Gold Investment Management Ltd.

RIA/Wealth

Gold Investment Management Ltd. is a RIA/Wealth led by Jonathon Andrew Lewis Gold, reporting $409.5M in AUM as of Q3 2025 with TSM as the largest holding (4% allocation).

PresidentJonathon Andrew Lewis Gold

Portfolio Value: $293.0M
Positions: 203
Top Holding: TSM at 3.92%
Last Reported: Q3 2025

Address10226 - 104 Street Nw, Suite 502 Fox Tower One, Edmonton, AB T5J 1B8, Canada

Top Holdings

Largest long holdings in Gold Investment Management Ltd.'s portfolio (28.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$11.5M	3.92%	+$42.2K Bought	— 41.2K shares	Q4 2023 Held for 1y 11m
2 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$11.4M	3.90%	+$2.9M Bought	0.00% 25.7K shares	Q4 2023 Held for 1y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$10.2M	3.47%	+$45.1K Bought	0.00% 19.6K shares	Q4 2023 Held for 1y 11m
4 Bank of Nova Scotia BNS	Banks - Diversified Financial Services	$9.4M	3.21%	+$202.2K Bought	0.01% 145.6K shares	Q4 2023 Held for 1y 11m
5 Toronto Dominion Bank TD	Banks - Diversified Financial Services	$9.3M	3.18%	+$140.3K Bought	0.01% 116.6K shares	Q4 2023 Held for 1y 11m
6 Royal Bank of Canada RY	Banks - Diversified Financial Services	$6.9M	2.35%	+$65.2K Bought	0.00% 46.7K shares	Q4 2023 Held for 1y 11m
7 Brookfield BN	Asset Management Financial Services	$6.9M	2.34%	+$44.5K Bought	0.01% 99.9K shares	Q4 2023 Held for 1y 11m
8 Suncor Energy SU	Oil & Gas Integrated Energy	$6.4M	2.19%	+$125.4K Bought	0.01% 153.3K shares	Q4 2023 Held for 1y 11m
9 Applied Materials AMAT	Semiconductors Technology	$6.4M	2.19%	+$85.0K Bought	0.00% 31.3K shares	Q4 2023 Held for 1y 11m
10 Canadian Pacific Kansas City CP	Railroads Industrials	$6.4M	2.17%	+$105.6K Bought	0.01% 85.5K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Gold Investment Management Ltd.'s latest filing

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Market Value

$293.0M

Prior: $261.4M

Q/Q Change

+12.1%

+$31.6M

Net Flows % of MV

+2.86%

Turnover Ratio

1.5%

New Purchases

0 stocks

Added To

81 stocks

+$8.6M

Sold Out Of

0 stocks

Reduced Holdings

10 stocks

-$207.0K

Increased Positions

Position	Shares Δ	Change
1 General Dynamics GD	+73.48%	6.2K → 10.7K +$1.5M
2 Tesla, Inc. TSLA	+34.6%	19.1K → 25.7K +$2.9M
3 Brookfield Infrastructure Corporation BIPC	+9.52%	294.0 → 322.0 +$1.2K
4 iShares Core MSCI EAFE ETF IEFA	+8.08%	38.1K → 41.2K +$269.2K
5 BCE BCE	+5.86%	136.8K → 144.8K +$187.5K

Decreased Positions

Position	Shares Δ	Change
1 Ventas VTR	-3.07%	16.7K → 16.2K −$36.0K
2 XLV Health Care Select Sector SPDR Fund XLV	-2.95%	1.3K → 1.3K −$5.4K
3 Mid-America Apartment Communities MAA	-2.94%	10.4K → 10.1K −$42.6K
4 Public Storage PSA	-2.77%	2.0K → 1.9K −$15.9K
5 McDonald's MCD	-2.46%	854.0 → 833.0 −$6.4K

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Analytics

Portfolio insights and performance metrics for Gold Investment Management Ltd.

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GthenA

Sector Allocation

Financial Services

29.70%

Technology

15.30%

Industrials

13.50%

ETF

9.10%

Energy

6.10%

Healthcare

5.50%

Consumer Cyclical

5.10%

Utilities

4.10%

Real Estate

3.50%

Communication Services

3.20%

Consumer Defensive

1.70%

Basic Materials

0.80%

Market Cap Distribution

Mega Cap (> $200B)

28.70%

Large Cap ($10B - $200B)

53.94%

Mid Cap ($2B - $10B)

1.75%

Small Cap ($300M - $2B)

0.00%

Nano Cap (< $50M)

0.18%

N/A (ETF or Unknown)

15.43%

Portfolio Concentration

Top 10 Holdings %

28.92%

Top 20 Holdings %

46.19%

Top 50 Holdings %

79.11%

Top 100 Holdings %

97.66%