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

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About Gold Investment Management Ltd.

Investment Activity

Gold Investment Management Ltd. has $247.46 million in total holdings as of March 31, 2024.
Gold Investment Management Ltd. owns shares of 216 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 2.59% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Gold Investment Management Ltd. has purchased 208 new stocks and bought additional shares in 76 stocks.
Gold Investment Management Ltd. sold shares of 50 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $10,998,042
Canadian Pacific Kansas City: $8,319,880
Toronto-Dominion Bank: $7,174,884
Canadian National Railway: $6,701,977
Taiwan Semiconductor Manufacturing: $6,353,127

Largest New Holdings this Quarter

iShares MSCI Emerging Markets ex China ETF: $57,397 Holding
iShares 0-3 Month Treasury Bond ETF: $5,438 Holding
Restaurant Brands International: $3,892 Holding
GLOBAL X FDS: $2,390 Holding
McKesson: $2,147 Holding

Largest Purchases this Quarter

Walmart: 33,079 shares (about $1.99M)
iShares Semiconductor ETF: 7,878 shares (about $1.78M)
iShares Core MSCI EAFE ETF: 5,231 shares (about $388.25K)
Pfizer: 7,526 shares (about $208.85K)
iShares Core S&P Mid-Cap ETF: 2,980 shares (about $181.01K)

Largest Sales this Quarter

Microsoft: 2,096 shares (about $881.83K)
Taiwan Semiconductor Manufacturing: 4,136 shares (about $562.70K)
Eli Lilly and Company: 495 shares (about $385.09K)
Lockheed Martin: 661 shares (about $300.67K)
Real Estate Select Sector SPDR Fund: 6,191 shares (about $244.65K)

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	$10,998,042	$881,829 ▼	-7.4%	26,141	4.4%	Computer and Technology
CP Canadian Pacific Kansas City	$8,319,880	$23,988 ▲	0.3%	94,338	3.4%	Transportation
TD Toronto-Dominion Bank	$7,174,884	$200,662 ▼	-2.7%	118,853	2.9%	Finance
CNI Canadian National Railway	$6,701,977	$33,324 ▼	-0.5%	50,882	2.7%	Transportation
TSM Taiwan Semiconductor Manufacturing	$6,353,127	$562,703 ▼	-8.1%	46,697	2.6%	Computer and Technology
AMAT Applied Materials	$6,069,761	$89,710 ▼	-1.5%	29,432	2.5%	Computer and Technology
UNP Union Pacific	$5,802,472	$177,316 ▼	-3.0%	23,594	2.3%	Transportation
BNS Bank of Nova Scotia	$5,772,623	$15,109 ▲	0.3%	111,564	2.3%	Finance
MFC Manulife Financial	$5,627,039	$2,248 ▲	0.0%	225,248	2.3%	Finance
BIP Brookfield Infrastructure Partners	$5,410,039	$128,643 ▲	2.4%	173,223	2.2%	Finance
SU Suncor Energy	$5,273,311	$3,285 ▼	-0.1%	142,851	2.1%	Oils/Energy
RY Royal Bank of Canada	$5,156,691	$150,926 ▲	3.0%	51,114	2.1%	Finance
LMT Lockheed Martin	$4,745,204	$300,669 ▼	-6.0%	10,432	1.9%	Aerospace
GRP.U Granite Real Estate Inc. Staple	$4,684,098	$130,220 ▲	2.9%	82,049	1.9%	Finance
BN Brookfield	$4,584,498	$82,161 ▼	-1.8%	109,533	1.9%	Finance
CSX CSX	$4,386,456	$10,936 ▼	-0.2%	118,329	1.8%	Transportation
CNQ Canadian Natural Resources	$4,253,757	$114,302 ▼	-2.6%	55,748	1.7%	Oils/Energy
JPM JPMorgan Chase & Co.	$3,865,189	$9,214 ▼	-0.2%	19,297	1.6%	Finance
SPY SPDR S&P 500 ETF Trust	$3,580,825	$28,249 ▼	-0.8%	6,845	1.4%	Finance
BAC Bank of America	$3,558,072	$4,399 ▲	0.1%	93,831	1.4%	Finance
LLY Eli Lilly and Company	$3,520,269	$385,090 ▼	-9.9%	4,525	1.4%	Medical
XLK Technology Select Sector SPDR Fund	$3,470,522	$21,868 ▲	0.6%	16,664	1.4%	ETF
BCE BCE	$3,457,347	$84,908 ▲	2.5%	101,715	1.4%	Utilities
O Realty Income	$3,424,097	$44,741 ▲	1.3%	63,292	1.4%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,355,921	$35,470 ▼	-1.0%	66,891	1.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,246,521	$201,727 ▼	-5.9%	62,926	1.3%	ETF
FTS Fortis	$3,208,313	$15,374 ▲	0.5%	81,179	1.3%	Utilities
WMT Walmart	$2,982,807	$1,990,363 ▲	200.6%	49,573	1.2%	Retail/Wholesale
TM Toyota Motor	$2,931,569	$21,393 ▼	-0.7%	11,648	1.2%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$2,872,889	$121,332 ▼	-4.1%	18,161	1.2%	Medical
NSC Norfolk Southern	$2,845,369	$4,078 ▼	-0.1%	11,164	1.1%	Transportation
CM Canadian Imperial Bank of Commerce	$2,736,048	$48,326 ▲	1.8%	53,956	1.1%	Finance
MA Mastercard	$2,728,094	$11,076 ▲	0.4%	5,665	1.1%	Business Services
SOXX iShares Semiconductor ETF	$2,660,434	$1,779,798 ▲	202.1%	11,776	1.1%	ETF
ENB Enbridge	$2,646,740	$37,629 ▲	1.4%	73,222	1.1%	Oils/Energy
MDT Medtronic	$2,644,567	$137,697 ▲	5.5%	30,345	1.1%	Medical
XLF Financial Select Sector SPDR Fund	$2,583,707	$7,454 ▲	0.3%	61,349	1.0%	ETF
VXUS Vanguard Total International Stock ETF	$2,568,780	$22,371 ▼	-0.9%	42,600	1.0%	ETF
DLR Digital Realty Trust	$2,562,472	$24,919 ▼	-1.0%	17,790	1.0%	Finance
AMZN Amazon.com	$2,467,418	$55,557 ▲	2.3%	13,679	1.0%	Retail/Wholesale
SLF Sun Life Financial	$2,322,362	$2,401 ▲	0.1%	42,551	0.9%	Finance
MRK Merck & Co., Inc.	$2,242,094	$14,910 ▲	0.7%	16,992	0.9%	Medical
ABBV AbbVie	$2,216,703	$142,038 ▼	-6.0%	12,173	0.9%	Medical
BAM Brookfield Asset Management	$2,180,998	$38,194 ▼	-1.7%	51,907	0.9%	Finance
BMO Bank of Montreal	$2,162,660	$39,943 ▲	1.9%	22,145	0.9%	Finance
CSCO Cisco Systems	$2,146,729	$24,206 ▼	-1.1%	43,012	0.9%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$1,890,299	$7,143 ▼	-0.4%	45,250	0.8%	ETF
IMO Imperial Oil	$1,887,986	$56,505 ▲	3.1%	27,365	0.8%	Oils/Energy
MKL Markel Group	$1,860,770	$6,086 ▼	-0.3%	1,223	0.8%	Multi-Sector Conglomerates
NDAQ Nasdaq	$1,842,141	$30,225 ▼	-1.6%	29,194	0.7%	Finance
QQQ Invesco QQQ	$1,829,765	$12,876 ▼	-0.7%	4,121	0.7%	Finance
BLK BlackRock	$1,826,637	$3,335 ▼	-0.2%	2,191	0.7%	Finance
BRK.B Berkshire Hathaway	$1,817,487	$16,821 ▼	-0.9%	4,322	0.7%	Finance
BEP Brookfield Renewable Partners	$1,814,959	$52,244 ▲	3.0%	78,026	0.7%	Utilities
ABT Abbott Laboratories	$1,790,600	$170,604 ▼	-8.7%	15,754	0.7%	Medical
GS The Goldman Sachs Group	$1,750,956	$1,253 ▲	0.1%	4,192	0.7%	Finance
ORCL Oracle	$1,705,533		0.0%	13,578	0.7%	Computer and Technology
GD General Dynamics	$1,645,504	$32,769 ▲	2.0%	5,825	0.7%	Aerospace
V Visa	$1,554,476	$558 ▼	0.0%	5,570	0.6%	Business Services
MAA Mid-America Apartment Communities	$1,505,144	$174,344 ▲	13.1%	11,439	0.6%	Finance
PFE Pfizer	$1,487,289	$208,847 ▲	16.3%	53,596	0.6%	Medical
TU TELUS	$1,482,335	$3,104 ▲	0.2%	92,634	0.6%	Utilities
C Citigroup	$1,422,268	$43,003 ▲	3.1%	22,490	0.6%	Finance
NOC Northrop Grumman	$1,326,367	$2,872 ▼	-0.2%	2,771	0.5%	Aerospace
TFII TFI International	$1,205,688		0.0%	7,559	0.5%	Transportation
FEZ SPDR EURO STOXX 50 ETF	$1,107,386		0.0%	21,073	0.4%	ETF
TSLA Tesla	$1,096,226	$4,043 ▲	0.4%	6,236	0.4%	Auto/Tires/Trucks
OMC Omnicom Group	$1,059,716	$387 ▲	0.0%	10,952	0.4%	Business Services
AVGO Broadcom	$1,048,399	$5,302 ▲	0.5%	791	0.4%	Computer and Technology
TAK Takeda Pharmaceutical	$976,786	$9,154 ▲	0.9%	70,323	0.4%	Medical
AAPL Apple	$968,332	$8,399 ▲	0.9%	5,649	0.4%	Computer and Technology
IVZ Invesco	$916,515	$41,508 ▲	4.7%	55,245	0.4%	Finance
VTR Ventas	$907,504	$17,024 ▼	-1.8%	20,843	0.4%	Finance
ASML ASML	$886,039		0.0%	913	0.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$875,648	$388,245 ▲	79.7%	11,798	0.4%	ETF
RCI Rogers Communications	$864,139	$11,066 ▲	1.3%	21,085	0.3%	Consumer Discretionary
GOOG Alphabet	$801,497	$44,308 ▲	5.9%	5,264	0.3%	Computer and Technology
PSA Public Storage	$786,063	$21,174 ▼	-2.6%	2,710	0.3%	Finance
HON Honeywell International	$778,308	$1,437 ▼	-0.2%	3,792	0.3%	Multi-Sector Conglomerates
BMY Bristol-Myers Squibb	$750,597	$14,208 ▲	1.9%	13,841	0.3%	Medical
XLI Industrial Select Sector SPDR Fund	$749,835	$19,650 ▲	2.7%	5,953	0.3%	ETF
BEN Franklin Resources	$713,657	$4,413 ▼	-0.6%	25,388	0.3%	Finance
WELL Welltower	$705,098	$841 ▼	-0.1%	7,546	0.3%	Finance
BBU Brookfield Business Partners	$667,309	$4,563 ▲	0.7%	30,127	0.3%	Business Services
LRCX Lam Research	$617,919	$3,886 ▲	0.6%	636	0.2%	Computer and Technology
WCN Waste Connections	$607,023		0.0%	3,530	0.2%	Business Services
BA Boeing	$593,830		0.0%	3,077	0.2%	Aerospace
AMGN Amgen	$565,797		0.0%	1,990	0.2%	Medical
LXP LXP Industrial Trust	$513,581	$586 ▲	0.1%	56,938	0.2%	Finance
NNN NNN REIT	$479,457		0.0%	11,218	0.2%	Finance
PG Procter & Gamble	$445,701	$2,272 ▲	0.5%	2,747	0.2%	Consumer Staples
META Meta Platforms	$411,772	$25,250 ▼	-5.8%	848	0.2%	Computer and Technology
STAG STAG Industrial	$403,928	$692 ▼	-0.2%	10,508	0.2%	Finance
KLAC KLA	$387,008	$5,589 ▲	1.5%	554	0.2%	Computer and Technology
CVE Cenovus Energy	$377,564	$16,658 ▲	4.6%	18,881	0.2%	Oils/Energy
TRP TC Energy	$371,054	$16,201 ▲	4.6%	9,230	0.1%	Oils/Energy
AMD Advanced Micro Devices	$365,673	$722 ▼	-0.2%	2,026	0.1%	Computer and Technology
PBA Pembina Pipeline	$357,216	$282 ▼	-0.1%	10,118	0.1%	Oils/Energy
AEM Agnico Eagle Mines	$330,010	$5,905 ▲	1.8%	5,533	0.1%	Basic Materials
STN Stantec	$328,112		0.0%	3,951	0.1%	Business Services

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 New Holdings this Quarter

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

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

About Gold Investment Management Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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