Gold Investment Management Ltd.
13F Reported Value
ⓘ$368.8M
Holdings
202
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Gold Investment Management Ltd. disclosed 202 positions worth $368.8M in its Form 13F-HR for Q2 2026, led by $AMAT (APPLIED MATERIALS INC /DE) at 5.9% of the equity portfolio, followed by $TSM and $TD. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $HONA. The portfolio is most concentrated in Financials (27.1% of disclosed assets). All figures are sourced directly from Gold Investment Management Ltd.’s Form 13F-HR filing with the SEC under CIK 2006008.
AI Fund Analysis
Concentrating
$AMAT
$TSM
$TD
$BNS
$RY
$CNQ
$BEPC
$C
$NDAQSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 72.3#157
Quality
$21.8M30,195 sh - $19.2M40,200 sh
- 80.5#12
Quality
$14.5M118,976 sh - 71.1
Quality
$12.1M138,750 sh - 74.8
Quality
$9.8M47,242 sh - 53.9
Quality
$9.5M22,656 sh - —
Quality
$8.3M205,234 sh - $7.8M180,236 sh
- 69.7
Quality
$7.7M89,391 sh - —
Quality
$7.6M141,845 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| APPLIED MATERIALS INC /DE$AMAT | 72.3#157 | $21.8M | 30,195 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $19.2M | 40,200 |
| TORONTO DOMINION BANK$TD | 80.5#12 | $14.5M | 118,976 |
| BANK OF NOVA SCOTIA$BNS | 71.1 | $12.1M | 138,750 |
| ROYAL BANK OF CANADA$RY | 74.8 | $9.8M | 47,242 |
 Tesla, Inc.$TSLA | 53.9 | $9.5M | 22,656 |
 MANULIFE FINANCIAL CORP$MFC | — | $8.3M | 205,234 |
 Brookfield Infrastructure Partners L.P.$BIP | — | $7.8M | 180,236 |
 CANADIAN PACIFIC KANSAS CITY LTD/CN$CP | 69.7 | $7.7M | 89,391 |
 SUNCOR ENERGY INC$SU | — | $7.6M | 141,845 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gold Investment Management Ltd.'s 202 positions.
Showing top 10 of 202 holdings.
Sector Allocation
Financials
$100.0M
Industrials
$74.5M
Technology
$71.8M
Other
$35.5M
Energy
$21.0M
Healthcare
$20.4M
Real Estate
$17.2M
Utilities
$9.0M
Top Holdings — Gold Investment Management Ltd. (Q2 2026)
Top 150 of 202 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMAT | APPLIED MATERIALS INC /DE | $21.8M | 5.9% | -3% | 72.3 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $19.2M | 5.2% | -1% | — |
| 3 | $TD | TORONTO DOMINION BANK | $14.5M | 3.9% | -0% | 80.5 |
| 4 | $BNS | BANK OF NOVA SCOTIA | $12.1M | 3.3% | +0% | 71.1 |
| 5 | $RY | ROYAL BANK OF CANADA | $9.8M | 2.6% | -0% | 74.8 |
| 6 | $TSLA | Tesla, Inc. | $9.5M | 2.6% | +8% | 53.9 |
| 7 | $MFC | MANULIFE FINANCIAL CORP | $8.3M | 2.3% | -0% | — |
| 8 | $BIP | Brookfield Infrastructure Partners L.P. | $7.8M | 2.1% | +2% | — |
| 9 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $7.7M | 2.1% | +1% | 69.7 |
| 10 | $SU | SUNCOR ENERGY INC | $7.6M | 2.1% | -5% | — |
| 11 |  $MSFT | MICROSOFT CORP | $7.5M | 2.0% | +0% | 79.8 |
| 12 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $6.8M | 1.8% | +1% | — |
| 13 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $6.6M | 1.8% | -1% | 76.4 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $6.5M | 1.8% | -0% | 70.7 |
| 15 |  $BN | BROOKFIELD Corp /ON/ | $6.5M | 1.8% | -0% | — |
| 16 |  $LRCX | LAM RESEARCH CORP | $6.0M | 1.6% | -6% | 79.4 |
| 17 |  $UNP | UNION PACIFIC CORP | $6.0M | 1.6% | +1% | 69.7 |
| 18 |  $CSX | CSX CORP | $6.0M | 1.6% | -0% | 65.2 |
| 19 | — | ISHARES TR - CORE MSCI EAFE | $5.9M | 1.6% | +11% | — |
| 20 | — | ISHARES INC - MSCI EMRG CHN | $5.5M | 1.5% | +1% | — |
| 21 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.1M | 1.4% | -0% | 67.6 |
| 22 |  $LMT | LOCKHEED MARTIN CORP | $5.1M | 1.4% | +0% | 65.6 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $5.1M | 1.4% | +0% | 69 |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $4.9M | 1.3% | -3% | 70.3 |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $4.7M | 1.3% | -0% | — |
| 26 |  $FTS | Fortis Inc. | $4.7M | 1.3% | +1% | 62 |
| 27 |  $WMT | Walmart Inc. | $4.7M | 1.3% | +1% | 60.2 |
| 28 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 1.2% | -2% | — |
| 29 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 1.2% | -1% | 73.5 |
| 30 |  $ENB | ENBRIDGE INC | $4.2M | 1.1% | +1% | 66.7 |
| 31 | — | ISHARES TR - ISHARES SEMICDTR | $4.2M | 1.1% | -2% | — |
| 32 |  $BMO | BANK OF MONTREAL /CAN/ | $4.1M | 1.1% | +1% | 76 |
| 33 |  $GD | GENERAL DYNAMICS CORP | $3.9M | 1.1% | -0% | 68.7 |
| 34 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | $3.9M | 1.1% | +0% | — |
| 35 |  $ASML | ASML HOLDING NV | $3.7M | 1.0% | -3% | — |
| 36 | $BEPC | Brookfield Renewable Corp | $3.7M | 1.0% | +2% | — |
| 37 |  $SLF | SUN LIFE FINANCIAL INC | $3.6M | 1.0% | +0% | — |
| 38 | $C | CITIGROUP INC | $3.6M | 1.0% | +0% | 65 |
| 39 |  $KLAC | KLA CORP | $3.6M | 1.0% | +837% | 78.6 |
| 40 |  $BCE | BCE INC | $3.5M | 1.0% | +4% | 55 |
| 41 |  $O | REALTY INCOME CORP | $3.4M | 0.9% | -3% | 73.7 |
| 42 |  $NSC | NORFOLK SOUTHERN CORP | $3.3M | 0.9% | +1% | 63.2 |
| 43 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.3M | 0.9% | -10% | — |
| 44 |  $IMO | IMPERIAL OIL LTD | $3.2M | 0.9% | -1% | — |
| 45 | $NDAQ | NASDAQ, INC. | $3.2M | 0.9% | +2% | 76.7 |
| 46 |  $AMZN | AMAZON COM INC | $3.1M | 0.8% | -2% | 68.7 |
| 47 |  $MA | Mastercard Inc | $3.1M | 0.8% | +2% | 85.1 |
| 48 |  $TM | TOYOTA MOTOR CORP/ | $3.0M | 0.8% | +1% | — |
| 49 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $3.0M | 0.8% | -2% | — |
| 50 |  $LLY | ELI LILLY & Co | $2.9M | 0.8% | +0% | 87.5 |
| 51 |  $MKL | MARKEL GROUP INC. | $2.8M | 0.8% | +1% | 60.2 |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $2.8M | 0.8% | -7% | 79.8 |
| 53 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.8M | 0.8% | +1% | 72.8 |
| 54 |  $AVGO | Broadcom Inc. | $2.7M | 0.7% | -4% | 84.5 |
| 55 |  $MDT | Medtronic plc | $2.6M | 0.7% | -3% | 68.7 |
| 56 |  $BLK | BlackRock, Inc. | $2.4M | 0.7% | +1% | 70 |
| 57 |  $BAM | Brookfield Asset Management Ltd. | $2.3M | 0.6% | +2% | — |
| 58 |  $MRK | Merck & Co., Inc. | $2.1M | 0.6% | +2% | 59.9 |
| 59 |  $ABBV | AbbVie Inc. | $2.0M | 0.6% | -1% | 72.6 |
| 60 |  $GOOGL | Alphabet Inc. | $2.0M | 0.5% | -1% | 78.2 |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 0.5% | -0% | 73.8 |
| 62 |  $IVZ | Invesco Ltd. | $1.8M | 0.5% | -1% | — |
| 63 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $1.7M | 0.5% | -5% | — |
| 64 |  $ORCL | ORACLE CORP | $1.6M | 0.4% | -4% | 66.2 |
| 65 |  $V | VISA INC. | $1.6M | 0.4% | +0% | 82.9 |
| 66 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $1.5M | 0.4% | -1% | 61.2 |
| 67 |  $CCK | CROWN HOLDINGS, INC. | $1.5M | 0.4% | +6% | 62.1 |
| 68 |  $BEN | FRANKLIN TEMPLETON INC | $1.5M | 0.4% | +4% | 57.9 |
| 69 |  $TU | TELUS CORP | $1.4M | 0.4% | +6% | 48.2 |
| 70 |  $AAPL | Apple Inc. | $1.4M | 0.4% | +0% | 76.4 |
| 71 |  $PFE | PFIZER INC | $1.4M | 0.4% | +2% | 62 |
| 72 |  $VTR | Ventas, Inc. | $1.4M | 0.4% | -2% | 62.5 |
| 73 |  $BBUC.R1871130 | Brookfield Business Corp | $1.2M | 0.3% | -13% | 47.1 |
| 74 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.2M | 0.3% | +0% | 62.9 |
| 75 |  $OMC | OMNICOM GROUP INC. | $1.1M | 0.3% | +5% | 59.1 |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.1M | 0.3% | -6% | — |
| 77 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.3% | +12% | 65.5 |
| 78 |  $RCI | ROGERS COMMUNICATIONS INC | $995,446 | 0.3% | +2% | — |
| 79 |  $TFII | TFI International Inc. | $906,726 | 0.3% | +0% | — |
| 80 | — | SELECT SECTOR SPDR TR - FINANCIAL | $864,890 | 0.2% | +0% | — |
| 81 | — | ISHARES TR - CORE MSCI EMKT | $757,192 | 0.2% | -0% | — |
| 82 |  $AEM | AGNICO EAGLE MINES LTD | $748,873 | 0.2% | +0% | — |
| 83 |  $BMY | BRISTOL MYERS SQUIBB CO | $722,670 | 0.2% | +0% | 70.4 |
| 84 |  $TRP | TC ENERGY CORP | $650,602 | 0.2% | -3% | — |
| 85 |  $RTX | RTX Corp | $641,098 | 0.2% | +0% | 73.2 |
| 86 |  $PSA | Public Storage | $567,547 | 0.1% | -3% | 69.1 |
| 87 |  $FNV | FRANCO NEVADA Corp | $564,163 | 0.1% | +0% | — |
| 88 |  $NVDA | NVIDIA CORP | $562,253 | 0.1% | -5% | 85.9 |
| 89 |  $WELL | WELLTOWER INC. | $552,218 | 0.1% | -1% | 59.8 |
| 90 |  $WCN | Waste Connections, Inc. | $548,783 | 0.1% | +0% | 68.2 |
| 91 |  $B | BARRICK MINING CORP | $538,076 | 0.1% | +0% | 69.6 |
| 92 |  $TER | TERADYNE, INC | $533,676 | 0.1% | -22% | 77.3 |
| 93 |  $CVE | CENOVUS ENERGY INC. | $528,309 | 0.1% | +0% | 51.9 |
| 94 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $505,045 | 0.1% | +0% | 64.4 |
| 95 |  $PBA | PEMBINA PIPELINE CORP | $494,104 | 0.1% | -3% | — |
| 96 |  $HON | HONEYWELL INTERNATIONAL INC | $492,692 | 0.1% | -50% | 65 |
| 97 |  $HONA | Honeywell Aerospace Inc. | $486,487 | 0.1% | NEW | — |
| 98 | — | ISHARES TR - LATN AMER 40 ETF | $431,156 | 0.1% | +3% | — |
| 99 |  $CCJ | CAMECO CORP | $421,994 | 0.1% | +0% | — |
| 100 |  $MRVL | Marvell Technology, Inc. | $414,961 | 0.1% | -23% | 76.5 |
| 101 |  $MS | MORGAN STANLEY | $387,978 | 0.1% | +0% | 75.8 |
| 102 |  $AMGN | AMGEN INC | $342,203 | 0.1% | +0% | 79.2 |
| 103 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $332,825 | 0.1% | +1% | — |
| 104 |  $META | Meta Platforms, Inc. | $325,582 | 0.1% | +0% | 79.6 |
| 105 |  $COST | COSTCO WHOLESALE CORP /NEW | $304,028 | 0.1% | +0% | 66.2 |
| 106 | — | ISHARES TR - CORE S&P MCP ETF | $287,198 | 0.1% | +0% | — |
| 107 |  $MMM | 3M CO | $279,942 | 0.1% | -2% | 64.9 |
| 108 |  $GOOG | Alphabet Inc. | $265,883 | 0.1% | +0% | 78.2 |
| 109 |  $LIN | LINDE PLC | $256,875 | 0.1% | +0% | — |
| 110 |  $STN | STANTEC INC | $234,881 | 0.1% | +0% | — |
| 111 |  $XOM.R34088 | EXXON MOBIL CORP | $224,904 | 0.1% | +1% | 57.9 |
| 112 |  $WPM | Wheaton Precious Metals Corp. | $223,192 | 0.1% | +0% | — |
| 113 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $218,643 | 0.1% | +52% | 73.7 |
| 114 |  $EQIX | EQUINIX INC | $213,690 | 0.1% | -3% | 59 |
| 115 |  $MCD | MCDONALDS CORP | $211,923 | 0.1% | +0% | 69 |
| 116 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | $203,402 | 0.1% | +0% | — |
| 117 |  $WFG | WEST FRASER TIMBER CO., LTD | $182,019 | 0.1% | +0% | — |
| 118 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $180,821 | 0.1% | -34% | — |
| 119 |  $BDX | BECTON DICKINSON & CO | $173,576 | 0.1% | +0% | 59 |
| 120 |  $ALB | ALBEMARLE CORP | $168,382 | 0.1% | -1% | 53.3 |
| 121 |  $MET | METLIFE INC | $165,836 | 0.0% | +0% | 56.2 |
| 122 |  $TXN | TEXAS INSTRUMENTS INC | $165,429 | 0.0% | -39% | 73.4 |
| 123 |  $HD | HOME DEPOT, INC. | $158,706 | 0.0% | +0% | 60.3 |
| 124 |  $TECK | TECK RESOURCES LTD | $155,736 | 0.0% | +0% | — |
| 125 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $136,586 | 0.0% | +0% | — |
| 126 |  $PM | Philip Morris International Inc. | $135,683 | 0.0% | +0% | 75.9 |
| 127 |  $PG | PROCTER & GAMBLE Co | $134,616 | 0.0% | +0% | 64.6 |
| 128 |  $STAG | STAG Industrial, Inc. | $118,138 | 0.0% | -6% | 68.1 |
| 129 |  $NTR | Nutrien Ltd. | $107,177 | 0.0% | -10% | — |
| 130 |  $NNN | NNN REIT, INC. | $106,786 | 0.0% | -12% | 63.1 |
| 131 |  $NEM | NEWMONT Corp /DE/ | $101,899 | 0.0% | +0% | 86.8 |
| 132 |  $PEP | PEPSICO INC | $91,530 | 0.0% | +1% | 63.4 |
| 133 |  $IBIT | iShares Bitcoin Trust ETF | $90,649 | 0.0% | +0% | — |
| 134 |  $GM | General Motors Co | $80,934 | 0.0% | +0% | 54.3 |
| 135 | — | SELECT SECTOR SPDR TR - INDL | $80,205 | 0.0% | -9% | — |
| 136 |  $BA | BOEING CO | $74,899 | 0.0% | +0% | 61.6 |
| 137 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $74,376 | 0.0% | +0% | — |
| 138 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $69,188 | 0.0% | -41% | 65.1 |
| 139 |  $MGA | MAGNA INTERNATIONAL INC | $65,858 | 0.0% | +1% | — |
| 140 |  $KO | COCA COLA CO | $63,959 | 0.0% | +1% | 69.5 |
| 141 |  $CG | Carlyle Group Inc. | $58,196 | 0.0% | +0% | 59.8 |
| 142 |  $LXP | LXP Industrial Trust | $57,382 | 0.0% | +0% | 51.1 |
| 143 |  $CVX | CHEVRON CORP | $54,701 | 0.0% | +0% | 62.8 |
| 144 |  $COP | CONOCOPHILLIPS | $45,431 | 0.0% | +0% | 70.2 |
| 145 | — | SELECT SECTOR SPDR TR - SBI CONS DISCR | $41,038 | 0.0% | +0% | — |
| 146 |  $GE | GENERAL ELECTRIC CO | $37,373 | 0.0% | +0% | 73.8 |
| 147 |  $GILD | GILEAD SCIENCES, INC. | $35,375 | 0.0% | +0% | 57.4 |
| 148 |  $BX | Blackstone Inc. | $34,124 | 0.0% | -66% | 74.4 |
| 149 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $32,427 | 0.0% | +7933% | — |
| 150 |  $IAU | ISHARES GOLD TRUST | $31,637 | 0.0% | NEW | — |
New Positions (4)
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