 1.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 19,864 | $4,855,556 | 1.65% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
Added | 97,860 | $4,768,717 | 1.62% | |
| FTS |
Fortis Inc.
Utilities
|
Added | 81,445 | $4,543,816 | 1.54% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 88,857 | $4,331,778 | 1.47% | |
| ENB |
Enbridge Inc
Energy
|
Added | 77,853 | $4,214,961 | 1.43% | |
| BCE |
Bce Inc
Communication Services
|
Added | 157,557 | $3,976,738 | 1.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,959 | $3,875,376 | 1.32% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 11,057 | $3,794,983 | 1.29% | |
| IMO |
Imperial Oil Ltd
Energy
|
Added | 28,551 | $3,735,041 | 1.27% | |
| TM |
Toyota Motor Corp/
Consumer Cyclical
|
Added | 17,997 | $3,709,001 | 1.26% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,276 | $3,617,453 | 1.23% | |
| O |
Realty Income Corp
Real Estate
|
Added | 56,215 | $3,439,233 | 1.17% | |
| BEP |
Brookfield Renewable Partners L.P.
Utilities
|
Added | 104,790 | $3,420,345 | 1.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 43,352 | $3,363,681 | 1.14% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 39,504 | $3,353,494 | 1.14% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 14,736 | $3,148,493 | 1.07% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Added | 23,088 | $3,124,729 | 1.06% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 34,292 | $2,971,401 | 1.01% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 10,347 | $2,969,589 | 1.01% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 5,831 | $2,913,517 | 0.99% | |
| C |
Citigroup Inc
Financial Services
|
Added | 25,435 | $2,884,583 | 0.98% | |
| SLF |
Sun Life Financial Inc
Financial Services
|
Added | 45,579 | $2,851,422 | 0.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,400 | $2,790,818 | 0.95% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 15,404 | $2,775,954 | 0.94% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 1,424 | $2,725,635 | 0.93% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,927 | $2,545,239 | 0.86% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,499 | $2,403,313 | 0.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 7,544 | $2,334,943 | 0.79% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Added | 51,522 | $2,290,152 | 0.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 2,391 | $2,199,170 | 0.75% |