Filed: 4/24/2025ACC: 0002006008-25-000002
📋 What this filing means
GOLD INVESTMENT MANAGEMENT LTD. filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $236.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$236.65M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
COM$149.79M63.3%
COM NEW$15.02M6.3%
SPONSORED ADS$7.78M3.3%
CL A LTD VT SH$5.15M2.2%
LP INT UNIT$4.70M2.0%
SHS$4.12M1.7%
TR UNIT NEW$3.89M1.6%
Portfolio Concentration
Top 3$20.32M8.6%
4–10$38.97M16.5%
11–25$57.07M24.1%
Rest$120.29M50.8%
Top 3 weight
8.6%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Sole
Full voting authority
3.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole216
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings216
Rows:
MICROSOFT CORP
SOLEShares18.49K
TypeSH
Market value$6.94M
2.93%
Sole
18.49K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares113.46K
TypeSH
Market value$6.80M
2.87%
Sole
113.46K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares138.67K
TypeSH
Market value$6.58M
2.78%
Sole
138.67K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares38.04K
TypeSH
Market value$6.31M
2.67%
Sole
38.04K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares191.49K
TypeSH
Market value$5.97M
2.52%
Sole
191.49K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares82.82K
TypeSH
Market value$5.81M
2.46%
Sole
82.82K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares147.14K
TypeSH
Market value$5.70M
2.41%
Sole
147.14K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares98.46K
TypeSH
Market value$5.15M
2.18%
Sole
98.46K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares45.47K
TypeSH
Market value$5.12M
2.17%
Sole
45.47K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares50.32K
TypeSH
Market value$4.90M
2.07%
Sole
50.32K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares20.35K
TypeSH
Market value$4.81M
2.03%
Sole
20.35K
Shared
0.00
None
0.00
BROOKFIELD INFRAST PARTNERS
SOLEShares157.79K
TypeSH
Market value$4.70M
1.98%
Sole
157.79K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares19.12K
TypeSH
Market value$4.69M
1.98%
Sole
19.12K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares27.82K
TypeSH
Market value$4.04M
1.71%
Sole
27.82K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.92K
TypeSH
Market value$3.98M
1.68%
Sole
8.92K
Shared
0.00
None
0.00
GRANITE REAL ESTATE INVT TR
SOLEShares83.47K
TypeSH
Market value$3.89M
1.64%
Sole
83.47K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares88.28K
TypeSH
Market value$3.68M
1.56%
Sole
88.28K
Shared
0.00
None
0.00
REALTY INCOME CORP
SOLEShares62.74K
TypeSH
Market value$3.64M
1.54%
Sole
62.74K
Shared
0.00
None
0.00
WALMART INC
SOLEShares41.05K
TypeSH
Market value$3.60M
1.52%
Sole
41.05K
Shared
0.00
None
0.00
CSX CORP
SOLEShares118.81K
TypeSH
Market value$3.50M
1.48%
Sole
118.81K
Shared
0.00
None
0.00
FORTIS INC
SOLEShares75.06K
TypeSH
Market value$3.42M
1.45%
Sole
75.06K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares66.82K
TypeSH
Market value$3.40M
1.44%
Sole
66.82K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares15.97K
TypeSH
Market value$3.30M
1.39%
Sole
15.97K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares5.76K
TypeSH
Market value$3.22M
1.36%
Sole
5.76K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares72.34K
TypeSH
Market value$3.20M
1.35%
Sole
72.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 18.49K | SH | $6.94M 2.93% | 18.49K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 113.46K | SH | $6.80M 2.87% | 113.46K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 138.67K | SH | $6.58M 2.78% | 138.67K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 38.04K | SH | $6.31M 2.67% | 38.04K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 191.49K | SH | $5.97M 2.52% | 191.49K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 82.82K | SH | $5.81M 2.46% | 82.82K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 147.14K | SH | $5.70M 2.41% | 147.14K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 98.46K | SH | $5.15M 2.18% | 98.46K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 45.47K | SH | $5.12M 2.17% | 45.47K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 50.32K | SH | $4.90M 2.07% | 50.32K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 20.35K | SH | $4.81M 2.03% | 20.35K | 0.00 | 0.00 |
BROOKFIELD INFRAST PARTNERSSOLE | LP INT UNIT | 157.79K | SH | $4.70M 1.98% | 157.79K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 19.12K | SH | $4.69M 1.98% | 19.12K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 27.82K | SH | $4.04M 1.71% | 27.82K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.92K | SH | $3.98M 1.68% | 8.92K | 0.00 | 0.00 |
GRANITE REAL ESTATE INVT TRSOLE | TR UNIT NEW | 83.47K | SH | $3.89M 1.64% | 83.47K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 88.28K | SH | $3.68M 1.56% | 88.28K | 0.00 | 0.00 |
REALTY INCOME CORPSOLE | COM | 62.74K | SH | $3.64M 1.54% | 62.74K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 41.05K | SH | $3.60M 1.52% | 41.05K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 118.81K | SH | $3.50M 1.48% | 118.81K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 75.06K | SH | $3.42M 1.45% | 75.06K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 66.82K | SH | $3.40M 1.44% | 66.82K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 15.97K | SH | $3.30M 1.39% | 15.97K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.76K | SH | $3.22M 1.36% | 5.76K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 72.34K | SH | $3.20M 1.35% | 72.34K | 0.00 | 0.00 |
Page 1 of 9
…