Gold Investment Management Ltd.

Position in BMO — Bank Of Montreal /Can/

CIK 2006008 EDMONTON, A0

Position in BMO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,110,042

+$985,313 QoQ

Shares Held

23,260

+0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#196

of 654 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gold Investment Management Ltd. holds $62,169,520 across 9 Banks - Diversified names. BMO ranks #7 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank	118,976	$14,447,255
2	BNS	Bank Of Nova Scotia	138,750	$12,049,050
3	RY	Royal Bank Of Canada	47,242	$9,777,676
4	CM	Canadian Imperial Bank Of Commerce /Can/	57,673	$6,632,395
5	JPM	Jpmorgan Chase & Co	19,913	$6,518,122
6	BAC	Bank Of America Corp /De/	88,802	$5,059,937
7	BMO	Bank Of Montreal /Can/ This page	23,260	$4,110,042
8	C	Citigroup Inc	25,440	$3,560,582

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,110,042	23,260	+0.7%	Shares	Sole	2026-08-06
2026-03-31	$3,124,729	23,088	+0.8%	Shares	Sole	2026-04-22
2025-12-31	$2,972,061	22,899	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$2,950,813	22,655	+1.0%	Shares	Sole	2025-10-29
2025-06-30	$2,481,099	22,427	+0.9%	Shares	Sole	2025-07-18
2025-03-31	$2,121,945	22,217	+5.1%	Shares	Sole	2025-04-24
2024-12-31	$2,052,413	21,148	+1.2%	Shares	Sole	2025-02-10
2024-09-30	$1,885,631	20,905	+1.3%	Shares	Sole	2024-10-31
2024-06-30	$1,730,412	20,637	-6.8%	Shares	Sole	2024-07-26
2024-03-31	$2,163,123	22,145	+1.9%	Shares	Sole	2024-05-03
2023-12-31	$2,150,559	21,736	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.