Latest Gold Investment Management Ltd. Stock Portfolio

Gold Investment Management Ltd. Performance:

2026 Q1: 2.47%YTD: 2.47%2025: 22.77%

Performance for 2026 Q1 is 2.47%, and YTD is 2.47%, and 2025 is 22.77%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Gold Investment Management Ltd. reported an equity portfolio of $322.9 Millions as of 31 Mar, 2026.

The top stock holdings of Gold Investment Management Ltd. are TSM, TD, AMAT. The fund has invested 4.2% of it's portfolio in TAIWAN SEMICONDUCTOR MFG LTD and 3.4% of portfolio in TORONTO DOMINION BK ONT.

The fund managers got completely rid off BROOKFIELD BUSINESS PARTNERS (BBU), ISHARES SILVER TR (SLV) and SOLSTICE ADVANCED MATLS INC stocks. They significantly reduced their stock positions in NVIDIA CORPORATION (NVDA), SPDR GOLD TR (GLD) and TESLA INC (TSLA). Gold Investment Management Ltd. opened new stock positions in BROOKFIELD BUSINESS CORP. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (IBCE) and VANGUARD INTL EQUITY INDEX F (VEU).

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

Our best estimate is that Gold Investment Management Ltd. made a return of 2.47% in the last quarter. In trailing 12 months, it's portfolio return was 29.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
brookfield business corp	1,494,630
astrazeneca plc	1,972

New stocks bought by Gold Investment Management Ltd.

Additions

Ticker	% Inc.
vanguard scottsdale fds	1,618
ishares tr	13.03
vanguard intl equity index f	12.5
telus corporation	9.72
brookfield infrastructure co	8.39
cenovus energy inc	6.13
omnicom group inc	5.95
bce inc	5.83

Additions to existing portfolio by Gold Investment Management Ltd.

Reductions

Ticker	% Reduced
nvidia corporation	-45.79
spdr gold tr	-38.78
tesla inc	-19.88
vanguard star fds	-0.42
coca cola co	-0.25
vanguard intl equity index f	-0.2

Gold Investment Management Ltd. reduced stake in above stock

Sold off

Ticker	$ Sold
brookfield business partners	-1,595,080
ishares silver tr	-149,981
solstice advanced matls inc	-53,632
boston scientific corp	-7,151
astrazeneca plc	-1,839

Gold Investment Management Ltd. got rid off the above stocks

Sector Distribution

Gold Investment Management Ltd. has about 51% of it's holdings in Others sector.

Sector	%
Others	51
Industrials	10.8
Technology	10.5
Financial Services	9.5
Healthcare	5.5
Consumer Cyclical	3.8
Real Estate	3.2
Energy	2.6
Consumer Defensive	1.8

Market Cap. Distribution

Gold Investment Management Ltd. has about 48.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	51
MEGA-CAP	26
LARGE-CAP	22.9

Stocks belong to which Index?

About 42.8% of the stocks held by Gold Investment Management Ltd. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	57.2
S&P 500	42.8

Top 5 Winners (%)		%
VET	vermilion energy inc	65.5 %
CVE	cenovus energy inc	54.2 %
TER	teradyne inc	53.2 %
IMO	imperial oil ltd	51.3 %
SU	suncor energy inc new	48.4 %

Top 5 Winners ($)		$
SU	suncor energy inc new	3.2 M
AMAT	applied matls inc	2.6 M
CNQ	canadian nat res ltd	1.4 M
TSM	taiwan semiconductor mfg ltd	1.4 M
IMO	imperial oil ltd	1.3 M

Top 5 Losers (%)		%
TRI	thomson reuters corp.	-31.6 %
ADBE	adobe inc	-30.6 %
CRM	salesforce inc	-29.5 %
NVO	novo-nordisk a s	-27.8 %
MKC	mccormick & co inc	-25.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.3 M
TSLA	tesla inc	-1.8 M
	brookfield corp	-0.8 M
BNS	bank nova scotia halifax	-0.6 M
JPM	jpmorgan chase & co	-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 201 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. SU was the most profitable stock for Gold Investment Management Ltd. last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.38	4,802	1,218,700	added	0.04

ABBV	abbvie inc	0.54	8,089	1,759,280	added	0.26

ABT	abbott labs	0.34	10,589	1,087,170	added	1.46

ADBE	adobe inc	0.00	17.00	4,132	unchanged	0.00

AEM	agnico eagle mines ltd	0.30	4,809	975,165	added	0.19

AFK	vaneck etf trust	0.00	2.00	767	unchanged	0.00

ALB	albemarle corp	0.07	1,258	225,849	unchanged	0.00

AMAT	applied matls inc	3.29	31,043	10,610,200	added	0.34

AMD	advanced micro devices inc	0.33	5,221	1,062,110	unchanged	0.00

AMGN	amgen inc	0.10	945	332,498	unchanged	0.00

AMT	american tower corp new	0.01	131	22,608	unchanged	0.00

AMZN	amazon com inc	0.86	13,400	2,791,090	added	0.22

ASML	asml holding n v	0.79	1,927	2,545,710	unchanged	0.00

AVB	avalonbay cmntys inc	0.01	157	25,646	unchanged	0.00

AVGO	broadcom inc	0.72	7,544	2,335,590	unchanged	0.00

AXP	american express co	0.00	33.00	9,982	unchanged	0.00

AZN	astrazeneca plc	0.00	0.00	0.00	sold off	-100

BA	boeing co	0.02	346	68,864	unchanged	0.00

BAC	bank america corp	1.34	88,857	4,331,780	added	0.19

BAM	brookfield asset managmt ltd	0.71	51,522	2,288,430	added	2.72