2026 Q1 Portfolio Activity
In 2026 Q1, Gold Investment Management Ltd. maintained a portfolio of 206 distinct positions. The most significant new addition was BROOKFIELD BUSINESS CORP, now representing 0.46% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 13.0%. Conversely, Gold Investment Management Ltd. completely exited their position in BROOKFIELD BUSINESS PARTNERS.
Position History
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Total Positions
206
Quarter
2026 Q1
Top Holding
TSM (4.3%)
Top 10 Concentration
28.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 206
Gold Investment Management Ltd. Full Holdings List — 2026 Q1
| 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 | 4.25% | 3.93% |
#1
Prev: #1
|
4.2 |
—
|
73 | 0.2% |
P
S
|
40,628 | $13,730,233 |
$108.55
+282.5%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | ||
|
TD
TORONTO DOMINIO...
|
Financial Services | 3.44% | 3.55% |
#2
1
Prev: #3
|
3.4 |
—
|
1,112 | 0.9% |
P
S
|
119,227 | $11,123,858 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 3.29% | 2.54% |
#3
4
Prev: #7
|
2.8 |
—
|
105 | 0.3% |
P
S
|
31,043 | $10,610,187 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 3.07% | 2.10% |
#4
6
Prev: #10
|
2.2 |
—
|
1,958 | 1.3% |
P
S
|
150,037 | $9,913,755 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 2.97% | 3.23% |
#5
1
Prev: #4
|
2.2 |
—
|
1,521 | 1.1% |
P
S
|
138,546 | $9,598,228 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.41% | 3.76% |
#6
4
Prev: #2
|
1.5 |
—
|
-5,203 | -19.9% |
P
S
|
20,972 | $7,796,341 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 2.37% | 2.56% |
#7
1
Prev: #6
|
1.4 |
—
|
371 | 0.8% |
P
S
|
47,471 | $7,666,268 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.30% | 3.04% |
#8
3
Prev: #5
|
1.4 |
—
|
389 | 2.0% |
P
S
|
20,095 | $7,438,566 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 2.19% | 2.34% |
#9
1
Prev: #8
|
1.4 |
—
|
3,621 | 1.8% |
P
S
|
205,413 | $7,068,862 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 2.16% | 2.04% |
#10
1
Prev: #11
|
1.4 |
—
|
1,916 | 2.2% |
P
S
|
88,886 | $6,987,684 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BIP
BROOKFIELD INFR...
|
Bond/Debt | 1.98% | 1.92% |
#11
2
Prev: #13
|
1.3 |
—
|
4,302 | 2.5% |
P
S
|
177,025 | $6,379,256 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.91% | 2.20% |
#12
3
Prev: #9
|
1.3 |
—
|
1,802 | 1.2% |
P
S
|
152,203 | $6,161,352 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.86% | 1.51% |
#13
6
Prev: #19
|
1.2 |
—
|
138 | 1.4% |
P
S
|
9,915 | $5,992,527 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.82% | 2.03% |
#14
2
Prev: #12
|
1.2 |
—
|
248 | 1.3% |
P
S
|
19,999 | $5,882,906 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.79% | 1.72% |
#15
1
Prev: #14
|
1.2 |
—
|
1,530 | 2.8% |
P
S
|
56,064 | $5,764,627 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 1.71% | 1.68% |
#16
1
Prev: #15
|
1.2 |
—
|
403 | 0.7% |
P
S
|
58,398 | $5,529,043 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
UNP
UNION PAC CORP
|
Industrials | 1.64% | 1.60% |
#17
1
Prev: #16
|
1.2 |
—
|
124 | 0.6% |
P
S
|
21,786 | $5,285,719 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CSX
CSX CORP
|
Industrials | 1.60% | 1.44% |
#18
2
Prev: #20
|
1.1 |
—
|
1,405 | 1.1% |
P
S
|
125,996 | $5,172,136 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.57% | 1.43% |
#19
2
Prev: #21
|
1.1 |
—
|
427 | 1.1% |
P
S
|
40,723 | $5,061,054 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IEFA
ISHARES TR
|
ETF | 1.56% | 1.40% |
#20
2
Prev: #22
|
2.6 |
—
|
6,403 | 13.0% |
P
S
|
55,535 | $5,027,584 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GRP/U
GRANITE REAL ES...
|
Unknown | 1.52% | 1.58% |
#21
4
Prev: #17
|
1.1 |
—
|
273 | 0.3% |
P
S
|
83,400 | $4,899,189 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.50% | 1.30% |
#22
3
Prev: #25
|
1.1 |
—
|
248 | 1.3% |
P
S
|
19,864 | $4,855,556 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 1.48% | 1.05% |
#23
12
Prev: #35
|
1.1 |
—
|
964 | 1.0% |
P
S
|
97,860 | $4,768,962 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FTS
FORTIS INC
|
Utilities | 1.41% | 1.33% |
#24
Prev: #24
|
1.1 |
—
|
1,543 | 1.9% |
P
S
|
81,445 | $4,539,279 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.34% | 1.56% |
#25
7
Prev: #18
|
1.0 |
—
|
168 | 0.2% |
P
S
|
88,857 | $4,331,779 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.32% | 1.33% |
#26
3
Prev: #23
|
1.5 |
—
|
no change | no change |
P
S
|
66,513 | $4,262,153 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ENB
ENBRIDGE INC
|
Energy | 1.31% | 1.17% |
#27
5
Prev: #32
|
1.0 |
—
|
1,363 | 1.8% |
P
S
|
77,853 | $4,216,082 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
EMXC
ISHARES INC
|
ETF | 1.29% | 1.17% |
#28
3
Prev: #31
|
1.0 |
—
|
2,159 | 4.3% |
P
S
|
52,761 | $4,150,180 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BCE
BCE INC
|
Communication Services | 1.23% | 1.13% |
#29
4
Prev: #33
|
2.5 |
—
|
8,681 | 5.8% |
P
S
|
157,557 | $3,971,455 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.20% | 1.30% |
#30
4
Prev: #26
|
1.0 |
—
|
6 | 0.1% |
P
S
|
5,959 | $3,875,019 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.18% | 1.17% |
#31
1
Prev: #30
|
1.0 |
—
|
130 | 1.2% |
P
S
|
11,057 | $3,794,984 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 1.16% | 0.78% |
#32
20
Prev: #52
|
1.0 |
—
|
143 | 0.5% |
P
S
|
28,551 | $3,735,927 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TM
TOYOTA MOTOR CO...
|
Consumer Cyclical | 1.15% | 1.22% |
#33
6
Prev: #27
|
1.0 |
—
|
211 | 1.2% |
P
S
|
17,997 | $3,709,002 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.12% | 1.18% |
#34
5
Prev: #29
|
0.9 |
—
|
62 | 1.5% |
P
S
|
4,276 | $3,617,453 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
O
REALTY INCOME C...
|
Real Estate | 1.07% | 0.99% |
#35
4
Prev: #39
|
0.9 |
—
|
943 | 1.7% |
P
S
|
56,215 | $3,439,234 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BEP
BROOKFIELD RENE...
|
Utilities | 1.06% | 0.88% |
#36
10
Prev: #46
|
0.9 |
—
|
2,844 | 2.8% |
P
S
|
104,790 | $3,414,988 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.04% | 1.06% |
#37
3
Prev: #34
|
0.9 |
—
|
274 | 0.6% |
P
S
|
43,352 | $3,363,359 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NDAQ
NASDAQ INC
|
Financial Services | 1.04% | 1.20% |
#38
10
Prev: #28
|
0.9 |
—
|
769 | 2.0% |
P
S
|
39,504 | $3,353,495 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.01% | 1.02% |
#39
1
Prev: #38
|
0.9 |
—
|
-179 | -0.4% |
P
S
|
42,151 | $3,250,264 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.98% | 0.81% |
#40
11
Prev: #51
|
1.4 |
—
|
no change | no change |
P
S
|
14,736 | $3,148,494 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BMO
BANK MONTREAL Q...
|
Financial Services | 0.97% | 0.95% |
#41
1
Prev: #42
|
0.9 |
—
|
189 | 0.8% |
P
S
|
23,088 | $3,124,051 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.92% | 1.03% |
#42
5
Prev: #37
|
0.9 |
—
|
837 | 2.5% |
P
S
|
34,292 | $2,971,402 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.92% | 0.94% |
#43
1
Prev: #44
|
0.9 |
—
|
174 | 1.7% |
P
S
|
10,347 | $2,969,589 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.90% | 1.04% |
#44
8
Prev: #36
|
0.9 |
—
|
148 | 2.6% |
P
S
|
5,831 | $2,913,517 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.89% | 0.94% |
#45
2
Prev: #43
|
0.9 |
—
|
69 | 0.3% |
P
S
|
25,435 | $2,884,583 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SLF
SUN LIFE FINANC...
|
Financial Services | 0.88% | 0.89% |
#46
1
Prev: #45
|
0.9 |
—
|
980 | 2.2% |
P
S
|
45,579 | $2,852,574 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.86% | 0.99% |
#47
7
Prev: #40
|
0.8 |
—
|
30 | 0.2% |
P
S
|
13,400 | $2,791,091 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DLR
DIGITAL RLTY TR...
|
Real Estate | 0.86% | 0.75% |
#48
5
Prev: #53
|
0.8 |
—
|
313 | 2.1% |
P
S
|
15,404 | $2,775,955 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 0.84% | 0.96% |
#49
8
Prev: #41
|
0.8 |
—
|
32 | 2.3% |
P
S
|
1,424 | $2,725,636 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.79% | 0.66% |
#50
6
Prev: #56
|
1.3 |
—
|
no change | no change |
P
S
|
1,927 | $2,545,706 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 206 holdings