AI Portfolio Summary
In 2025 Q4, Gold Investment Management Ltd. maintained a portfolio of 206 distinct positions. They heavily accumulated shares in TESLA INC, increasing their position by 1.9%. Conversely, Gold Investment Management Ltd. completely exited their position in TOTALENERGIES SE.
Total Positions
206
Quarter
2025 Q4
Top Holding
TSM (3.9%)
Top 10 Concentration
29.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 206
| 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 | 3.93% | 3.86% |
#1
Prev: #1
|
4.1 | -604 | -1.5% |
P
S
|
40,555 | $12,324,259 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 3.76% | 3.84% |
#2
Prev: #2
|
3.5 | 500 | 1.9% |
P
S
|
26,175 | $11,771,421 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 3.55% | 3.13% |
#3
2
Prev: #5
|
2.9 | 1,564 | 1.3% |
P
S
|
118,115 | $11,132,500 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 3.23% | 3.16% |
#4
Prev: #4
|
2.3 | -8,586 | -5.9% |
P
S
|
137,025 | $10,106,405 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.04% | 3.42% |
#5
2
Prev: #3
|
2.2 | 71 | 0.4% |
P
S
|
19,706 | $9,530,216 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RY
ROYAL BK CDA
|
Financial Services | 2.56% | 2.31% |
#6
Prev: #6
|
1.5 | 400 | 0.9% |
P
S
|
47,100 | $8,029,821 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 2.54% | 2.15% |
#7
2
Prev: #9
|
1.5 | -364 | -1.2% |
P
S
|
30,938 | $7,950,757 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 2.34% | 2.08% |
#8
3
Prev: #11
|
1.4 | 2,781 | 1.4% |
P
S
|
201,792 | $7,327,733 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 2.20% | 2.30% |
#9
2
Prev: #7
|
3.9 | 50,529 | 50.6% |
P
S
|
150,401 | $6,905,844 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 2.10% | 2.16% |
#10
2
Prev: #8
|
1.3 | -5,227 | -3.4% |
P
S
|
148,079 | $6,572,658 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 2.04% | 2.14% |
#11
1
Prev: #10
|
1.3 | 1,473 | 1.7% |
P
S
|
86,970 | $6,403,146 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.03% | 2.08% |
#12
Prev: #12
|
1.3 | 170 | 0.9% |
P
S
|
19,751 | $6,364,167 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIP
BROOKFIELD INFR...
|
Bond/Debt | 1.92% | 1.88% |
#13
Prev: #13
|
1.3 | 3,123 | 1.8% |
P
S
|
172,723 | $6,004,091 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.72% | 1.70% |
#14
Prev: #14
|
1.2 | 1,042 | 1.9% |
P
S
|
54,534 | $5,393,800 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 1.68% | 1.54% |
#15
3
Prev: #18
|
1.2 | 516 | 0.9% |
P
S
|
57,995 | $5,257,791 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.60% | 1.65% |
#16
1
Prev: #15
|
1.1 | 829 | 4.0% |
P
S
|
21,662 | $5,010,854 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GRP/U
GRANITE REAL ES...
|
Unknown | 1.58% | 1.55% |
#17
Prev: #17
|
1.1 | 271 | 0.3% |
P
S
|
83,127 | $4,948,858 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.56% | 1.53% |
#18
1
Prev: #19
|
1.1 | 250 | 0.3% |
P
S
|
88,689 | $4,877,895 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.51% | 1.61% |
#19
3
Prev: #16
|
1.1 | 164 | 1.7% |
P
S
|
9,777 | $4,728,842 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSX
CSX CORP
|
Industrials | 1.44% | 1.47% |
#20
Prev: #20
|
1.1 | 1,680 | 1.4% |
P
S
|
124,591 | $4,516,424 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.43% | 1.46% |
#21
Prev: #21
|
1.1 | -1,777 | -4.2% |
P
S
|
40,296 | $4,489,377 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 1.40% | 1.21% |
#22
6
Prev: #28
|
2.6 | 7,900 | 19.2% |
P
S
|
49,132 | $4,395,349 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.33% | 1.34% |
#23
Prev: #23
|
1.5 | no change | no change |
P
S
|
66,513 | $4,155,067 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTS
FORTIS INC
|
Utilities | 1.33% | 1.33% |
#24
Prev: #24
|
1.0 | 1,777 | 2.3% |
P
S
|
79,902 | $4,154,322 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.30% | 1.20% |
#25
4
Prev: #29
|
1.0 | 404 | 2.1% |
P
S
|
19,616 | $4,059,531 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTALENERGIES S...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #164) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIXT
TELUS INTL CDA ...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #191) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 206 holdings