Q3 2026 13F · SEC CIK 2006008

Gold Investment Management Ltd.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $357.8M
Reported positions: 198
Top holdings a year, 3 yrs: +21.8%
Assets under management: $525.8M

Gold Investment Management Ltd. is a wealth manager that reported 198 positions worth $357.8M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 5.0%), Applied Matls Inc (AMAT, 4.2%), Toronto Dominion Bk Ont (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 198 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	5.0%	5.2%	39,595	-1.5%	$18.1M
AMATApplied Matls Inc	4.2%	5.9%	29,637	-1.8%	$15.2M
TDToronto Dominion Bk Ont	3.9%	3.9%	118,862	-0.1%	$14.0M
BNSBank Nova Scotia B C	3.5%	3.3%	138,741	-0.0%	$12.6M
MSFTMicrosoft Corp	2.9%	2.0%	20,483	+1.6%	$10.5M
SUSuncor Energy Inc New	2.7%	2.1%	142,033	+0.1%	$9.6M
RYRoyal Bk Cda	2.6%	2.7%	47,427	+0.4%	$9.3M
MFCManulife Finl Corp	2.5%	2.3%	206,004	+0.4%	$8.8M
CPCanadian Pacific Kansas City	2.1%	2.1%	90,259	+1.0%	$7.7M
BIPBrookfield Infrastructure Pa	2.1%	2.1%	181,018	+0.4%	$7.6M
CNICanadian Natl Ry Co	1.9%	1.8%	57,181	+1.0%	$6.8M
JPMJpmorgan Chase & Co	1.8%	1.8%	19,885	-0.1%	$6.6M
CMCanadian Imperial Bank of Co	1.8%	1.8%	57,249	-0.7%	$6.3M
IEFAIshares Tr	1.8%	1.6%	64,773	+5.3%	$6.3M
TSLATesla Inc	1.7%	2.6%	17,552	-22.5%	$6.2M
UNPUnion Pac Corp	1.7%	1.6%	22,495	+2.4%	$6.1M
CSXCsx Corp	1.6%	1.6%	126,167	+0.4%	$5.9M
BNBrookfield Corp	1.6%	1.8%	156,232	+2.9%	$5.7M
LMTLockheed Martin Corp	1.6%	1.4%	10,939	+10.3%	$5.6M
JNJJohnson & Johnson	1.5%	1.4%	20,260	+1.9%	$5.4M
EMXCIshares Inc	1.4%	1.5%	51,764	-3.0%	$5.1M
BACBank of Amer Corp	1.4%	1.4%	88,879	+0.1%	$4.8M
VEAVanguard Ftse Developed Markets Index Fu	1.3%	1.3%	66,292	-0.2%	$4.7M
CNQCanadian Nat Res Ltd Med Ter	1.3%	1.1%	98,260	+0.2%	$4.6M
LRCXLam Research Corp	1.3%	1.6%	13,731	-1.3%	$4.5M
SPYState Str Spdr S&p 500 ETF T	1.2%	1.2%	5,859	+0.6%	$4.5M
FTSFortis Inc	1.2%	1.3%	84,211	+2.4%	$4.4M
CSCOCisco Sys Inc	1.2%	1.3%	41,234	-2.0%	$4.4M
WMTWalmart Inc	1.2%	1.3%	42,164	+2.7%	$4.4M
GDGeneral Dynamics Corp	1.1%	1.1%	12,085	+9.6%	$4.0M
BMOBank of Montreal	1.1%	1.1%	23,422	+0.7%	$3.9M
NDAQNasdaq Inc	1.1%	0.9%	41,763	+3.7%	$3.8M
ENBEnbridge Inc	1.1%	1.2%	82,573	+5.4%	$3.8M
GSGoldman Sachs Group Inc	1.1%	1.2%	4,209	-0.5%	$3.8M
BCEBce Inc	1.0%	1.0%	184,394	+12.1%	$3.8M
SLFSun Life Financial Inc.	1.0%	1.0%	46,802	+2.2%	$3.6M
SOXXIshares Tr	1.0%	1.1%	6,284	-4.5%	$3.6M
IMOImperial Oil Ltd	1.0%	0.9%	28,453	+0.2%	$3.5M
MAMastercard Incorporated	0.9%	0.8%	6,111	+2.8%	$3.4M
TMToyota Motor Corp	0.9%	0.8%	18,282	+1.0%	$3.3M
ASMLAsml Hldg NV	0.9%	1.0%	1,824	-2.7%	$3.3M
CCitigroup Inc	0.9%	1.0%	25,461	+0.1%	$3.3M
AMZNAmazon Com Inc	0.9%	0.9%	13,179	-0.0%	$3.3M
NSCNorfolk Southn Corporation	0.9%	0.9%	10,590	+1.1%	$3.3M
VXUSVanguard Star Fds	0.9%	0.9%	38,412	+0.8%	$3.3M
MDTMedtronic PLC	0.9%	—	36,496	—	$3.1M
BEPBrookfield Renewable Energy	0.9%	1.0%	110,904	+3.4%	$3.1M
ORealty Income Corp.	0.9%	0.9%	56,090	+2.5%	$3.0M
XLKSelect Sector Spdr Tr	0.8%	0.8%	15,262	-2.9%	$3.0M
AMDAdvanced Micro Devices Inc	0.8%	—	4,733	—	$2.9M

What Gold Investment Management Ltd. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$357.8M	198
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 Q3 2026 and filed Oct 19, 2026, lists 198 positions worth $357.8M. The largest are Taiwan Semiconductor Manufac (TSM) at 5.0%, Applied Matls Inc (AMAT) at 4.2%, Toronto Dominion Bk Ont (TD) at 3.9%, Bank Nova Scotia B C (BNS) at 3.5% and Microsoft Corp (MSFT) at 2.9%.

What did Gold Investment Management Ltd. buy last quarter?

In Q3 2026, Gold Investment Management Ltd. added Bce Inc (BCE) (+12.1% shares), Lockheed Martin Corp (LMT) (+10.3% shares) and General Dynamics Corp (GD) (+9.6% shares), compared with its Q2 2026 filing.

What did Gold Investment Management Ltd. sell last quarter?

In Q3 2026, Gold Investment Management Ltd. cut from its top 50 Kla Corp (KLAC), cut from its top 50 Eli Lilly & Co (LLY) and Tesla Inc (TSLA) (-22.5% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $357.8M.