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.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| 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% |
| 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% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 39.6K | $18.06M | 5.83% | -605 | -1.5% | Reduced | 0% |
| 2 | AMAT Applied Materials Inc | Technology | 29.6K | $15.16M | 4.89% | -558 | -1.8% | Reduced | 0% |
| 3 | TD Toronto Dominion Bank | Financial Services | 118.9K | $13.97M | 4.51% | -114 | -0.1% | Reduced | 0.01% |
| 4 | BNS Bank Of Nova Scotia | Others | 138.7K | $12.62M | 4.07% | -9 | 0.0% | Reduced | 0.01% |
| 5 | MSFT Microsoft Corp | Technology | 20.5K | $10.51M | 3.39% | +326 | +1.6% | Added | 0% |
| 6 | SU Suncor Energy Inc | Energy | 142.0K | $9.63M | 3.11% | +188 | +0.1% | Added | 0.01% |
| 7 | RY Royal Bank Of Canada | Financial Services | 47.4K | $9.33M | 3.01% | +185 | +0.4% | Added | 0% |
| 8 | MFC Manulife Financial Corp | Financial Services | 206.0K | $8.78M | 2.83% | +770 | +0.4% | Added | 0.01% |
| 9 | CP Canadian Pacific Kansas City Ltd | Industrials | 90.3K | $7.69M | 2.48% | +868 | +1.0% | Added | 0.01% |
| 10 | BIP Brookfield Infrastructure Partners L.P. | Industrials | 181.0K | $7.62M | 2.46% | +782 | +0.4% | Added | 0.03% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 19.9K | $6.58M | 2.12% | -28 | -0.1% | Reduced | 0% |
| 12 | CM Canadian Imperial Bank Of Commerce | Financial Services | 57.2K | $6.30M | 2.03% | -424 | -0.7% | Reduced | 0.01% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 17.6K | $6.23M | 2.01% | -5,104 | -22.5% | Reduced | 0% |
| 14 | UNP Union Pacific Corp | Industrials | 22.5K | $6.12M | 1.98% | +524 | +2.4% | Added | 0% |
| 15 | CSX Csx Corp | Industrials | 126.2K | $5.87M | 1.89% | +547 | +0.4% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Gold Investment Management.
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.
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.
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.
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.
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.
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.