Gold Investment Management Ltd. logo

Gold Investment Management Ltd. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Gold Investment Management Ltd. with $293.0M in long positions as of Q3 2025, 30% allocated to Financial Services, and 29% concentrated in top 10 positions.

Portfolio Value
$293.0M
Top 10 Concentration
29%
Top Sector
Financial Services (30%)
US Exposure
59%
Market Cap Focus
Large Cap
Countries
6

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 29.70%Financial ServicesTechnology: 15.30%TechnologyIndustrials: 13.50%IndustrialsETF: 9.10%ETFEnergy: 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%
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%

Industry Breakdown

64 industries across all sectors

Banks - Diversified: 15.86%Banks - DiversifiedETF: 9.13%ETFSemiconductors: 8.91%SemiconductorsRailroads: 8.09%RailroadsAsset Management: 5.19%Software - Infrastructure: 4.93%Auto - Manufacturers: 3.92%Drug Manufacturers - General: 3.82%Aerospace & Defense: 3.77%Oil & Gas Integrated: 3.26%Insurance - Life: 2.17%Telecommunications Services: 2.12%Diversified Utilities: 1.91%Financial - Credit Services: 1.62%Oil & Gas Midstream: 1.62%Discount Stores: 1.58%Medical - Devices: 1.58%47 more: 18.15%47 more
Banks - Diversified
Financial Services
15.86%
ETF
ETF
9.13%
Semiconductors
Technology
8.91%
Railroads
Industrials
8.09%
Asset Management
Financial Services
5.19%
Software - Infrastructure
Technology
4.93%
Auto - Manufacturers
Consumer Cyclical
3.92%
Drug Manufacturers - General
Healthcare
3.82%
Aerospace & Defense
Industrials
3.77%
Oil & Gas Integrated
Energy
3.26%
Insurance - Life
Financial Services
2.17%
Telecommunications Services
Communication Services
2.12%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 28.70%Mega Cap (> $200B)Large Cap ($10B - $200B): 53.94%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.75%Small Cap ($300M - $2B): 0.00%Nano Cap (< $50M): 0.18%N/A (ETF or Unknown): 15.43%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
59.47%
International
40.53%
Countries
6
Largest Int'l Market
Canada - 32.15%
United States of America
59.47% ($174.3M)
158 holdings
Canada
32.15% ($94.2M)
38 holdings
Taiwan
3.92% ($11.5M)
1 holdings
Bermuda
3.27% ($9.6M)
3 holdings
Ireland
1.11% ($3.2M)
2 holdings
United Kingdom
0.08% ($235.1K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
7 quarters
Avg. Top 20
7 quarters
Avg. All Positions
6.8 quarters
Median Holding Period
7 quarters
Persistence Rate
96.55%
Persistent Holdings Weight
99.75%
Persistent Positions
196
Longest Held
Qualcomm Inc logo
Qualcomm IncQCOM - 7 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
0.49%
Largest Position
Taiwan Semiconductor Manufacturing Company Ltd. logo
Taiwan Semiconductor Manufacturing Company Ltd.TSM - 3.92%
Largest Ownership Stake
Brookfield Business Partners L.P.Limited Partnership Units logo
Brookfield Business Partners L.P.Limited Partnership UnitsBBU - 0.05%
Avg. Ownership Stake
0.005%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2023)

Avg. New Position
0.44%
Avg. Ownership Stake
0.005%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 4.77% (Q2 2024)
Largest Ownership Stake
Brookfield Business Partners L.P.Limited Partnership Units logo
Brookfield Business Partners L.P.Limited Partnership UnitsBBU - 0.05% (Q1 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.5%
Value Traded
$4.40M
Positions Added
0
Positions Exited
0

Historical (Since Q4 2023)

Avg. Turnover Ratio
8.9%
Avg. Positions Added
29
Avg. Positions Exited
4
Highest Turnover
50.0%
Q4 2023
Lowest Turnover
1.4%
Q1 2024

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