Gold Investment Management Ltd. Top Holdings and 13F Report (2024)

About Gold Investment Management Ltd.

Investment Activity

Gold Investment Management Ltd. has $238.86 million in total holdings as of September 30, 2024.
Gold Investment Management Ltd. owns shares of 208 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 1.29% of the portfolio was purchased this quarter.
About 7.59% of the portfolio was sold this quarter.
This quarter, Gold Investment Management Ltd. has purchased 215 new stocks and bought additional shares in 49 stocks.
Gold Investment Management Ltd. sold shares of 63 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft: $9,836,636
Taiwan Semiconductor Manufacturing: $7,188,593
Bank of Nova Scotia: $7,044,297
Toronto-Dominion Bank: $6,721,051
Canadian Pacific Kansas City: $6,714,256

Largest Purchases this Quarter

Bank of Nova Scotia: 18,398 shares (about $1.00M)
Broadcom: 5,179 shares (about $893.81K)
Tesla: 588 shares (about $153.84K)
BCE: 3,646 shares (about $127.05K)
Honeywell International: 597 shares (about $123.71K)

Largest Sales this Quarter

Eli Lilly and Company: 1,261 shares (about $1.12M)
Microsoft: 2,332 shares (about $1.00M)
Lockheed Martin: 1,398 shares (about $816.28K)
Taiwan Semiconductor Manufacturing: 4,310 shares (about $757.08K)
Royal Bank of Canada: 5,981 shares (about $745.43K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$9,836,636	$1,000,787 ▼	-9.2%	22,921	4.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$7,188,593	$757,082 ▼	-9.5%	40,924	3.0%	Computer and Technology
BNS Bank of Nova Scotia	$7,044,297	$1,002,056 ▲	16.6%	129,335	2.9%	Finance
TD Toronto-Dominion Bank	$6,721,051	$560,515 ▼	-7.7%	106,203	2.8%	Finance
CP Canadian Pacific Kansas City	$6,714,256	$611,180 ▼	-8.3%	78,526	2.8%	Transportation
CNI Canadian National Railway	$5,537,437	$282,630 ▼	-4.9%	47,414	2.3%	Transportation
AMAT Applied Materials	$5,457,783	$294,218 ▼	-5.1%	26,842	2.3%	Computer and Technology
RY Royal Bank of Canada	$5,425,775	$745,430 ▼	-12.1%	43,534	2.3%	Finance
MFC Manulife Financial	$5,354,390	$527,143 ▼	-9.0%	181,177	2.2%	Finance
SU Suncor Energy	$5,253,639	$43,831 ▼	-0.8%	142,396	2.2%	Oils/Energy
LMT Lockheed Martin	$4,967,174	$816,282 ▼	-14.1%	8,507	2.1%	Aerospace
BIP Brookfield Infrastructure Partners	$4,932,850	$154,325 ▼	-3.0%	140,514	2.1%	Finance
UNP Union Pacific	$4,915,383	$651,031 ▼	-11.7%	20,023	2.1%	Transportation
BN Brookfield	$4,836,939	$716,668 ▼	-12.9%	90,905	2.0%	Finance
GRP.U Granite Real Estate Inc. Staple	$4,727,020	$129,535 ▼	-2.7%	78,568	2.0%	Finance
JPM JPMorgan Chase & Co.	$4,043,547	$8,641 ▼	-0.2%	19,186	1.7%	Finance
CSX CSX	$4,030,583	$12,534 ▲	0.3%	116,727	1.7%	Transportation
O Realty Income	$3,820,277	$1,771 ▲	0.0%	60,399	1.6%	Finance
SPY SPDR S&P 500 ETF Trust	$3,731,704	$177,372 ▼	-4.5%	6,501	1.6%	Finance
BCE BCE	$3,664,065	$127,050 ▲	3.6%	105,149	1.5%	Utilities
BAC Bank of America	$3,579,007	$122,581 ▼	-3.3%	90,628	1.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,539,965		0.0%	66,817	1.5%	ETF
XLK Technology Select Sector SPDR Fund	$3,457,130	$177,826 ▼	-4.9%	15,339	1.4%	ETF
WMT Walmart	$3,434,386	$409,653 ▼	-10.7%	42,765	1.4%	Retail/Wholesale
CM Canadian Imperial Bank of Commerce	$3,325,864	$23,736 ▲	0.7%	54,225	1.4%	Finance
FTS Fortis	$3,154,327	$25,003 ▼	-0.8%	69,387	1.3%	Utilities
EMXC iShares MSCI Emerging Markets ex China ETF	$2,995,572	$20,181 ▲	0.7%	48,687	1.3%	Manufacturing
CNQ Canadian Natural Resources	$2,924,620	$591,971 ▼	-16.8%	88,069	1.2%	Oils/Energy
JNJ Johnson & Johnson	$2,787,382	$131,592 ▼	-4.5%	17,221	1.2%	Medical
SOXX iShares Semiconductor ETF	$2,748,317	$16,682 ▲	0.6%	11,862	1.2%	ETF
MDT Medtronic	$2,745,344	$1,348 ▼	0.0%	30,559	1.1%	Medical
ENB Enbridge	$2,744,063	$171,616 ▼	-5.9%	67,524	1.1%	Oils/Energy
XLF Financial Select Sector SPDR Fund	$2,684,005	$90,448 ▼	-3.3%	59,349	1.1%	ETF
DLR Digital Realty Trust	$2,578,217	$22,144 ▼	-0.9%	15,951	1.1%	Finance
LLY Eli Lilly and Company	$2,557,709	$1,117,170 ▼	-30.4%	2,887	1.1%	Medical
MA Mastercard	$2,553,553	$176,754 ▼	-6.5%	5,172	1.1%	Business Services
AMZN Amazon.com	$2,516,045	$1,685 ▲	0.1%	13,440	1.1%	Retail/Wholesale
BEP Brookfield Renewable Partners	$2,289,409	$42,464 ▲	1.9%	81,141	1.0%	Utilities
SLF Sun Life Financial	$2,246,201	$168,950 ▼	-7.0%	38,755	0.9%	Finance
NSC Norfolk Southern	$2,231,458	$392,200 ▼	-14.9%	9,018	0.9%	Transportation
CSCO Cisco Systems	$2,217,984	$37,151 ▼	-1.6%	41,732	0.9%	Computer and Technology
NDAQ Nasdaq	$2,162,373	$146 ▼	0.0%	29,628	0.9%	Finance
ORCL Oracle	$2,144,218	$108,697 ▼	-4.8%	12,625	0.9%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$2,140,997	$29,219 ▼	-1.3%	44,551	0.9%	ETF
BLK BlackRock	$2,056,541	$22,745 ▼	-1.1%	2,170	0.9%	Finance
TM Toyota Motor	$2,039,484	$22,857 ▲	1.1%	11,332	0.9%	Auto/Tires/Trucks
QQQ Invesco QQQ	$2,008,985	$3,408 ▲	0.2%	4,127	0.8%	Finance
GS The Goldman Sachs Group	$1,986,638	$22,829 ▲	1.2%	4,003	0.8%	Finance
BAM Brookfield Asset Management	$1,969,676	$360,422 ▼	-15.5%	41,670	0.8%	Finance
IMO Imperial Oil	$1,948,448	$37,749 ▲	2.0%	27,718	0.8%	Oils/Energy
MKL Markel Group	$1,912,339	$10,981 ▲	0.6%	1,219	0.8%	Multi-Sector Conglomerates
BMO Bank of Montreal	$1,887,967	$24,204 ▲	1.3%	20,905	0.8%	Finance
TSLA Tesla	$1,785,363	$153,838 ▲	9.4%	6,824	0.7%	Auto/Tires/Trucks
MAA Mid-America Apartment Communities	$1,773,490	$29,675 ▼	-1.6%	11,176	0.7%	Finance
BRK.B Berkshire Hathaway	$1,771,964	$70,677 ▼	-3.8%	3,861	0.7%	Finance
MRK Merck & Co., Inc.	$1,691,582	$166,102 ▼	-8.9%	14,889	0.7%	Medical
GD General Dynamics	$1,582,064	$112,037 ▼	-6.6%	5,253	0.7%	Aerospace
ABBV AbbVie	$1,561,557	$605,270 ▼	-27.9%	7,972	0.7%	Medical
TU TELUS	$1,528,408	$35,821 ▼	-2.3%	91,139	0.6%	Utilities
C Citigroup	$1,490,650	$66,560 ▲	4.7%	23,941	0.6%	Finance
PFE Pfizer	$1,450,407	$106,300 ▼	-6.8%	50,048	0.6%	Medical
AAPL Apple	$1,308,027	$694 ▲	0.1%	5,656	0.5%	Computer and Technology
V Visa	$1,294,012	$169,179 ▼	-11.6%	4,704	0.5%	Business Services
VTR Ventas	$1,251,144	$38,542 ▼	-3.0%	19,542	0.5%	Finance
OMC Omnicom Group	$1,159,373	$13,120 ▲	1.1%	11,223	0.5%	Business Services
ABT Abbott Laboratories	$1,149,560	$466,531 ▼	-28.9%	10,147	0.5%	Medical
FEZ SPDR EURO STOXX 50 ETF	$1,133,938		0.0%	21,073	0.5%	ETF
TAK Takeda Pharmaceutical	$1,049,020	$20,463 ▲	2.0%	73,204	0.4%	Medical
AVGO Broadcom	$1,019,963	$893,805 ▲	708.5%	5,910	0.4%	Computer and Technology
NOC Northrop Grumman	$959,231	$359,646 ▼	-27.3%	1,819	0.4%	Aerospace
IVZ Invesco	$941,365	$28,883 ▲	3.2%	53,581	0.4%	Finance
PSA Public Storage	$937,215	$22,082 ▼	-2.3%	2,589	0.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$921,090		0.0%	11,798	0.4%	ETF
GOOG Alphabet	$874,229		0.0%	5,264	0.4%	Computer and Technology
TFII TFI International	$863,367	$81,514 ▼	-8.6%	6,302	0.4%	Transportation
XLI Industrial Select Sector SPDR Fund	$842,528	$10,114 ▲	1.2%	6,248	0.4%	ETF
HON Honeywell International	$834,251	$123,708 ▲	17.4%	4,026	0.3%	Multi-Sector Conglomerates
RCI Rogers Communications	$773,504	$61,134 ▼	-7.3%	19,232	0.3%	Consumer Discretionary
BBU Brookfield Business Partners	$738,720	$50,865 ▲	7.4%	31,501	0.3%	Business Services
ASML ASML	$709,887		0.0%	846	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$654,399	$1,076 ▲	0.2%	12,772	0.3%	Medical
WCN Waste Connections	$588,910		0.0%	3,294	0.2%	Business Services
LRCX Lam Research	$580,756	$93,776 ▲	19.3%	706	0.2%	Computer and Technology
WELL Welltower	$577,435	$11,964 ▼	-2.0%	4,537	0.2%	Finance
BEN Franklin Resources	$548,287	$22,539 ▲	4.3%	27,148	0.2%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$538,741	$746 ▲	0.1%	9,389	0.2%	ETF
META Meta Platforms	$474,690	$4,548 ▼	-0.9%	835	0.2%	Computer and Technology
PBA Pembina Pipeline	$453,378	$18,092 ▲	4.2%	11,001	0.2%	Oils/Energy
KLAC KLA	$451,531	$49,824 ▲	12.4%	580	0.2%	Computer and Technology
AEM Agnico Eagle Mines	$449,916	$1,370 ▲	0.3%	5,584	0.2%	Basic Materials
TRP TC Energy	$433,085	$4,945 ▲	1.2%	9,109	0.2%	Oils/Energy
RTX RTX	$372,446		0.0%	3,074	0.2%	Aerospace
NNN NNN REIT	$371,150		0.0%	7,692	0.2%	Finance
ILF iShares Latin America 40 ETF	$340,065	$63,072 ▲	22.8%	13,048	0.1%	ETF
VNQ Vanguard Real Estate ETF	$337,236	$23,754 ▼	-6.6%	3,464	0.1%	ETF
FNV Franco-Nevada	$331,935	$994 ▲	0.3%	2,672	0.1%	Basic Materials
CVE Cenovus Energy	$320,581	$1,907 ▲	0.6%	19,164	0.1%	Oils/Energy
AMD Advanced Micro Devices	$313,497		0.0%	1,909	0.1%	Computer and Technology
AMGN Amgen	$304,683	$244,391 ▼	-44.5%	945	0.1%	Medical
NVDA NVIDIA	$299,957		0.0%	2,470	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Gold Investment Management Ltd. Top Holdings and 13F Report (2024)

About Gold Investment Management Ltd.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Gold Investment Management Ltd. Top Holdings and 13F Report (2024)

About Gold Investment Management Ltd.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGold Investment Management Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools