Latest Gold Investment Management Ltd. Stock Portfolio

Gold Investment Management Ltd. Performance:

2025 Q4: 3.37%YTD: 21.64%2024: 8.35%

Performance for 2025 Q4 is 3.37%, and YTD is 21.64%, and 2024 is 8.35%.

About Gold Investment Management Ltd. and 13F Hedge Fund Stock Holdings

On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gold Investment Management Ltd. reported an equity portfolio of $313.3 Millions as of 31 Dec, 2025.

The top stock holdings of Gold Investment Management Ltd. are TSM, TSLA, . The fund has invested 3.9% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 3.8% of portfolio in TESLA INC.

The fund managers got completely rid off LXP INDUSTRIAL TRUST (LXP) and TOTALENERGIES SE stocks. They significantly reduced their stock positions in BARRICK MNG CORP, SELECT SECTOR SPDR TR (XLB) and ORACLE CORP (ORCL). Gold Investment Management Ltd. opened new stock positions in CROWN HLDGS INC (CCK), SOLSTICE ADVANCED MATLS INC and LXP INDUSTRIAL TRUST (LXP). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), BROOKFIELD CORP and ISHARES TR (IBCE).

Gold Investment Management Ltd. Annual Return Estimates Vs S&P 500

Our best estimate is that Gold Investment Management Ltd. made a return of 3.37% in the last quarter. In trailing 12 months, it's portfolio return was 21.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
crown hldgs inc	1,247,890
solstice advanced matls inc	53,632
lxp industrial trust	52,803
totalenergies se	13,084
unilever plc	1,373

New stocks bought by Gold Investment Management Ltd.

Additions

Ticker	% Inc.
select sector spdr tr	100
select sector spdr tr	96.07
brookfield corp	50.59
brookfield infrastructure co	36.96
ishares tr	19.16
mid-amer apt cmntys inc	5.1
takeda pharmaceutical co ltd	4.24
sun life financial inc.	4.04

Additions to existing portfolio by Gold Investment Management Ltd.

Reductions

Ticker	% Reduced
barrick mng corp	-78.28
select sector spdr tr	-37.59
oracle corp	-25.28
equity residential	-21.83
udr inc	-21.57
south bow corp	-18.89
eli lilly & co	-17.18
avalonbay cmntys inc	-11.8

Gold Investment Management Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
lxp industrial trust	-47,192
telus intl cda inc	-1,785
totalenergies se	-11,938
unilever plc	-1,482

Gold Investment Management Ltd. got rid off the above stocks

Sector Distribution

Gold Investment Management Ltd. has about 49.6% of it's holdings in Others sector.

Sector	%
Others	49.6
Technology	10.8
Financial Services	10.6
Industrials	10.1
Healthcare	5.6
Consumer Cyclical	5.3
Real Estate	3.1
Energy	2
Consumer Defensive	1.7
Communication Services	1.1

Market Cap. Distribution

Gold Investment Management Ltd. has about 49.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	49.6
LARGE-CAP	28.3
MEGA-CAP	21.4

Stocks belong to which Index?

About 44.7% of the stocks held by Gold Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.3
S&P 500	44.7

Top 5 Winners (%)		%
ALB	albemarle corp	74.4 %
SLV	ishares silver tr	52.1 %
TER	teradyne inc	40.6 %
LLY	eli lilly & co	37.3 %
GM	general mtrs co	33.4 %

Top 5 Winners ($)		$
	toronto dominion bk ont	1.7 M
AMAT	applied matls inc	1.6 M
	bank nova scotia halifax	1.3 M
	royal bk cda	1.1 M
	manulife finl corp	1.0 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-42.0 %
MOS	mosaic co new	-30.5 %
	brookfield corp	-29.1 %
ORCL	oracle corp	-26.8 %

Top 5 Losers ($)		$
	brookfield corp	-2.8 M
XLB	select sector spdr tr	-1.6 M
ORCL	oracle corp	-1.1 M
MSFT	microsoft corp	-0.7 M
	telus corporation	-0.3 M

Gold Investment Management Ltd. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Gold Investment Management Ltd.

Gold Investment Management Ltd. has 204 stocks in it's portfolio. About 29.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. was the most profitable stock for Gold Investment Management Ltd. last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.42	4,800	1,304,930	added	0.04

ABBV	abbvie inc	0.59	8,068	1,843,460	reduced	-0.05

ABT	abbott labs	0.42	10,437	1,307,650	added	0.12

ADBE	adobe inc	0.00	17.00	5,950	unchanged	0.00

AFK	vaneck etf trust	0.00	2.00	720	unchanged	0.00

ALB	albemarle corp	0.06	1,258	177,932	unchanged	0.00

AMAT	applied matls inc	2.54	30,938	7,950,760	reduced	-1.16

AMD	advanced micro devices inc	0.36	5,221	1,118,130	unchanged	0.00

AMGN	amgen inc	0.10	945	309,308	unchanged	0.00

AMT	american tower corp new	0.01	131	23,000	unchanged	0.00

AMZN	amazon com inc	0.98	13,370	3,086,060	unchanged	0.00

AVB	avalonbay cmntys inc	0.01	157	28,466	reduced	-11.8

AVGO	broadcom inc	0.83	7,544	2,610,980	unchanged	0.00

AXP	american express co	0.00	33.00	12,208	unchanged	0.00

BA	boeing co	0.02	346	75,124	unchanged	0.00

BAC	bank america corp	1.56	88,689	4,877,900	added	0.28

BDX	becton dickinson & co	0.07	1,147	222,598	unchanged	0.00

BEN	franklin resources inc	0.31	40,891	976,886	reduced	-2.51

BK	bank new york mellon corp	0.00	100	11,609	unchanged	0.00

BMY	bristol-myers squibb co	0.22	12,542	676,515	added	0.42