Gold Investment Management Ltd. 13F Portfolio

CIK 2006008 Filing since Q4 2023 Q3 2026 filed Oct 19, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 19, 2026.

Portfolio Snapshot

162 positions · Q3 2026

Gold Investment Management Ltd. reported 162 positions worth $309.92M for the quarter ended Sep 30, 2026, down 3.0% on the prior quarter. It opened 0 new positions, added to 59, trimmed 34 and exited 3. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd at 5.8% of the portfolio.

Portfolio Value
$309.92M
-3.0% QoQ · +22.1% YoY
Positions
162
0 new · 3 sold out
Top 10 Concentration
36.6%
of portfolio value
Largest Position
TSM 5.8%
Taiwan Semiconductor Manufacturing Co Ltd
Net Buying
-$323.32K
$4.21M bought · $4.54M sold
Turnover
1.3%
of the portfolio traded
Top Sector
Financial Services
29.3% of value
Track Record
12
quarters on file since Q4 2023

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
29.29%
Financial Services
Financial Services29.29%
Technology22.95%
Industrials14.58%
Energy7.55%
Healthcare7.14%
Other5.19%
Consumer Discretionary4.29%
Real Estate3.11%
Consumer Staples1.61%
Communication Services1.6%
Utilities1.46%
Basic Materials1.23%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesTechnologyIndustrialsEnergyHealthcareOtherConsumer DiscretionaryReal EstateConsumer StaplesCommunication ServicesUtilitiesBasic Materials

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
LMT Lockheed Martin Corp +1,022 +10.3% $520.45K 1.8%
BCE Bce Inc +19.9K +12.1% $404.85K 1.21%
GD General Dynamics Corp +1,061 +9.6% $352.07K 1.29%
MDT Medtronic plc +3,126 +9.4% $269.74K 1.02%
BAM Brookfield Asset Management Ltd. +4,916 +9.4% $219.38K 0.824%
ENB Enbridge Inc +4,220 +5.4% $196.14K 1.24%
MSFT Microsoft Corp +326 +1.6% $167.21K 3.39%
BN BROOKFIELD Corp +4,475 +2.9% $163.25K 1.84%
UNP Union Pacific Corp +524 +2.4% $142.60K 1.98%
NDAQ Nasdaq, Inc. +1,509 +3.7% $138.84K 1.24%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
TSLA Tesla, Inc. -5,104 -22.5% $1.81M 2.01%
HON Honeywell International Inc -2,201 -100.0% $492.69K Exited
HONA Honeywell Aerospace Inc. -2,201 -100.0% $486.49K Exited
AMAT Applied Materials Inc -558 -1.8% $285.35K 4.89%
TSM Taiwan Semiconductor Manufacturing Co Ltd -605 -1.5% $275.99K 5.83%
TECK Teck Resources Ltd -1,596 -61.0% $105.08K 0.022%
ASML Asml Holding Nv -51 -2.7% $92.40K 1.07%
CSCO Cisco Systems, Inc. -856 -2.0% $92.13K 1.43%
LRCX Lam Research Corp -185 -1.3% $60.77K 1.46%
AMD Advanced Micro Devices Inc -98 -2.0% $59.95K 0.934%

New Positions

Q3 2026

No new positions this quarter.

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
HON Honeywell International Inc -2,201 $492.69K 0.154%
HONA Honeywell Aerospace Inc. -2,201 $486.49K 0.152%
LXP LXP Industrial Trust -1,065 $57.38K 0.018%
Holdings · Q3 2026

162 Positions

As ofSep 30, 2026
Value$309.92M
Top 1036.6%
Avg position$1.91M
# Activity
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Showing 1–15 of 162 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Gold Investment Management.

About Gold Investment Management Ltd.’s 13F Portfolio

What are Gold Investment Management Ltd.’s largest holdings?

As of its Q3 2026 13F filing, Gold Investment Management Ltd.’s five largest positions were Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 5.8%, Applied Materials Inc (AMAT) at 4.9%, Toronto Dominion Bank (TD) at 4.5%, Bank Of Nova Scotia (BNS) at 4.1%, Microsoft Corp (MSFT) at 3.4% of the reported portfolio.

How much is Gold Investment Management Ltd.’s portfolio worth?

Gold Investment Management Ltd. reported a 13F portfolio worth $309.92M across 162 positions for Q3 2026. That is down 3.0% from the previous quarter.

What did Gold Investment Management Ltd. buy in Q3 2026?

Its largest purchases by value were Lockheed Martin Corp ($520.45K), Bce Inc ($404.85K), General Dynamics Corp ($352.07K). It opened 0 new positions.

What did Gold Investment Management Ltd. sell in Q3 2026?

Its largest sales by value were Tesla, Inc. ($1.81M), Honeywell International Inc ($492.69K), Honeywell Aerospace Inc. ($486.49K). It exited 3 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Gold Investment Management Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.