Gold Investment Management Ltd.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $525,761,061 | Individuals and high net worth (62%) |
| Apr 2025 to Mar 2026 | $409,527,389 | Individuals and high net worth (59%) |
| Apr 2024 to Mar 2025 | $395,244,037 | Individuals and high net worth (61%) |
| May 2023 to Mar 2024 | $410,340,853 | Individuals and high net worth (63%) |
| Apr 2023 | $410,340,853 | Individuals and high net worth (63%) |
| Apr 2022 to Mar 2023 | $471,530,703 | Individuals and high net worth (63%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 74.7%; sector active share 26.6% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
198 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 30.1% | $105,727,299 |
| Technology | 19.5% | $68,370,865 |
| Industrials | 12.6% | $44,374,365 |
| Unclassified | 8.5% | $29,863,432 |
| Energy | 6.9% | $24,258,601 |
| Healthcare | 6.3% | $22,141,117 |
| Consumer Cyclical | 4.2% | $14,735,563 |
| Utilities | 4.0% | $14,078,154 |
| Real Estate | 2.8% | $9,846,282 |
| Communication Services | 2.8% | $9,742,966 |
| Consumer Defensive | 1.4% | $4,990,465 |
| Basic Materials | 0.8% | $2,799,684 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BCE | Bce Inc | +19,889 | 184,394 | $3,750,573 | |
| TU | Telus Corp | +13,044 | 144,703 | $1,214,058 | |
| BAM | Brookfield Asset Management Ltd. | +4,916 | 57,259 | $2,552,606 | |
| VET | Vermilion Energy Inc. | +4,480 | 4,780 | $54,444 | |
| BN | BROOKFIELD Corp | +4,475 | 156,232 | $5,696,218 | |
| ENB | Enbridge Inc | +4,220 | 82,573 | $3,838,818 | |
| BEP | Brookfield Renewable Partners L.P. | +3,689 | 110,904 | $3,120,838 | |
| IEFA | iShares Core MSCI EAFE ETF | +3,255 | 64,773 | $6,275,208 | |
| PFE | Pfizer Inc | +3,159 | 60,827 | $1,734,786 | |
| MDT | Medtronic plc | +3,126 | 36,496 | $3,149,239 | |
| RCI | Rogers Communications Inc | +2,959 | 33,571 | $1,033,986 | |
| FTS | Fortis Inc. | +1,959 | 84,211 | $4,448,025 | |
| TAK | Takeda Pharmaceutical Co Ltd | +1,761 | 107,610 | $1,957,425 | |
| BBUC | Brookfield Business Corp | +1,550 | 42,950 | $1,095,654 | |
| NDAQ | Nasdaq, Inc. | +1,509 | 41,763 | $3,842,613 | |
| BEN | Franklin Templeton Inc | +1,354 | 45,867 | $1,473,248 | |
| O | Realty Income Corp | +1,351 | 56,090 | $3,045,687 | |
| TRP | Tc Energy Corp | +1,338 | 11,167 | $645,229 | |
| IVZ | Invesco Ltd. | +1,208 | 69,634 | $2,100,161 | |
| BIPC | Brookfield Infrastructure Corp | +1,160 | 1,281 | $45,616 | |
| WMT | Walmart Inc. | +1,104 | 42,164 | $4,381,682 | |
| GD | General Dynamics Corp | +1,061 | 12,085 | $4,010,165 | |
| LMT | Lockheed Martin Corp | +1,022 | 10,939 | $5,570,685 | |
| SLF | Sun Life Financial Inc | +1,005 | 46,802 | $3,649,151 | |
| CP | Canadian Pacific Kansas City Ltd | +868 | 90,259 | $7,681,040 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSLA | Tesla, Inc. | −5,104 | 17,552 | $6,227,625 | |
| TECK | Teck Resources Ltd | −1,596 | 1,020 | $67,105 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | −1,587 | 51,764 | $5,128,777 | |
| CSCO | Cisco Systems, Inc. | −856 | 41,234 | $4,438,015 | |
| VTR | Ventas, Inc. | −643 | 14,699 | $1,249,708 | |
| KO | Coca Cola Co | −607 | 180 | $15,494 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −605 | 39,595 | $18,062,843 | |
| AMAT | Applied Materials Inc | −558 | 29,637 | $15,155,769 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −530 | 1,758 | $135,805 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −448 | 15,262 | $2,987,536 | |
| CM | Canadian Imperial Bank Of Commerce | −424 | 57,249 | $6,307,694 | |
| PG | PROCTER & GAMBLE Co | −337 | 581 | $84,407 | |
| STAG | STAG Industrial, Inc. | −334 | 2,770 | $99,193 | |
| RTX | RTX Corp | −305 | 3,074 | $570,688 | |
| SOXX | iShares Semiconductor ETF | −294 | 6,284 | $0 | |
| KLAC | Kla Corp | −283 | 11,507 | $2,243,059 | |
| PEP | Pepsico Inc | −257 | 419 | $53,095 | |
| BA | Boeing Co | −216 | 130 | $24,186 | |
| LRCX | Lam Research Corp | −185 | 13,731 | $4,510,770 | |
| HD | Home Depot, Inc. | −174 | 276 | $78,519 | |
| LHX | L3harris Technologies, Inc. | −169 | 1,569 | $371,507 | |
| V | Visa Inc. | −152 | 4,449 | $1,598,659 | |
| VEA | Vanguard FTSE Developed Markets ETF | −120 | 66,292 | $4,680,878 | |
| TD | Toronto Dominion Bank | −114 | 118,862 | $13,969,850 | |
| PSA | Public Storage | −103 | 1,680 | $475,171 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 39,595 | $18,062,843 | 5.15% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 29,637 | $15,155,769 | 4.32% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 118,862 | $13,969,850 | 3.98% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Reduced | 138,741 | $12,603,232 | 3.59% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 20,483 | $10,505,730 | 2.99% | |
| SU |
Suncor Energy Inc
Energy
|
Added | 142,033 | $9,639,779 | 2.75% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 47,427 | $9,323,673 | 2.66% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Added | 206,004 | $8,773,710 | 2.50% | |
| CP |
Canadian Pacific Kansas City Ltd
Industrials
|
Added | 90,259 | $7,681,040 | 2.19% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 57,181 | $6,798,820 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 19,885 | $6,578,554 | 1.87% | |
| BIP |
Brookfield Infrastructure Partners L.P.
Utilities
|
Added | 181,018 | $6,435,189 | 1.83% | |
| CM |
Canadian Imperial Bank Of Commerce
Financial Services
|
Reduced | 57,249 | $6,307,694 | 1.80% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 64,773 | $6,275,208 | 1.79% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 17,552 | $6,227,625 | 1.77% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 22,495 | $6,121,564 | 1.74% | |
| CSX |
Csx Corp
Industrials
|
Added | 126,167 | $5,868,027 | 1.67% | |
| BN |
BROOKFIELD Corp
Financial Services
|
Added | 156,232 | $5,696,218 | 1.62% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 10,939 | $5,570,685 | 1.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 20,260 | $5,363,632 | 1.53% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Reduced | 51,764 | $5,128,777 | 1.46% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 88,879 | $4,837,683 | 1.38% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 66,292 | $4,680,878 | 1.33% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 98,260 | $4,625,098 | 1.32% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 13,731 | $4,510,770 | 1.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,859 | $4,468,249 | 1.27% | |
| FTS |
Fortis Inc.
Utilities
|
Added | 84,211 | $4,448,025 | 1.27% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 41,234 | $4,438,015 | 1.26% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 42,164 | $4,381,682 | 1.25% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 12,085 | $4,010,165 | 1.14% | |
| BMO |
Bank Of Montreal
Financial Services
|
Added | 23,422 | $3,917,329 | 1.12% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 41,763 | $3,842,613 | 1.09% | |
| ENB |
Enbridge Inc
Energy
|
Added | 82,573 | $3,838,818 | 1.09% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 4,209 | $3,789,615 | 1.08% | |
| BCE |
Bce Inc
Communication Services
|
Added | 184,394 | $3,750,573 | 1.07% | |
| SLF |
Sun Life Financial Inc
Financial Services
|
Added | 46,802 | $3,649,151 | 1.04% | |
| IMO |
Imperial Oil Ltd
Energy
|
Added | 28,453 | $3,501,141 | 1.00% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 6,111 | $3,370,033 | 0.96% | |
| TM |
Toyota Motor Corp
Consumer Cyclical
|
Added | 18,282 | $3,347,434 | 0.95% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,824 | $3,304,486 | 0.94% | |
| C |
Citigroup Inc
Financial Services
|
Added | 25,461 | $3,296,690 | 0.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 13,179 | $3,283,547 | 0.94% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 10,590 | $3,272,310 | 0.93% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 38,412 | $3,263,483 | 0.93% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 36,496 | $3,149,239 | 0.90% | |
| BEP |
Brookfield Renewable Partners L.P.
Utilities
|
Added | 110,904 | $3,120,838 | 0.89% | |
| O |
Realty Income Corp
Real Estate
|
Added | 56,090 | $3,045,687 | 0.87% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 15,262 | $2,987,536 | 0.85% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,733 | $2,895,460 | 0.83% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 15,839 | $2,780,219 | 0.79% |
Showing the top 50 of 198 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.