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Latest Gold Investment Management Ltd. Stock Portfolio

$368Million | No. of Holdings #202

Gold Investment Management Ltd. Performance

2026 Q2+16.26%
YTD+19.13%
2025+22.77%

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

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gold Investment Management Ltd. reported an equity portfolio of $368.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Gold Investment Management Ltd. are AMAT, TSM, TD. The fund has invested 5.9% of it's portfolio in APPLIED MATLS INC and 5.2% of portfolio in TAIWAN SEMICONDUCTOR MFG LTD. <br><br> The fund managers got completely rid off GRANITE REAL ESTATE INVT TR, HONEYWELL INTL INC (HON) and THOMSON REUTERS CORP. (TRI) stocks. They significantly reduced their stock positions in BROOKFIELD INFRASTRUCTURE CO, AVALONBAY CMNTYS INC (AVB) and BLACKSTONE INC (BX). Gold Investment Management Ltd. opened new stock positions in HONEYWELL INTL INC (HON), HONEYWELL AEROSPACE INC and ISHARES GOLD TR (IAU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD SPECIALIZED FUNDS (VIG) and PNC FINL SVCS GROUP INC (PNC).
Gold Investment Management Ltd. Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$368Million
  as of Aug 06, 2026

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

Our best estimate is that Gold Investment Management Ltd. made a return of 16.26% in the last quarter. In trailing 12 months, it's portfolio return was 35.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell intl inc492,692
honeywell aerospace inc486,487
ishares gold tr31,637
thomson reuters corp24,574
ovintiv inc9,475
global x fds239
New stocks bought by Gold Investment Management Ltd.

Additions

Ticker% Inc.
vanguard intl equity index f7,933
vanguard specialized funds280
vanguard intl equity index f250
pnc finl svcs group inc51.54
abbott labs12.25
ishares tr10.77
tesla inc8.03
crown hldgs inc6.16
Additions to existing portfolio by Gold Investment Management Ltd.

Reductions

Ticker% Reduced
brookfield infrastructure co-74.69
avalonbay cmntys inc-68.15
blackstone inc-65.88
vermilion energy inc-62.5
vanguard world fds-50.00
disney walt co-43.83
thermo fisher scientific inc-40.77
texas instrs inc-38.74
Gold Investment Management Ltd. reduced stake in above stock

Sold off

Ticker$ Sold
granite real estate invt tr-4,899,190
honeywell intl inc-1,001,760
udr inc-11,789
thomson reuters corp.-27,592
equity residential-11,653
Gold Investment Management Ltd. got rid off the above stocks

Sector Distribution

Gold Investment Management Ltd. has about 46% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Real Estate
  • Energy
  • Consumer Defensive
  • Communication Services
Sector%
Others46
Technology14.7
Financial Services11.9
Industrials9.7
Healthcare5
Consumer Cyclical4.8
Real Estate2.9
Energy2.1
Consumer Defensive1.5
Communication Services1.3

Market Cap. Distribution

Gold Investment Management Ltd. has about 50.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.8
MEGA-CAP30.3
LARGE-CAP19.8

Stocks belong to which Index?

About 44.6% of the stocks held by Gold Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others55.4
S&P 50044.6
Top 5 Winners (%)%
barrick mng corp
316.3 %
AMD
advanced micro devices inc
178.6 %
MRVL
marvell technology inc
177.8 %
AMAT
applied matls inc
110.0 %
KLAC
kla corp
101.6 %
Top 5 Winners ($)$
AMAT
applied matls inc
11.7 M
TSM
taiwan semiconductor mfg ltd
5.6 M
TD
toronto dominion bk ont
3.4 M
LRCX
lam research corp
3.1 M
BNS
bank nova scotia halifax
2.4 M
Top 5 Losers (%)%
NOC
northrop grumman corp
-25.4 %
CME
cme group inc
-25.2 %
ALB
albemarle corp
-24.7 %
AEM
agnico eagle mines ltd
-23.4 %
VET
vermilion energy inc
-22.0 %
Top 5 Losers ($)$
SU
suncor energy inc new
-1.8 M
LMT
lockheed martin corp
-0.9 M
CNQ
canadian nat res ltd
-0.9 M
TM
toyota motor corp
-0.7 M
BCE
bce inc
-0.6 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 202 stocks in it's portfolio. About 32.1% of the portfolio is in top 10 stocks. SU proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Gold Investment Management Ltd. last quarter.

$368.83MTotal Value
207Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Gold Investment Management Ltd., last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Gold Investment Management Ltd.'s holding in Agnico Eagle Mines Ltd over time
0.2%4,822
$748.9K
0.2%
increased 0.27 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Gold Investment Management Ltd.'s holding in Vaneck Etf Trust over time
0%2.00
$1.3K
0%
unchanged 0 percentunchanged
ASML
Asml Holding N V

Asml Holding N V

ASML
Gold Investment Management Ltd.'s holding in Asml Holding N V over time
1.01%1,875
$3.73M
1.01%
decreased 2.7 percentreduced
BAM
Brookfield Asset Managmt Ltd

Brookfield Asset Managmt Ltd

BAM
Gold Investment Management Ltd.'s holding in Brookfield Asset Managmt Ltd over time
0.64%52,343
$2.35M
0.64%
increased 1.59 percentadded
BCE
Bce Inc

Bce Inc

BCE
Gold Investment Management Ltd.'s holding in Bce Inc over time
0.96%164,505
$3.54M
0.96%
increased 4.41 percentadded