Gold Investment Management Ltd.
Long book
$322.9M
Q1 2026
Positions
201
Top-10 weight
28%
concentration
Last quarter
+14.7%
SPY +14.8%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsGold Investment Management Ltd. is an institutional manager, running a $322.9M US long book across 201 positions.
The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: TAIWAN SEMICONDUCTOR-SP ADR, TORONTO-DOMINION BANK, APPLIED MATERIALS INC, SUNCOR ENERGY INC, BANK OF NOVA SCOTIA.
Over the last 9 quarters its long book ran on average 0.9pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.2%
Q2 2024
+8.3%
Q3 2024
-1.9%
Q4 2024
-2.3%
Q1 2025
+12.1%
Q2 2025
+9.5%
Q3 2025
+5.3%
Q4 2025
+2.9%
Q1 2026
+14.7%
Sector allocation
Financials 32%
Industrials 22%
Technology 13%
Energy 10%
Healthcare 7%
Consumer discretionary 3%
Communications 3%
Real estate 2%
Long book by quarter
What does Gold Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| TD TORONTO-DOMINION BANK | Financials | 119.2K | $11.1M | 3.4% | +0.9% |
| AMAT APPLIED MATERIALS INC | Technology | 31.0K | $10.6M | 3.3% | +0.3% |
| SU SUNCOR ENERGY INC | Energy | 150.0K | $9.9M | 3.1% | +1.3% |
| BNS BANK OF NOVA SCOTIA | Financials | 138.5K | $9.6M | 3.0% | +1.1% |
| TSLA TESLA INC | Industrials | 21.0K | $7.8M | 2.4% | -19.9% |
| RY ROYAL BANK OF CANADA | Financials | 47.5K | $7.7M | 2.4% | +0.8% |
| MSFT MICROSOFT CORP | Technology | 20.1K | $7.4M | 2.3% | +2.0% |
| MFC MANULIFE FINANCIAL CORP | Financials | 205.4K | $7.1M | 2.2% | +1.8% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 88.9K | $7.0M | 2.2% | +2.2% |
| BN BROOKFIELD CORP | Real estate | 152.2K | $6.2M | 1.9% | +1.2% |
| LMT LOCKHEED MARTIN CORP | Industrials | 9.9K | $6.0M | 1.9% | +1.4% |
| JPM JPMORGAN CHASE & CO | Financials | 20.0K | $5.9M | 1.8% | +1.3% |
| CNI CANADIAN NATL RAILWAY CO | Industrials | 56.1K | $5.8M | 1.8% | +2.8% |
| CM CAN IMPERIAL BK OF COMMERCE | Financials | 58.4K | $5.5M | 1.7% | +0.7% |
| UNP UNION PACIFIC CORP | Industrials | 21.8K | $5.3M | 1.6% | +0.6% |
| CSX CSX CORP | Industrials | 126.0K | $5.2M | 1.6% | +1.1% |
| WMT WALMART INC | Consumer discretionary | 40.7K | $5.1M | 1.6% | +1.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 19.9K | $4.9M | 1.5% | +1.3% |
| CNQ CANADIAN NATURAL RESOURCES | Energy | 97.9K | $4.8M | 1.5% | +1.0% |
| FTS FORTIS INC | Utilities | 81.4K | $4.5M | 1.4% | +1.9% |
| BAC BANK OF AMERICA CORP | Financials | 88.9K | $4.3M | 1.3% | +0.2% |
| ENB ENBRIDGE INC | Energy | 77.9K | $4.2M | 1.3% | +1.8% |
| BCE BCE INC | Communications | 157.6K | $4.0M | 1.2% | +5.8% |
| GD GENERAL DYNAMICS CORP | Industrials | 11.1K | $3.8M | 1.2% | +1.2% |
| IMO IMPERIAL OIL LTD | Energy | 28.6K | $3.7M | 1.2% | +0.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 4.3K | $3.6M | 1.1% | +1.5% |
| CSCO CISCO SYSTEMS INC | Technology | 43.4K | $3.4M | 1.0% | +0.6% |
| NDAQ NASDAQ INC | Financials | 39.5K | $3.4M | 1.0% | +2.0% |
| LRCX LAM RESEARCH CORP | Industrials | 14.7K | $3.1M | 1.0% | Held |
| BMO BANK OF MONTREAL | Financials | 23.1K | $3.1M | 1.0% | +0.8% |
| MDT MEDTRONIC PLC | Healthcare | 34.3K | $3.0M | 0.9% | +2.5% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 10.3K | $3.0M | 0.9% | +1.7% |
| MA MASTERCARD INC - A | Services media | 5.8K | $2.9M | 0.9% | +2.6% |
| C CITIGROUP INC | Financials | 25.4K | $2.9M | 0.9% | +0.3% |
| SLF SUN LIFE FINANCIAL INC | Financials | 45.6K | $2.9M | 0.9% | +2.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 13.4K | $2.8M | 0.9% | +0.2% |
| MKL MARKEL GROUP INC | Financials | 1.4K | $2.7M | 0.8% | +2.3% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.9K | $2.5M | 0.8% | Held |
| BLK BLACKROCK INC | Financials | 2.5K | $2.4M | 0.7% | +2.3% |
| AVGO BROADCOM INC | Technology | 7.5K | $2.3M | 0.7% | Held |
| BAM BROOKFIELD ASSET MGMT-A | Financials | 51.5K | $2.3M | 0.7% | +2.7% |
| LLY ELI LILLY & CO | Healthcare | 2.4K | $2.2M | 0.7% | Held |
| MRK MERCK & CO. INC. | Healthcare | 16.1K | $1.9M | 0.6% | +0.4% |
| KLAC KLA CORP | Other | 1.3K | $1.9M | 0.6% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.8K | $1.8M | 0.6% | Held |
| ABBV ABBVIE INC | Healthcare | 8.1K | $1.8M | 0.5% | +0.3% |
| IVZ INVESCO LTD | Financials | 69.0K | $1.7M | 0.5% | +2.8% |
| ORCL ORACLE CORP | Technology | 11.3K | $1.7M | 0.5% | Held |
| GOOG ALPHABET INC-CL C | Technology | 5.6K | $1.6M | 0.5% | Held |
| TU TELUS CORP | Communications | 124.4K | $1.6M | 0.5% | +9.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 201 | $322.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 204 | $313.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 203 | $297.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 18, 2025 | 203 | $265.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 216 | $236.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 215 | $237.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 208 | $238.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 215 | $236.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 219 | $247.5M | canonical | SEC ↗ |
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