2026 Q3 Portfolio Activity
In 2026 Q3, Gold Investment Management Ltd. maintained a portfolio of 202 distinct positions. They heavily accumulated shares in LOCKHEED MARTIN CORP, increasing the position by 10.3%. The fund also reduced its exposure to TESLA INC by 22.5%.
Position History
hover any row below to update
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Total Positions
202
Quarter
2026 Q3
Top Holding
TSM (5.0%)
Top 10 Concentration
31.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 202
Gold Investment Management Ltd. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 5.05% | 5.21% |
#1
1
Prev: #2
|
4.5 |
—
|
-605 | -1.5% |
P
S
|
39,595 | $18,062,843 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 4.24% | 5.92% |
#2
1
Prev: #1
|
3.7 |
—
|
-558 | -1.8% |
P
S
|
29,637 | $15,155,769 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 3.91% | 3.92% |
#3
Prev: #3
|
3.1 |
—
|
-114 | -0.1% |
P
S
|
118,862 | $13,974,971 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 3.53% | 3.27% |
#4
Prev: #4
|
2.4 |
—
|
-9 | -0.0% |
P
S
|
138,741 | $12,615,565 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.94% | 2.04% |
#5
6
Prev: #11
|
2.2 |
—
|
326 | 1.6% |
P
S
|
20,483 | $10,505,731 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 2.69% | 2.07% |
#6
4
Prev: #10
|
1.6 |
—
|
188 | 0.1% |
P
S
|
142,033 | $9,630,540 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 2.61% | 2.65% |
#7
2
Prev: #5
|
1.5 |
—
|
185 | 0.4% |
P
S
|
47,427 | $9,328,776 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 2.45% | 2.26% |
#8
1
Prev: #7
|
1.5 |
—
|
770 | 0.4% |
P
S
|
206,004 | $8,777,461 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 2.15% | 2.10% |
#9
Prev: #9
|
1.4 |
—
|
868 | 1.0% |
P
S
|
90,259 | $7,686,475 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BIP
BROOKFIELD INFR...
|
Bond/Debt | 2.13% | 2.11% |
#10
2
Prev: #8
|
1.4 |
—
|
782 | 0.4% |
P
S
|
181,018 | $7,620,023 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.90% | 1.83% |
#11
1
Prev: #12
|
1.3 |
—
|
552 | 1.0% |
P
S
|
57,181 | $6,806,114 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.84% | 1.77% |
#12
2
Prev: #14
|
1.2 |
—
|
-28 | -0.1% |
P
S
|
19,885 | $6,578,555 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 1.76% | 1.80% |
#13
Prev: #13
|
1.2 |
—
|
-424 | -0.7% |
P
S
|
57,249 | $6,304,550 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IEFA
ISHARES TR
|
ETF | 1.75% | 1.61% |
#14
5
Prev: #19
|
2.7 |
—
|
3,255 | 5.3% |
P
S
|
64,773 | $6,275,208 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.74% | 2.58% |
#15
9
Prev: #6
|
0.7 |
—
|
-5,104 | -22.5% |
P
S
|
17,552 | $6,227,625 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.71% | 1.62% |
#16
1
Prev: #17
|
1.2 |
—
|
524 | 2.4% |
P
S
|
22,495 | $6,121,564 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CSX
CSX CORP
|
Industrials | 1.64% | 1.62% |
#17
1
Prev: #18
|
1.2 |
—
|
547 | 0.4% |
P
S
|
126,167 | $5,868,027 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.59% | 1.75% |
#18
3
Prev: #15
|
1.1 |
—
|
4,475 | 2.9% |
P
S
|
156,232 | $5,699,526 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.56% | 1.37% |
#19
3
Prev: #22
|
2.6 |
—
|
1,022 | 10.3% |
P
S
|
10,939 | $5,570,686 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.50% | 1.37% |
#20
3
Prev: #23
|
1.1 |
—
|
369 | 1.9% |
P
S
|
20,260 | $5,363,632 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
EMXC
ISHARES INC
|
ETF | 1.43% | 1.48% |
#21
1
Prev: #20
|
1.1 |
—
|
-1,587 | -3.0% |
P
S
|
51,764 | $5,128,777 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.35% | 1.37% |
#22
1
Prev: #21
|
1.0 |
—
|
77 | 0.1% |
P
S
|
88,879 | $4,837,684 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.31% | 1.28% |
#23
2
Prev: #25
|
1.0 |
—
|
-120 | -0.2% |
P
S
|
66,292 | $4,680,878 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 1.29% | 1.05% |
#24
10
Prev: #34
|
1.0 |
—
|
233 | 0.2% |
P
S
|
98,260 | $4,620,954 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.26% | 1.63% |
#25
9
Prev: #16
|
1.0 |
—
|
-185 | -1.3% |
P
S
|
13,731 | $4,510,771 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.25% | 1.18% |
#26
2
Prev: #28
|
1.0 |
—
|
35 | 0.6% |
P
S
|
5,859 | $4,467,253 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
FTS
FORTIS INC
|
Utilities | 1.24% | 1.28% |
#27
1
Prev: #26
|
1.0 |
—
|
1,959 | 2.4% |
P
S
|
84,211 | $4,447,822 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.24% | 1.34% |
#28
4
Prev: #24
|
1.0 |
—
|
-856 | -2.0% |
P
S
|
41,234 | $4,438,015 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.22% | 1.26% |
#29
2
Prev: #27
|
1.0 |
—
|
1,104 | 2.7% |
P
S
|
42,164 | $4,381,683 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.12% | 1.06% |
#30
3
Prev: #33
|
2.4 |
—
|
1,061 | 9.6% |
P
S
|
12,085 | $4,010,166 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BMO
BANK OF MONTREA...
|
Financial Services | 1.09% | 1.11% |
#31
1
Prev: #32
|
0.9 |
—
|
162 | 0.7% |
P
S
|
23,422 | $3,916,339 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
NDAQ
NASDAQ INC
|
Financial Services | 1.07% | 0.86% |
#32
13
Prev: #45
|
0.9 |
—
|
1,509 | 3.7% |
P
S
|
41,763 | $3,842,614 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
ENB
ENBRIDGE INC
|
Energy | 1.07% | 1.15% |
#33
3
Prev: #30
|
2.4 |
—
|
4,220 | 5.4% |
P
S
|
82,573 | $3,837,974 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.06% | 1.16% |
#34
5
Prev: #29
|
0.9 |
—
|
-20 | -0.5% |
P
S
|
4,209 | $3,789,615 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BCE
BCE INC
|
Communication Services | 1.05% | 0.96% |
#35
5
Prev: #40
|
2.4 |
—
|
19,889 | 12.1% |
P
S
|
184,394 | $3,753,439 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SLF
SUN LIFE FINANC...
|
Financial Services | 1.02% | 0.97% |
#36
1
Prev: #37
|
0.9 |
—
|
1,005 | 2.2% |
P
S
|
46,802 | $3,647,609 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
SOXX
ISHARES TR
|
ETF | 1.00% | 1.14% |
#37
6
Prev: #31
|
0.9 |
—
|
-294 | -4.5% |
P
S
|
6,284 | $3,573,334 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 0.98% | 0.86% |
#38
6
Prev: #44
|
0.9 |
—
|
45 | 0.2% |
P
S
|
28,453 | $3,498,647 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.94% | 0.83% |
#39
8
Prev: #47
|
0.9 |
—
|
166 | 2.8% |
P
S
|
6,111 | $3,370,033 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
TM
TOYOTA MOTOR CO...
|
Consumer Cyclical | 0.94% | 0.83% |
#40
8
Prev: #48
|
0.9 |
—
|
189 | 1.0% |
P
S
|
18,282 | $3,347,434 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.92% | 1.01% |
#41
6
Prev: #35
|
0.9 |
—
|
-51 | -2.7% |
P
S
|
1,824 | $3,304,486 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.92% | 0.97% |
#42
4
Prev: #38
|
0.9 |
—
|
21 | 0.1% |
P
S
|
25,461 | $3,296,690 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.92% | 0.85% |
#43
3
Prev: #46
|
0.9 |
—
|
-4 | -0.0% |
P
S
|
13,179 | $3,283,548 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.91% | 0.89% |
#44
2
Prev: #42
|
0.9 |
—
|
114 | 1.1% |
P
S
|
10,590 | $3,272,310 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.91% | 0.88% |
#45
2
Prev: #43
|
0.9 |
—
|
314 | 0.8% |
P
S
|
38,412 | $3,263,484 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.88% | 0.71% |
#46
9
Prev: #55
|
2.4 |
—
|
3,126 | 9.4% |
P
S
|
36,496 | $3,149,240 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
BEP
BROOKFIELD RENE...
|
Utilities | 0.87% | 1.01% |
#47
11
Prev: #36
|
0.8 |
—
|
3,689 | 3.4% |
P
S
|
110,904 | $3,123,266 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.85% | 0.92% |
#48
7
Prev: #41
|
0.8 |
—
|
1,351 | 2.5% |
P
S
|
56,090 | $3,045,687 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.83% | 0.81% |
#49
Prev: #49
|
0.8 |
—
|
-448 | -2.9% |
P
S
|
15,262 | $2,986,344 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.81% | 0.76% |
#50
2
Prev: #52
|
0.8 |
—
|
-98 | -2.0% |
P
S
|
4,733 | $2,895,460 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-19 |
Showing 1-50 of 202 holdings