Latest Gold Investment Management Ltd. Stock Portfolio

Gold Investment Management Ltd. Performance:

2025 Q2: 5.83%YTD: 3.86%2024: 6.9%

Performance for 2025 Q2 is 5.83%, and YTD is 3.86%, and 2024 is 6.9%.

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

In it's latest 13F Holdings report, Gold Investment Management Ltd. reported an equity portfolio of $265.6 Millions as of 30 Jun, 2025.

The top stock holdings of Gold Investment Management Ltd. are MSFT, TSM, . The fund has invested 3.6% of it's portfolio in MICROSOFT CORP and 3.5% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD.

The fund managers got completely rid off SPDR INDEX SHS FDS (CWI), BARRICK GOLD CORP and LYONDELLBASELL INDUSTRIES N (LYB) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), SELECT SECTOR SPDR TR (XLB) and NEXTERA ENERGY INC (NEE). Gold Investment Management Ltd. opened new stock positions in BARRICK MNG CORP. The fund showed a lot of confidence in some stocks as they added substantially to L3HARRIS TECHNOLOGIES INC (LHX), KLA CORP (KLAC) and TESLA INC (TSLA).

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

Our best estimate is that Gold Investment Management Ltd. made a return of 5.83% in the last quarter. In trailing 12 months, it's portfolio return was 6.46%.

New Buys

Ticker	$ Bought
barrick mng corp	298,445
emera inc	26,335

New stocks bought by Gold Investment Management Ltd.

Additions

Ticker	% Inc.
l3harris technologies inc	108
kla corp	76.19
tesla inc	68.05
advanced micro devices inc	65.9
lam research corp	52.72
ishares tr	46.7
ishares bitcoin trust etf	46.08
asml holding n v	44.47

Additions to existing portfolio by Gold Investment Management Ltd.

Reductions

Ticker	% Reduced
invesco qqq tr	-97.44
select sector spdr tr	-92.09
nextera energy inc	-90.23
select sector spdr tr	-85.11
nnn reit inc	-64.02
avalonbay cmntys inc	-52.91
select sector spdr tr	-52.67
select sector spdr tr	-50.02

Gold Investment Management Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
spdr index shs fds	-1,146,580
barrick gold corp	-276,001
sunopta inc	-2,426
nike inc	-20,948
lyondellbasell industries n	-20,979
ford mtr co del	-2,417
gildan activewear inc	-6,413
transalta corp	-990

Gold Investment Management Ltd. got rid off the above stocks

Sector Distribution

Gold Investment Management Ltd. has about 49.7% of it's holdings in Others sector.

Sector	%
Others	49.7
Technology	11
Industrials	10.7
Financial Services	10.7
Healthcare	5.5
Real Estate	3.7
Consumer Cyclical	3.5
Energy	2.2
Consumer Defensive	1.8

Market Cap. Distribution

Gold Investment Management Ltd. has about 49.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	49.7
LARGE-CAP	28.8
MEGA-CAP	21

Stocks belong to which Index?

About 44.3% of the stocks held by Gold Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.7
S&P 500	44.3

Top 5 Winners (%)		%
ORCL	oracle corp	53.8 %
AVGO	broadcom inc	49.5 %
NVDA	nvidia corporation	41.4 %
MOS	mosaic co new	36.2 %
AMD	advanced micro devices inc	33.0 %

Top 5 Winners ($)		$
MSFT	microsoft corp	2.2 M
ORCL	oracle corp	1.2 M
AMAT	applied matls inc	1.1 M
JPM	jpmorgan chase & co	0.9 M
CP	canadian pacific kansas city	0.8 M

Top 5 Losers (%)		%
BDX	becton dickinson & co	-24.7 %
BMY	bristol-myers squibb co	-23.3 %
TMO	thermo fisher scientific inc	-15.3 %
CVX	chevron corp new	-13.0 %
ALB	albemarle corp	-12.8 %

Top 5 Losers ($)		$
MAA	mid-amer apt cmntys inc	-0.2 M
JNJ	johnson & johnson	-0.2 M
BMY	bristol-myers squibb co	-0.2 M
ABBV	abbvie inc	-0.2 M
LLY	eli lilly & co	-0.1 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 203 stocks in it's portfolio. About 27% of the portfolio is in top 10 stocks. MAA proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Gold Investment Management Ltd. last quarter.

Last Reported on: 18 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	3.64	19,548	9,661,320	added	5.7
Historical Trend of MICROSOFT CORP Position Held By Gold Investment Management Ltd. What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	TSM	taiwan semiconductor mfg ltd	3.48	41,008	9,246,550	added	7.81

		toronto dominion bk ont	3.18	114,797	8,458,040	added	1.18

		bank nova scotia halifax	2.97	142,484	7,877,420	added	2.75

	CP	canadian pacific kansas city	2.53	84,079	6,719,170	added	1.52

		manulife finl corp	2.35	194,845	6,228,740	added	1.75

		brookfield corp	2.30	99,224	6,115,760	added	0.78

		royal bk cda	2.30	46,258	6,113,360	added	1.74

	TSLA	tesla inc	2.16	19,075	5,736,040	added	68.05

	AMAT	applied matls inc	2.13	30,887	5,666,310	added	11.02

		suncor energy inc new	2.12	150,311	5,629,490	added	2.15

	JPM	jpmorgan chase & co	2.12	19,382	5,626,070	added	1.35

		brookfield infrast partners	2.07	164,114	5,496,980	added	4.01

		canadian natl ry co	2.00	51,016	5,325,000	added	1.38

	UNP	union pac corp	1.80	20,455	4,772,630	added	0.51

	LMT	lockheed martin corp	1.65	9,427	4,384,310	added	5.68

		granite real estate invt tr	1.59	83,073	4,219,520	reduced	-0.48

	BAC	bank america corp	1.58	88,438	4,210,110	added	0.18

	WMT	walmart inc	1.53	41,576	4,075,900	added	1.29

		canadian imperial bk comm to	1.52	56,961	4,042,470	added	0.59