Arkolith/Funds/Gold Investment Management Ltd.

Gold Investment Management Ltd.

CIK 2006008
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Gold Investment Management Ltd. holds a diversified book of 202 reported positions worth $368.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Applied Materials Inc. Their largest long position is Applied Materials Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +49% (+23.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
5
bought for the first time
+2 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
4
exited the position entirely
+1 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+48.7%
+23.7%/yr · since Oct '24
Their reported book
+40.5%
held from quarter-end
S&P 500
+36.8%
same window
$9K$11K$12K$14K$15KOct '24Mar '25Aug '25Dec '25May '26Sep '26
Gold Investment Management Ltd. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 8.3 points over this window.

Growth of $10,000 cloning Gold Investment Management Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
32%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

90% mapped to company sectors

Financials
27%
Information Technology
20%
Industrials
17%
ETFs / funds
10%
Consumer Discretionary
6%
Health Care
6%
Real Estate
5%
Energy
4%

+5 sectors below the cut, 5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Gold Investment Management Ltd.

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC33 / 80$2.5B
Canerector Inc8 / 80$184.8M
Brookfield Corp11 / 80$62.6B
Fremen Capital Management LP8 / 80$94.2M
Marest Capital, LLC13 / 80$156.8M
Daniel Investment Group, Inc.9 / 80$129.2M
Independent Investors Inc20 / 80$395.9M
Trust Asset Management LLC30 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Gold Investment Management Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

202 positions
#SecurityValueShares% PortLast moveHistory
1Applied Matls Inc
COM
$21.8M30.2K
5.9%
−2.7%
Reduced · −848 sh
2Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$19.2M40.2K
5.2%
−1.1%
Reduced · −428 sh
3Toronto Dominion BK Ont
COM NEW
$14.5M119.0K
3.9%
−0.2%
Reduced · −251 sh
4Bank Nova Scotia Halifax
COM
$12.1M138.8K
3.3%
+0.1%
Added · +204 sh
5Royal BK Cda
COM
$9.8M47.2K
2.7%
−0.5%
Reduced · −229 sh
6Tesla Inc
COM
$9.5M22.7K
2.6%
+8.0%
Added · +2K sh
7Manulife Finl Corp
COM
$8.3M205.2K
2.3%
−0.1%
Reduced · −179 sh
8Brookfield Infrast Partners
LP INT UNIT
$7.8M180.2K
2.1%
+1.8%
Added · +3K sh
9Canadian Pacific Kansas City
COM
$7.7M89.4K
2.1%
+0.6%
Added · +505 sh
10Suncor Energy Inc New
COM
$7.6M141.8K
2.1%
−5.5%
Reduced · −8K sh
11Microsoft Corp
COM
$7.5M20.2K
2.0%
+0.3%
Added · +62 sh
12Canadian Natl Ry Co
COM
$6.8M56.6K
1.8%
+1.0%
Added · +565 sh
13Canadian Imperial BK Comm To
COM
$6.6M57.7K
1.8%
−1.2%
Reduced · −725 sh
14JPMorgan Chase & Co
COM
$6.5M19.9K
1.8%
−0.4%
Reduced · −86 sh
15Brookfield Corp
CL A LTD VT SH
$6.5M151.8K
1.8%
−0.3%
Reduced · −446 sh
16Lam Research Corp
COM NEW
$6.0M13.9K
1.6%
−5.6%
Reduced · −820 sh
17Union Pac Corp
COM
$6.0M22.0K
1.6%
+0.8%
Added · +185 sh
18CSX Corp
COM
$6.0M125.6K
1.6%
−0.3%
Reduced · −376 sh
19Ishares TR
CORE MSCI EAFE
$5.9M61.5K
1.6%
+11%
Added · +6K sh
20Ishares Inc
MSCI EMRG CHN
$5.5M53.4K
1.5%
+1.1%
Added · +590 sh
21Bank America Corp
COM
$5.1M88.8K
1.4%
−0.1%
Reduced · −55 sh
22Lockheed Martin Corp
COM
$5.1M9.9K
1.4%
~0%
Added · +2 sh
23Johnson & Johnson
COM
$5.1M19.9K
1.4%
+0.1%
Added · +27 sh
24Cisco Sys Inc
COM
$4.9M42.1K
1.3%
−2.9%
Reduced · −1K sh
25Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.7M66.4K
1.3%
−0.1%
Reduced · −101 sh
26Fortis Inc
COM
$4.7M82.3K
1.3%
+1.0%
Added · +807 sh
27Walmart Inc
COM
$4.7M41.1K
1.3%
+0.8%
Added · +337 sh
28SPDR S&P 500 ETF TR
TR UNIT
$4.3M5.8K
1.2%
−2.3%
Reduced · −135 sh
29Goldman Sachs Group Inc
COM
$4.3M4.2K
1.2%
−1.1%
Reduced · −47 sh
30Enbridge Inc
COM
$4.2M78.4K
1.2%
+0.6%
Added · +500 sh
31Ishares TR
ISHARES SEMICDTR
$4.2M6.6K
1.1%
−2.3%
Reduced · −156 sh
32Bank Montreal Que
COM
$4.1M23.3K
1.1%
+0.7%
Added · +172 sh
33General Dynamics Corp
COM
$3.9M11.0K
1.1%
−0.3%
Reduced · −33 sh
34Canadian Nat Res Ltd
COM
$3.9M98.0K
1.1%
+0.2%
Added · +167 sh
35ASML Holding N V
N Y REGISTRY SHS
$3.7M1.9K
1.0%
−2.7%
Reduced · −52 sh
36Brookfield Renewable Partner
PARTNERSHIP UNIT
$3.7M107.2K
1.0%
+2.3%
Added · +2K sh
37Sun Life Financial Inc.
COM
$3.6M45.8K
1.0%
+0.5%
Added · +218 sh
38Citigroup Inc
COM NEW
$3.6M25.4K
1.0%
~0%
Added · +5 sh
39Kla Corp
COM NEW
$3.6M11.8K
1.0%
+837%
Added · +11K sh
40Bce Inc
COM NEW
$3.5M164.5K
1.0%
+4.4%
Added · +7K sh
41Realty Income Corp
COM
$3.4M54.7K
0.9%
−2.6%
Reduced · −1K sh
42Norfolk Southn Corp
COM
$3.3M10.5K
0.9%
+1.2%
Added · +129 sh
43Vanguard Star FDS
VG TL INTL STK F
$3.3M38.1K
0.9%
−9.6%
Reduced · −4K sh
44Imperial Oil Ltd
COM NEW
$3.2M28.4K
0.9%
−0.5%
Reduced · −143 sh
45Nasdaq Inc
COM
$3.2M40.3K
0.9%
+1.9%
Added · +750 sh
46Amazon Com Inc
COM
$3.1M13.2K
0.9%
−1.6%
Reduced · −217 sh
47Mastercard Incorporated
CL A
$3.1M5.9K
0.8%
+1.9%
Added · +114 sh
48Toyota Motor Corp
ADS
$3.0M18.1K
0.8%
+0.5%
Added · +96 sh
49Select Sector SPDR TR
TECHNOLOGY
$3.0M15.7K
0.8%
−2.3%
Reduced · −377 sh
50Eli Lilly & Co
COM
$2.9M2.4K
0.8%
Held
Showing 50 of 202 positions
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Filing history

As-of date vs the date the SEC received each filing

$368.8M · Q2 2026Q3 2024 · $238.9MQ2 2026 · $368.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d202$368.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d201$322.9M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202628d204$313.3M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d203$297.6M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202518d203$265.6M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202524d216$236.7M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d215$237.1M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d208$238.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.