Gold Investment Management Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Gold Investment Management Ltd. reported 215 stock positions worth $247.5 million. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Canadian Pacific Kansas City (CP, 3.4%) and Toronto-Dominion Bank (TD, 2.9%). Compared with Q4 2023, it opened 11 new positions, sold out of 3, added to 75 and reduced 50. The biggest buy was Canadian Pacific Kansas City (CP, shares +0%) and the biggest sale Toronto-Dominion Bank (TD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- EDMONTON, A0
- CIK
- 0002006008
- Portfolio Value
- $247.5M (Q1 2024)
- SEC Filing
- 0002006008-24-000002 ↗ filed May 3, 2024
Holdings Value
Holdings 215 stocks · $247.5M
| MSFT Microsoft Corp. | 4.44% | 26,141 | $11.0M | Reduce -7.4% |
| CP Canadian Pacific Kansas City | 3.36% | 94,338 | $8.3M | Add +0.3% |
| TD Toronto-Dominion Bank | 2.90% | 118,853 | $7.2M | Reduce -2.7% |
| CNI Canadian Natl Railway Co. | 2.71% | 50,882 | $6.7M | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 2.57% | 46,697 | $6.4M | Reduce -8.1% |
| AMAT Applied Materials Inc. | 2.45% | 29,432 | $6.1M | Reduce -1.5% |
| UNP Union Pacific Corp. | 2.34% | 23,594 | $5.8M | Reduce -3.0% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 2.33% | 111,564 | $5.8M | Add +0.3% |
| MFC Manulife Financial Corp. | 2.27% | 225,248 | $5.6M | Add +0.0% |
| BIP Brookfield Infrastructure Pa | 2.19% | 173,223 | $5.4M | Add +2.4% |
| SU Suncor Energy Inc. | 2.13% | 142,851 | $5.3M | Reduce -0.1% |
| RY Royal Bank of Canada | 2.08% | 51,114 | $5.2M | Add +3.0% |
| LMT Lockheed Martin Corp. | 1.92% | 10,432 | $4.7M | Reduce -6.0% |
| GRP.U Granite Real Estate Investme | 1.89% | 82,049 | $4.7M | Add +2.9% |
| BN Brookfield Corp. | 1.85% | 109,533 | $4.6M | Reduce -1.8% |
| CSX CSX Corp. | 1.77% | 118,329 | $4.4M | Reduce -0.3% |
| CNQ Canadian Natural Resources | 1.72% | 55,748 | $4.3M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 1.56% | 19,297 | $3.9M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 6,845 | $3.6M | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.44% | 93,831 | $3.6M | Add +0.1% |
| LLY Eli Lilly & Co. | 1.42% | 4,525 | $3.5M | Reduce -9.9% |
| XLK SS Technology Select Sector | 1.40% | 16,664 | $3.5M | Add +0.6% |
| BCE Bce Inc. | 1.40% | 101,715 | $3.5M | Add +2.5% |
| O Realty Income Corp. | 1.38% | 63,292 | $3.4M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 1.36% | 66,891 | $3.4M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 1.31% | 62,926 | $3.2M | Reduce -5.8% |
| FTS Fortis Inc. | 1.30% | 81,179 | $3.2M | Add +0.5% |
| WMT Walmart Inc. | 1.21% | 49,573 | $3.0M | Add +0.2% |
| TM Toyota Motor Corp. -Spon ADR | 1.18% | 11,648 | $2.9M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.16% | 18,161 | $2.9M | Reduce -4.0% |
| NSC Norfolk Southern Corp. | 1.15% | 11,164 | $2.8M | Reduce -0.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO | 1.11% | 53,956 | $2.7M | Add +1.8% |
| MA Mastercard Inc. Class A | 1.10% | 5,665 | $2.7M | Add +0.4% |
| SOXX iShares Semiconductor ETF | 1.08% | 11,776 | $2.7M | Add +0.7% |
| ENB Enbridge Inc. | 1.07% | 73,222 | $2.6M | Add +1.4% |
| MDT Medtronic PLC | 1.07% | 30,345 | $2.6M | Add +5.5% |
| XLF SS Financial Select Sector | 1.04% | 61,349 | $2.6M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 1.04% | 42,600 | $2.6M | Reduce -0.9% |
| DLR Digital Realty Trust Inc. | 1.04% | 17,790 | $2.6M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.00% | 13,679 | $2.5M | Add +2.3% |
| SLF Sun Life Financial Inc. | 0.94% | 42,551 | $2.3M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.91% | 16,992 | $2.2M | Add +0.7% |
| ABBV Abbvie Inc. | 0.90% | 12,173 | $2.2M | Reduce -6.0% |
| BAM Brookfield Asset Mgmt-A | 0.88% | 51,907 | $2.2M | Reduce -1.7% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.87% | 22,145 | $2.2M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.87% | 43,012 | $2.1M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.76% | 45,250 | $1.9M | Reduce -0.4% |
| IMO Imperial Oil Ltd. | 0.76% | 27,365 | $1.9M | Add +3.1% |
| MKL Markel Group Inc. | 0.75% | 1,223 | $1.9M | Reduce -0.3% |
| NDAQ Nasdaq Inc. | 0.74% | 29,194 | $1.8M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 4,121 | $1.8M | Reduce -0.7% |
| BLK BlackRock Finance Inc. | 0.74% | 2,191 | $1.8M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 4,322 | $1.8M | Reduce -0.9% |
| BEP Brookfield Renewable Partner | 0.73% | 78,026 | $1.8M | Add +3.0% |
| ABT Abbott Laboratories | 0.72% | 15,754 | $1.8M | Reduce -8.7% |
| GS Goldman Sachs Group Inc. | 0.71% | 4,192 | $1.8M | Add +0.1% |
| ORCL Oracle Corp. | 0.69% | 13,578 | $1.7M | No change |
| GD General Dynamics Corp. | 0.67% | 5,825 | $1.6M | Add +2.0% |
| V Visa Inc. Class A | 0.63% | 5,570 | $1.6M | Reduce -0.0% |
| MAA Mid-America Apartment Comm | 0.61% | 11,439 | $1.5M | Add +13.1% |
| PFE Pfizer Inc. | 0.60% | 53,596 | $1.5M | Add +16.3% |
| TU Telus Corp. | 0.60% | 92,634 | $1.5M | Add +0.2% |
| C Citigroup Inc. | 0.57% | 22,490 | $1.4M | Add +3.1% |
| NOC Northrop Grumman Corp. | 0.54% | 2,771 | $1.3M | Reduce -0.2% |
| TFII Tfi International Inc. | 0.49% | 7,559 | $1.2M | No change |
| FEZ State Street SPDR Euro Stoxx | 0.45% | 21,073 | $1.1M | No change |
| TSLA Tesla Inc. | 0.44% | 6,236 | $1.1M | Add +0.4% |
| OMC Omnicom Group | 0.43% | 10,952 | $1.1M | Add +0.0% |
| AVGO Broadcom Inc. | 0.42% | 791 | $1.0M | Add +0.5% |
| TAK Takeda Pharmaceutic-SP ADR | 0.39% | 70,323 | $977K | Add +0.9% |
| AAPL Apple Inc. | 0.39% | 5,649 | $968K | Add +0.9% |
| IVZ Invesco Ltd. | 0.37% | 55,245 | $917K | Add +4.7% |
| VTR Ventas Inc. | 0.37% | 20,843 | $908K | Reduce -1.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 913 | $886K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 11,798 | $876K | Add +79.7% |
| RCI Rogers Communications Inc. Class B | 0.35% | 21,085 | $864K | Add +1.3% |
| GOOG Alphabet Inc. Class C | 0.32% | 5,264 | $801K | Add +5.8% |
| PSA Public Storage | 0.32% | 2,710 | $786K | Reduce -2.6% |
| HON Honeywell International Inc. | 0.31% | 3,792 | $778K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 13,841 | $751K | Add +1.9% |
| XLI SS Industrial Select Sector | 0.30% | 5,953 | $750K | Add +2.7% |
| BEN Franklin Templeton Inc. | 0.29% | 25,388 | $714K | Reduce -0.6% |
| WELL Welltower Inc. | 0.28% | 7,546 | $705K | Reduce -0.1% |
| BBU Brookfield Business PT-Unit | 0.27% | 30,127 | $667K | Add +0.7% |
| LRCX Lam Research Corp. | 0.25% | 636 | $618K | Add +0.6% |
| WCN Waste Connections Inc. | 0.25% | 3,530 | $607K | No change |
| BA The Boeing Co. | 0.24% | 3,077 | $594K | No change |
| AMGN Amgen Inc. | 0.23% | 1,990 | $566K | No change |
| LXP LXP Industrial Trust | 0.21% | 56,938 | $514K | Add +0.1% |
| NNN NNN REIT Inc. | 0.19% | 11,218 | $479K | No change |
| PG The Procter & Gamble Co. | 0.18% | 2,747 | $446K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.17% | 848 | $412K | Reduce -5.8% |
| STAG Stag Industrial Inc. | 0.16% | 10,508 | $404K | Reduce -0.2% |
| KLAC KLA Corp. | 0.16% | 554 | $387K | Add +1.5% |
| CVE Cenovus Energy Inc. | 0.15% | 18,881 | $378K | Add +4.6% |
| TRP TC Energy Corp. | 0.15% | 9,230 | $371K | Add +4.6% |
| AMD Advanced Micro Devices | 0.15% | 2,026 | $366K | Reduce -0.2% |
| PBA Pembina Pipeline Corp. | 0.14% | 10,118 | $357K | Reduce -0.1% |
| AEM Agnico Eagle Mines Ltd. | 0.13% | 5,533 | $330K | Add +1.8% |
| STN Stantec Inc. | 0.13% | 3,951 | $328K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| TD Toronto-Dominion Bank | Reduce -2.7% | 2.90% | −0.48 |
| LMT Lockheed Martin Corp. | Reduce -6.0% | 1.92% | −0.23 |
| UNP Union Pacific Corp. | Reduce -3.0% | 2.34% | −0.21 |
| IEMG iShares Core MSCI Emerging | Reduce -5.8% | 1.31% | −0.14 |
| JNJ Johnson & Johnson | Reduce -4.0% | 1.16% | −0.11 |
| XLRE SS Real Estate Select Sector | Reduce -97.7% | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -7.4% | 4.44% | −0.10 |
| ABT Abbott Laboratories | Reduce -8.7% | 0.72% | −0.09 |
| VTR Ventas Inc. | Reduce -1.8% | 0.37% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -81.3% | 0.02% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.87% | −0.07 |
| BN Brookfield Corp. | Reduce -1.8% | 1.85% | −0.06 |
| PSA Public Storage | Reduce -2.6% | 0.32% | −0.05 |
| CNI Canadian Natl Railway Co. | Reduce -0.5% | 2.71% | −0.04 |
| BEN Franklin Templeton Inc. | Reduce -0.6% | 0.29% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.4% | 0.76% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.1% | 1.36% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -0.9% | 1.04% | −0.03 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.7% | 0.88% | −0.03 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.31% | −0.03 |
| BLK BlackRock Finance Inc. | Reduce -0.2% | 0.74% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -0.2% | 0.54% | −0.02 |
| STAG Stag Industrial Inc. | Reduce -0.2% | 0.16% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.5% | 0.13% | −0.01 |
| WELL Welltower Inc. | Reduce -0.1% | 0.28% | −0.01 |
| PBA Pembina Pipeline Corp. | Reduce -0.1% | 0.14% | −0.00 |
| TWLO Twilio Inc. Class A | Reduce -64.7% | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.00 |
| VIS Vanguard Industrials ETF | Reduce -71.4% | 0.00% | −0.00 |
| GLD SPDR Gold Shares | Reduce -6.3% | 0.01% | −0.00 |
| SLV iShares Silver Trust | Reduce -0.1% | 0.03% | −0.00 |
| CC The Chemours Co. | Sold out | 0.00% | −0.00 |
| SNDL SNDL Inc. | Sold out | 0.00% | −0.00 |
| DLR Digital Realty Trust Inc. | Reduce -1.0% | 1.04% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.07% | +0.00 |
| NDAQ Nasdaq Inc. | Reduce -1.6% | 0.74% | +0.01 |
| MKL Markel Group Inc. | Reduce -0.3% | 0.75% | +0.01 |
| V Visa Inc. Class A | Reduce -0.0% | 0.63% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 0.74% | +0.01 |
| CSX CSX Corp. | Reduce -0.3% | 1.77% | +0.01 |
| NSC Norfolk Southern Corp. | Reduce -0.1% | 1.15% | +0.02 |
| AMD Advanced Micro Devices | Reduce -0.2% | 0.15% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -5.8% | 0.17% | +0.03 |
| ABBV Abbvie Inc. | Reduce -6.0% | 0.90% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.45% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.73% | +0.07 |
| CNQ Canadian Natural Resources | Reduce -2.6% | 1.72% | +0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 1.56% | +0.15 |
| LLY Eli Lilly & Co. | Reduce -9.9% | 1.42% | +0.17 |
| SU Suncor Energy Inc. | Reduce -0.1% | 2.13% | +0.17 |
Portfolio Buys Q4 2023 → Q1 2024
| CP Canadian Pacific Kansas City | Add +0.3% | 3.36% | +0.18 |
| IEFA iShares Core MSCI Eafe ETF | Add +79.7% | 0.35% | +0.16 |
| MFC Manulife Financial Corp. | Add +0.0% | 2.27% | +0.14 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.00% | +0.13 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.91% | +0.12 |
| IMO Imperial Oil Ltd. | Add +3.1% | 0.76% | +0.12 |
| SOXX iShares Semiconductor ETF | Add +0.7% | 1.08% | +0.11 |
| C Citigroup Inc. | Add +3.1% | 0.57% | +0.09 |
| WMT Walmart Inc. | Add +0.2% | 1.21% | +0.09 |
| BAC Bank of America Corp. | Add +0.1% | 1.44% | +0.09 |
| MA Mastercard Inc. Class A | Add +0.4% | 1.10% | +0.07 |
| XLF SS Financial Select Sector | Add +0.3% | 1.04% | +0.06 |
| ILF iShares Latin America 40 ETF | Add +108.3% | 0.11% | +0.05 |
| MDT Medtronic PLC | Add +5.5% | 1.07% | +0.05 |
| AVGO Broadcom Inc. | Add +0.5% | 0.42% | +0.05 |
| NVDA Nvidia Corp. | Add +3.4% | 0.09% | +0.04 |
| XLK SS Technology Select Sector | Add +0.6% | 1.40% | +0.04 |
| LRCX Lam Research Corp. | Add +0.6% | 0.25% | +0.04 |
| PFE Pfizer Inc. | Add +16.3% | 0.60% | +0.03 |
| GD General Dynamics Corp. | Add +2.0% | 0.67% | +0.03 |
| MAA Mid-America Apartment Comm | Add +13.1% | 0.61% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +5.8% | 0.32% | +0.02 |
| CVE Cenovus Energy Inc. | Add +4.6% | 0.15% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.02% | +0.02 |
| OMC Omnicom Group | Add +0.0% | 0.43% | +0.02 |
| KLAC KLA Corp. | Add +1.5% | 0.16% | +0.02 |
| XLI SS Industrial Select Sector | Add +2.7% | 0.30% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.71% | +0.02 |
| BNS Bank of Nova Scotia | Add +0.3% | 2.33% | +0.01 |
| RTX RTX Corp. | Add +3.5% | 0.12% | +0.01 |
| CM Can Imperial BK of Commerce | Add +1.8% | 1.11% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.18% | +0.01 |
| LIN Linde PLC | Add +1.0% | 0.09% | +0.01 |
| AEM Agnico Eagle Mines Ltd. | Add +1.8% | 0.13% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.3% | 0.10% | +0.01 |
| BBU Brookfield Business PT-Unit | Add +0.7% | 0.27% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +1.9% | 0.30% | +0.01 |
| TRI Thomson Reuters Corp. | Add +20.9% | 0.02% | +0.00 |
| HD Home Depot Inc. | Add +3.0% | 0.04% | +0.00 |
| TRP TC Energy Corp. | Add +4.6% | 0.15% | +0.00 |
| ETN Eaton Corp. PLC | Add +18.0% | 0.01% | +0.00 |
| SGOV iShares 0-3 Month Treasury B | New | 0.00% | +0.00 |
| QSR Restaurant Brands Intern | New | 0.00% | +0.00 |
| TECK Teck Resources Ltd.-CLS B | Add +0.1% | 0.05% | +0.00 |
| AXP American Express Co. | Add +32.0% | 0.00% | +0.00 |
| SHLD Global X Defense Tech ETF | New | 0.00% | +0.00 |
| MCK McKesson Corp. | New | 0.00% | +0.00 |
| TJX TJX Companies Inc. | Add +20.2% | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +166.7% | 0.00% | +0.00 |
| PGR Progressive Corp. | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| MO Altria Group Inc. | COM | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 202 | $368.8M | AMAT, TSM, TD, BNS, RY |
| Q1 2026 | 201 | $322.9M | TSM, TD, AMAT, SU, BNS |
| Q4 2025 | 204 | $313.3M | TSM, TSLA, TD, BNS, MSFT |
| Q3 2025 | 203 | $297.6M | TSM, TSLA, MSFT, BNS, TD |
| Q2 2025 | 203 | $265.6M | MSFT, TSM, TD, BNS, CP |
| Q1 2025 | 216 | $236.7M | MSFT, TD, BNS, TSM, MFC |
| Q4 2024 | 215 | $237.1M | MSFT, TSM, BNS, TD, CP |
| Q3 2024 | 208 | $238.9M | MSFT, TSM, BNS, TD, CP |
| Q2 2024 | 215 | $236.5M | MSFT, TSM, CP, AMAT, TD |
| Q1 2024 | 215 | $247.5M | MSFT, CP, TD, CNI, TSM |