Gold Investment Management Ltd. — 13F Holdings & Portfolio
CIK 2006008 · latest 13F-HR filed 2026-04-22
Gold Investment Management Ltd. manages $322.9M in 13F-reported U.S. long-equity assets across 201 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (4.25%), TD (3.44%), AMAT (3.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 5, added to 88, and trimmed 62.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$322.9M
Long-equity book
201
Distinct positions
2026-03-31
Filed 2026-04-22
+2 / −5 / ↑88 / ↓62
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SUNCOR ENERGY INC NEW$3.3M +50.8%
- APPLIED MATLS INC$2.7M +33.4%
- CANADIAN NAT RES LTD$1.5M +45.3%
- TAIWAN SEMICONDUCTOR MFG LTD$1.4M +11.4%
- IMPERIAL OIL LTD$1.3M +52.2%
Top Trims
- TESLA INC-$4.0M -33.8%
- MICROSOFT CORP-$2.1M -21.9%
- BROOKFIELD CORP-$744.5K -10.8%
- BANK AMERICA CORP-$546.1K -11.2%
- ORACLE CORP-$541.1K -24.5%
Exited Positions
- BROOKFIELD BUSINESS PARTNERS$1.6M
- ISHARES SILVER TR$150.0K
- SOLSTICE ADVANCED MATLS INC$53.6K
- BOSTON SCIENTIFIC CORP$7.2K
- ASTRAZENECA PLC$1.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $13.7M | 4.25% | 40,628 | SH |
| 2 | TORONTO DOMINION BK ONT | TD | 891160509 | $11.1M | 3.44% | 119,227 | SH |
| 3 | APPLIED MATLS INC | AMAT | 038222105 | $10.6M | 3.29% | 31,043 | SH |
| 4 | SUNCOR ENERGY INC NEW | SU | 867224107 | $9.9M | 3.07% | 150,037 | SH |
| 5 | BANK NOVA SCOTIA HALIFAX | BNS | 064149107 | $9.6M | 2.97% | 138,546 | SH |
| 6 | TESLA INC | TSLA | 88160R101 | $7.8M | 2.41% | 20,972 | SH |
| 7 | ROYAL BK CDA | RY | 780087102 | $7.7M | 2.37% | 47,471 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $7.4M | 2.30% | 20,095 | SH |
| 9 | MANULIFE FINL CORP | MFC | 56501R106 | $7.1M | 2.19% | 205,413 | SH |
| 10 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $7.0M | 2.16% | 88,886 | SH |
| 11 | BROOKFIELD INFRAST PARTNERS | BIP | G16252101 | $6.4M | 1.98% | 177,025 | SH |
| 12 | BROOKFIELD CORP | BN | 11271J107 | $6.2M | 1.91% | 152,203 | SH |
| 13 | LOCKHEED MARTIN CORP | LMT | 539830109 | $6.0M | 1.86% | 9,915 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.9M | 1.82% | 19,999 | SH |
| 15 | CANADIAN NATL RY CO | CNI | 136375102 | $5.8M | 1.79% | 56,064 | SH |
| 16 | CANADIAN IMPERIAL BK COMM TO | CM | 136069101 | $5.5M | 1.71% | 58,398 | SH |
| 17 | UNION PAC CORP | UNP | 907818108 | $5.3M | 1.64% | 21,786 | SH |
| 18 | CSX CORP | CSX | 126408103 | $5.2M | 1.60% | 125,996 | SH |
| 19 | WALMART INC | WMT | 931142103 | $5.1M | 1.57% | 40,723 | SH |
| 20 | ISHARES TR | IEFA | 46432F842 | $5.0M | 1.56% | 55,535 | SH |
| 21 | GRANITE REAL ESTATE INVT TR | — | 387437205 | $4.9M | 1.52% | 83,400 | SH |
| 22 | JOHNSON & JOHNSON | JNJ | 478160104 | $4.9M | 1.50% | 19,864 | SH |
| 23 | CANADIAN NAT RES LTD | CNQ | 136385101 | $4.8M | 1.48% | 97,860 | SH |
| 24 | FORTIS INC | FTS | 349553107 | $4.5M | 1.41% | 81,445 | SH |
| 25 | BANK AMERICA CORP | BAC | 060505104 | $4.3M | 1.34% | 88,857 | SH |
| 26 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.3M | 1.32% | 66,513 | SH |
| 27 | ENBRIDGE INC | ENB | 29250N105 | $4.2M | 1.31% | 77,853 | SH |
| 28 | ISHARES INC | EMXC | 46434G764 | $4.2M | 1.29% | 52,761 | SH |
| 29 | BCE INC | BCE | 05534B760 | $4.0M | 1.23% | 157,557 | SH |
| 30 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $3.9M | 1.20% | 5,959 | SH |
| 31 | GENERAL DYNAMICS CORP | GD | 369550108 | $3.8M | 1.18% | 11,057 | SH |
| 32 | IMPERIAL OIL LTD | IMO | 453038408 | $3.7M | 1.16% | 28,551 | SH |
| 33 | TOYOTA MOTOR CORP | TM | 892331307 | $3.7M | 1.15% | 17,997 | SH |
| 34 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $3.6M | 1.12% | 4,276 | SH |
| 35 | REALTY INCOME CORP | O | 756109104 | $3.4M | 1.07% | 56,215 | SH |
| 36 | BROOKFIELD RENEWABLE PARTNER | BEP | G16258108 | $3.4M | 1.06% | 104,790 | SH |
| 37 | CISCO SYS INC | CSCO | 17275R102 | $3.4M | 1.04% | 43,352 | SH |
| 38 | NASDAQ INC | NDAQ | 631103108 | $3.4M | 1.04% | 39,504 | SH |
| 39 | VANGUARD STAR FDS | VXUS | 921909768 | $3.3M | 1.01% | 42,151 | SH |
| 40 | LAM RESEARCH CORP | LRCX | 512807306 | $3.1M | 0.98% | 14,736 | SH |
| 41 | BANK MONTREAL QUE | BMO | 063671101 | $3.1M | 0.97% | 23,088 | SH |
| 42 | MEDTRONIC PLC | MDT | G5960L103 | $3.0M | 0.92% | 34,292 | SH |
| 43 | NORFOLK SOUTHN CORP | NSC | 655844108 | $3.0M | 0.92% | 10,347 | SH |
| 44 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.9M | 0.90% | 5,831 | SH |
| 45 | CITIGROUP INC | C | 172967424 | $2.9M | 0.89% | 25,435 | SH |
| 46 | SUN LIFE FINANCIAL INC. | SLF | 866796105 | $2.9M | 0.88% | 45,579 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $2.8M | 0.86% | 13,400 | SH |
| 48 | DIGITAL RLTY TR INC | DLR | 253868103 | $2.8M | 0.86% | 15,404 | SH |
| 49 | MARKEL GROUP INC | MKL | 570535104 | $2.7M | 0.84% | 1,424 | SH |
| 50 | ASML HOLDING N V | ASML | N07059210 | $2.5M | 0.79% | 1,927 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $322.9M | 201 | 0002006008-26-000002 |
| 2025-12-31 | 2026-01-28 | $313.3M | 204 | 0002006008-26-000001 |