Q2 2026 13F · SEC CIK 2006008

Gold Investment Management Ltd.

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $368.8M
Reported positions: 202
Top holdings a year, 3 yrs: +21.8%
Assets under management: $525.8M

Gold Investment Management Ltd. is a wealth manager that reported 202 positions worth $368.8M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Applied Matls Inc (AMAT, 5.9%), Taiwan Semiconductor Manufac (TSM, 5.2%), Toronto Dominion Bank (TD, 3.9%). A portfolio copying its top holdings returned 21.8% a year over the last 3 years, against 18.8% for the S&P 500.

Gold Investment Management Ltd. holdings largest 50 of 202 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gold Investment Management Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMATApplied Matls Inc	5.9%	3.3%	30,195	-2.7%	$21.8M
TSMTaiwan Semiconductor Manufac	5.2%	4.3%	40,200	-1.1%	$19.2M
TDToronto Dominion Bank	3.9%	3.4%	118,976	-0.2%	$14.5M
BNSBank Nova Scotia B C	3.3%	3.0%	138,750	+0.1%	$12.1M
RYRoyal Bank of Canada	2.7%	2.4%	47,242	-0.5%	$9.8M
TSLATesla Inc Com	2.6%	2.4%	22,656	+8.0%	$9.5M
MFCManulife Finl Corp	2.3%	2.2%	205,234	-0.1%	$8.3M
BIPBrookfield Infrastructure Pa	2.1%	2.0%	180,236	+1.8%	$7.8M
CPCanadian Pacific Kansas City	2.1%	2.2%	89,391	+0.6%	$7.7M
SUSuncor Energy Inc New	2.1%	3.1%	141,845	-5.5%	$7.6M
MSFTMicrosoft Corp	2.0%	2.3%	20,157	+0.3%	$7.5M
CNICanadian Natl Ry Co	1.8%	1.8%	56,629	+1.0%	$6.8M
CMCanadian Imperial Bank of Co	1.8%	1.7%	57,673	-1.2%	$6.6M
JPMJpmorgan Chase & Co	1.8%	1.8%	19,913	-0.4%	$6.5M
BNBrookfield Corp	1.8%	1.9%	151,757	-0.3%	$6.5M
LRCXLam Research Corp	1.6%	1.0%	13,916	-5.6%	$6.0M
UNPUnion Pac Corp	1.6%	1.6%	21,971	+0.8%	$6.0M
CSXCsx Corp Com	1.6%	1.6%	125,620	-0.3%	$6.0M
IEFAIshares Core Msci Eafe ETF	1.6%	1.6%	61,518	+10.8%	$5.9M
EMXCIshares Inc	1.5%	1.3%	53,351	+1.1%	$5.5M
BACBank of Amer Corp	1.4%	1.3%	88,802	-0.1%	$5.1M
LMTLockheed Martin Corp Com	1.4%	1.9%	9,917	+0.0%	$5.1M
JNJJohnson & Johnson	1.4%	1.5%	19,891	+0.1%	$5.1M
CSCOCisco Sys Inc	1.3%	1.0%	42,090	-2.9%	$4.9M
VEAVanguard Tax-Managed Fds	1.3%	1.3%	66,412	-0.2%	$4.7M
FTSFortis Inc	1.3%	1.4%	82,252	+1.0%	$4.7M
WMTWalmart Inc	1.3%	1.6%	41,060	+0.8%	$4.7M
SPYSpdr S&p 500 ETF Tr	1.2%	1.2%	5,824	-2.3%	$4.3M
GSGoldman Sachs Group Inc	1.2%	1.1%	4,229	-1.1%	$4.3M
ENBEnbridge Inc Com	1.2%	1.3%	78,353	+0.6%	$4.2M
SOXXIshares Semiconductor ETF	1.1%	—	6,578	—	$4.2M
BMOBank of Montreal	1.1%	1.0%	23,260	+0.7%	$4.1M
GDGeneral Dynamics Corp	1.1%	1.2%	11,024	-0.3%	$3.9M
CNQCanadian Nat Res Ltd Med Term Com	1.1%	1.5%	98,027	+0.2%	$3.9M
ASMLAsml Hldg NV	1.0%	0.8%	1,875	-2.7%	$3.7M
BEPBrookfield Renewable Energy	1.0%	1.1%	107,215	+2.3%	$3.7M
SLFSun Life Financial Inc.	1.0%	0.9%	45,797	+0.5%	$3.6M
CCitigroup Inc Com New	1.0%	0.9%	25,440	+0.0%	$3.6M
KLACKla Corp	1.0%	—	11,790	—	$3.6M
BCEBce Inc	1.0%	1.2%	164,505	+4.4%	$3.5M
ORealty Income Corp	0.9%	1.1%	54,739	-2.6%	$3.4M
NSCNorfolk Southn Corp	0.9%	0.9%	10,476	+1.2%	$3.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.9%	1.0%	38,098	-9.6%	$3.3M
IMOImperial Oil Ltd	0.9%	1.2%	28,408	-0.5%	$3.2M
NDAQNasdaq Inc	0.9%	1.0%	40,254	+1.9%	$3.2M
AMZNAmazon Com Inc Com	0.9%	0.9%	13,183	-1.6%	$3.1M
MAMastercard Inc.	0.8%	0.9%	5,945	+2.0%	$3.1M
TMToyota Motor Corp Ads	0.8%	1.1%	18,093	+0.5%	$3.0M
XLKState Street Technology Select Sector Sp	0.8%	—	15,710	—	$3.0M
LLYLilly Eli & Co	0.8%	—	2,391	—	$2.9M

What Gold Investment Management Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +44.1% /yr; S&P 500 +20.1%
3 years: +21.8% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$368.8M	202
Q1 2026	$322.9M	201
Q4 2025	$313.3M	204
Q3 2025	$297.6M	203
Q2 2025	$265.6M	203
Q1 2025	$236.7M	216
Q4 2024	$237.1M	215
Q3 2024	$238.9M	208
Q2 2024	$236.5M	215
Q1 2024	$247.5M	215
Q4 2023	$233.7M	208

Questions about Gold Investment Management Ltd.'s portfolio

What stocks does Gold Investment Management Ltd. own?

Gold Investment Management Ltd.'s latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 202 positions worth $368.8M. The largest are Applied Matls Inc (AMAT) at 5.9%, Taiwan Semiconductor Manufac (TSM) at 5.2%, Toronto Dominion Bank (TD) at 3.9%, Bank Nova Scotia B C (BNS) at 3.3% and Royal Bank of Canada (RY) at 2.7%.

What did Gold Investment Management Ltd. buy last quarter?

In Q2 2026, Gold Investment Management Ltd. added Ishares Core Msci Eafe ETF (IEFA) (+10.8% shares) and Tesla Inc Com (TSLA) (+8.0% shares), compared with its Q1 2026 filing.

What did Gold Investment Management Ltd. sell last quarter?

In Q2 2026, Gold Investment Management Ltd. cut from its top 50 Granite Real Estate Investment trust (GRTUF), cut from its top 50 Medtronic PLC (MDT), cut from its top 50 Digital Realty Trust Inc (DLR), cut from its top 50 Markel Group Inc (MKL), Vanguard Star Fds Vanguard Total Intl St (VXUS) (-9.6% shares), Lam Research Corp (LRCX) (-5.6% shares) and Suncor Energy Inc New (SU) (-5.5% shares), compared with its Q1 2026 filing.

How has Gold Investment Management Ltd.'s portfolio performed?

A portfolio copying Gold Investment Management Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.8% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +44.1% against +20.1%.

When is Gold Investment Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Gold Investment Management Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Gold Investment Management Ltd. manage?

Gold Investment Management Ltd. reported $525.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $368.8M.