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Latest Gold Investment Management Ltd. Stock Portfolio

Gold Investment Management Ltd. Performance:
2025 Q3: 4.96%YTD: 8.73%2024: 7.28%
Performance for 2025 Q3 is 4.96%, and YTD is 8.73%, and 2024 is 7.28%.

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 $297.6 Millions as of 30 Sep, 2025.

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

They significantly reduced their stock positions in VENTAS INC (VTR), SELECT SECTOR SPDR TR (XLB) and MID-AMER APT CMNTYS INC (MAA). The fund showed a lot of confidence in some stocks as they added substantially to GENERAL DYNAMICS CORP (GD), TESLA INC (TSLA) and BROOKFIELD INFRASTRUCTURE CO.

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

Our best estimate is that Gold Investment Management Ltd. made a return of 4.96% in the last quarter. In trailing 12 months, it's portfolio return was 7.88%.

New Buys

No new stocks were added by Gold Investment Management Ltd.

Additions

Ticker% Inc.
general dynamics corp73.48
tesla inc34.6
brookfield infrastructure co9.52
ishares tr8.08
bce inc5.86
franklin resources inc5.66
omnicom group inc5.6
brookfield business partners5.42
Additions to existing portfolio by Gold Investment Management Ltd.

Reductions

Ticker% Reduced
ventas inc-3.07
select sector spdr tr-2.95
mid-amer apt cmntys inc-2.94
public storage-2.77
mcdonalds corp-2.46
ishares tr-1.72
select sector spdr tr-1.52
ishares tr-1.36
Gold Investment Management Ltd. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Gold Investment Management Ltd.

Sector Distribution

Gold Investment Management Ltd. has about 48.9% of it's holdings in Others sector.

Sector%
Others48.9
Technology11.2
Industrials10.6
Financial Services10.4
Healthcare5.4
Consumer Cyclical5
Real Estate3.4
Energy2.2
Consumer Defensive1.7
Communication Services1.1

Market Cap. Distribution

Gold Investment Management Ltd. has about 50.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED48.9
LARGE-CAP28.1
MEGA-CAP22.3

Stocks belong to which Index?

About 45.6% of the stocks held by Gold Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others54.4
S&P 50045.6
Top 5 Winners (%)%
TER
teradyne inc
49.7 %
NEM
newmont corp
43.3 %
IVZ
invesco ltd
39.8 %
GOOG
alphabet inc
38.3 %
LRCX
lam research corp
37.5 %
Top 5 Winners ($)$
TSLA
tesla inc
2.7 M
ORCL
oracle corp
0.9 M
AMAT
applied matls inc
0.7 M
JNJ
johnson & johnson
0.6 M
LRCX
lam research corp
0.5 M
Top 5 Losers (%)%
AMT
american tower corp new
-14.3 %
MKC
mccormick & co inc
-13.3 %
CRM
salesforce inc
-12.8 %
TXN
texas instrs inc
-12.7 %
FCX
freeport-mcmoran inc
-11.0 %
Top 5 Losers ($)$
CP
canadian pacific kansas city
-0.5 M
MKL
markel group inc
-0.1 M
HON
honeywell intl inc
-0.1 M
MAA
mid-amer apt cmntys inc
-0.1 M
V
visa inc
-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 28.5% of the portfolio is in top 10 stocks. CP proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Gold Investment Management Ltd. last quarter.

Last Reported on: 29 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions