Gold Investment Management Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Gold Investment Management Ltd. reported 208 stock positions worth $238.9 million. Its top holding was Microsoft (MSFT) at 4.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 3.0%) and Bank of Nova Scotia (BNS, 2.9%). Compared with Q2 2024, it sold out of 7, added to 48 and reduced 64. The biggest buy was Bank of Nova Scotia (BNS, shares +17%) and the biggest sale an exit from Vanguard Total Intl Stock (VXUS).
- Most Recent 13F
- Q2 2026
- Location
- EDMONTON, A0
- CIK
- 0002006008
- Portfolio Value
- $238.9M (Q3 2024)
- SEC Filing
- 0002006008-24-000005 ↗ filed Oct 31, 2024
Holdings Value
Holdings 208 stocks · $238.9M
| MSFT Microsoft Corp. | 4.12% | 22,921 | $9.8M | Reduce -9.2% |
| TSM Taiwan Semiconductor-SP ADR | 3.01% | 40,924 | $7.2M | Reduce -9.5% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 2.95% | 129,335 | $7.0M | Add +16.6% |
| TD Toronto-Dominion Bank | 2.81% | 106,203 | $6.7M | Reduce -7.7% |
| CP Canadian Pacific Kansas City | 2.81% | 78,526 | $6.7M | Reduce -8.3% |
| CNI Canadian Natl Railway Co. | 2.32% | 47,414 | $5.5M | Reduce -4.9% |
| AMAT Applied Materials Inc. | 2.28% | 26,842 | $5.5M | Reduce -5.1% |
| RY Royal Bank of Canada | 2.27% | 43,534 | $5.4M | Reduce -12.1% |
| MFC Manulife Financial Corp. | 2.24% | 181,177 | $5.4M | Reduce -9.0% |
| SU Suncor Energy Inc. | 2.20% | 142,396 | $5.3M | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 2.08% | 8,507 | $5.0M | Reduce -14.1% |
| BIP Brookfield Infrastructure Pa | 2.07% | 140,514 | $4.9M | Reduce -3.0% |
| UNP Union Pacific Corp. | 2.06% | 20,023 | $4.9M | Reduce -11.7% |
| BN Brookfield Corp. | 2.02% | 90,905 | $4.8M | Reduce -12.9% |
| GRP.U Granite Real Estate Investme | 1.98% | 78,568 | $4.7M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.69% | 19,186 | $4.0M | Reduce -0.2% |
| CSX CSX Corp. | 1.69% | 116,727 | $4.0M | Add +0.3% |
| O Realty Income Corp. | 1.60% | 60,399 | $3.8M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 6,501 | $3.7M | Reduce -4.5% |
| BCE Bce Inc. | 1.53% | 105,149 | $3.7M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.50% | 90,628 | $3.6M | Reduce -3.3% |
| VEA Vanguard Ftse Developed ETF | 1.48% | 66,817 | $3.5M | No change |
| XLK SS Technology Select Sector | 1.45% | 15,339 | $3.5M | Reduce -4.9% |
| WMT Walmart Inc. | 1.44% | 42,765 | $3.4M | Reduce -10.7% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 1.39% | 54,225 | $3.3M | Add +0.7% |
| FTS Fortis Inc. | 1.32% | 69,387 | $3.2M | Reduce -0.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.25% | 48,687 | $3.0M | Add +0.7% |
| CNQ Canadian Natural Resources | 1.22% | 88,069 | $2.9M | Reduce -16.8% |
| JNJ Johnson & Johnson | 1.17% | 17,221 | $2.8M | Reduce -4.5% |
| SOXX iShares Semiconductor ETF | 1.15% | 11,862 | $2.7M | Add +0.6% |
| MDT Medtronic PLC | 1.15% | 30,559 | $2.7M | Reduce -0.1% |
| ENB Enbridge Inc. | 1.15% | 67,524 | $2.7M | Reduce -5.9% |
| XLF SS Financial Select Sector | 1.12% | 59,349 | $2.7M | Reduce -3.3% |
| DLR Digital Realty Trust Inc. | 1.08% | 15,951 | $2.6M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 1.07% | 2,887 | $2.6M | Reduce -30.4% |
| MA Mastercard Inc. Class A | 1.07% | 5,172 | $2.6M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 1.05% | 13,440 | $2.5M | Add +0.1% |
| BEP Brookfield Renewable Partner | 0.96% | 81,141 | $2.3M | Add +1.9% |
| SLF Sun Life Financial Inc. | 0.94% | 38,755 | $2.2M | Reduce -7.0% |
| NSC Norfolk Southern Corp. | 0.93% | 9,018 | $2.2M | Reduce -14.9% |
| CSCO Cisco Systems Inc. | 0.93% | 41,732 | $2.2M | Reduce -1.6% |
| NDAQ Nasdaq Inc. | 0.91% | 29,628 | $2.2M | Reduce -0.0% |
| ORCL Oracle Corp. | 0.90% | 12,625 | $2.1M | Reduce -4.8% |
| VWO Vanguard Ftse Emerging Marke | 0.90% | 44,551 | $2.1M | Reduce -1.4% |
| BLK BlackRock Finance Inc. | 0.86% | 2,170 | $2.1M | Reduce -1.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.85% | 11,332 | $2.0M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.84% | 4,127 | $2.0M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.83% | 4,003 | $2.0M | Add +1.2% |
| BAM Brookfield Asset Mgmt-A | 0.82% | 41,670 | $2.0M | Reduce -15.5% |
| IMO Imperial Oil Ltd. | 0.82% | 27,718 | $1.9M | Add +2.0% |
| MKL Markel Group Inc. | 0.80% | 1,219 | $1.9M | Add +0.6% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.79% | 20,905 | $1.9M | Add +1.3% |
| TSLA Tesla Inc. | 0.75% | 6,824 | $1.8M | Add +9.4% |
| MAA Mid-America Apartment Comm | 0.74% | 11,176 | $1.8M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 3,861 | $1.8M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.71% | 14,889 | $1.7M | Reduce -8.9% |
| GD General Dynamics Corp. | 0.66% | 5,253 | $1.6M | Reduce -6.6% |
| ABBV Abbvie Inc. | 0.65% | 7,972 | $1.6M | Reduce -27.9% |
| TU Telus Corp. | 0.64% | 91,139 | $1.5M | Reduce -2.3% |
| C Citigroup Inc. | 0.62% | 23,941 | $1.5M | Add +4.7% |
| PFE Pfizer Inc. | 0.61% | 50,048 | $1.5M | Reduce -6.8% |
| AAPL Apple Inc. | 0.55% | 5,656 | $1.3M | Add +0.1% |
| V Visa Inc. Class A | 0.54% | 4,704 | $1.3M | Reduce -11.6% |
| VTR Ventas Inc. | 0.52% | 19,542 | $1.3M | Reduce -3.0% |
| OMC Omnicom Group | 0.49% | 11,223 | $1.2M | Add +1.1% |
| ABT Abbott Laboratories | 0.48% | 10,147 | $1.1M | Reduce -28.9% |
| FEZ State Street SPDR Euro Stoxx | 0.47% | 21,073 | $1.1M | No change |
| TAK Takeda Pharmaceutic-SP ADR | 0.44% | 73,204 | $1.0M | Add +2.0% |
| AVGO Broadcom Inc. | 0.43% | 5,910 | $1.0M | Reduce -19.1% |
| NOC Northrop Grumman Corp. | 0.40% | 1,819 | $959K | Reduce -27.3% |
| IVZ Invesco Ltd. | 0.39% | 53,581 | $941K | Add +3.2% |
| PSA Public Storage | 0.39% | 2,589 | $937K | Reduce -2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 11,798 | $921K | No change |
| GOOG Alphabet Inc. Class C | 0.37% | 5,264 | $874K | No change |
| TFII Tfi International Inc. | 0.36% | 6,302 | $863K | Reduce -8.6% |
| XLI SS Industrial Select Sector | 0.35% | 6,248 | $843K | Add +1.2% |
| HON Honeywell International Inc. | 0.35% | 4,026 | $834K | Add +17.4% |
| RCI Rogers Communications Inc. Class B | 0.32% | 19,232 | $774K | Reduce -7.3% |
| BBU Brookfield Business PT-Unit | 0.31% | 31,501 | $739K | Add +7.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 846 | $710K | No change |
| BMY Bristol-Myers Squibb Co. | 0.27% | 12,772 | $654K | Add +0.2% |
| WCN Waste Connections Inc. | 0.25% | 3,294 | $589K | No change |
| LRCX Lam Research Corp. | 0.24% | 706 | $581K | Add +19.3% |
| WELL Welltower Inc. | 0.24% | 4,537 | $577K | Reduce -2.0% |
| BEN Franklin Templeton Inc. | 0.23% | 27,148 | $548K | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 0.23% | 9,389 | $539K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.20% | 835 | $475K | Reduce -0.9% |
| PBA Pembina Pipeline Corp. | 0.19% | 11,001 | $453K | Add +4.2% |
| KLAC KLA Corp. | 0.19% | 580 | $452K | Add +12.4% |
| AEM Agnico Eagle Mines Ltd. | 0.19% | 5,584 | $450K | Add +0.3% |
| TRP TC Energy Corp. | 0.18% | 9,109 | $433K | Add +1.1% |
| RTX RTX Corp. | 0.16% | 3,074 | $372K | No change |
| NNN NNN REIT Inc. | 0.16% | 7,692 | $371K | No change |
| ILF iShares Latin America 40 ETF | 0.14% | 13,048 | $340K | Add +22.8% |
| VNQ Vanguard Real Estate ETF | 0.14% | 3,464 | $337K | Reduce -6.6% |
| FNV Franco-Nevada Corp. | 0.14% | 2,672 | $332K | Add +0.3% |
| CVE Cenovus Energy Inc. | 0.13% | 19,164 | $321K | Add +0.6% |
| AMD Advanced Micro Devices | 0.13% | 1,909 | $313K | No change |
| AMGN Amgen Inc. | 0.13% | 945 | $305K | Reduce -44.5% |
| NVDA Nvidia Corp. | 0.13% | 2,470 | $300K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −1.07 |
| MSFT Microsoft Corp. | Reduce -9.2% | 4.12% | −0.66 |
| AMAT Applied Materials Inc. | Reduce -5.1% | 2.28% | −0.54 |
| LLY Eli Lilly & Co. | Reduce -30.4% | 1.07% | −0.52 |
| CNQ Canadian Natural Resources | Reduce -16.8% | 1.22% | −0.37 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.5% | 3.01% | −0.32 |
| BA The Boeing Co. | Reduce -95.8% | 0.01% | −0.23 |
| LXP LXP Industrial Trust | Reduce -90.4% | 0.02% | −0.20 |
| CNI Canadian Natl Railway Co. | Reduce -4.9% | 2.32% | −0.17 |
| ABBV Abbvie Inc. | Reduce -27.9% | 0.65% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -8.9% | 0.71% | −0.15 |
| ABT Abbott Laboratories | Reduce -28.9% | 0.48% | −0.15 |
| SU Suncor Energy Inc. | Reduce -0.8% | 2.20% | −0.11 |
| UNP Union Pacific Corp. | Reduce -11.7% | 2.06% | −0.11 |
| AMGN Amgen Inc. | Reduce -44.5% | 0.13% | −0.10 |
| XLK SS Technology Select Sector | Reduce -4.9% | 1.45% | −0.10 |
| PG The Procter & Gamble Co. | Reduce -59.0% | 0.07% | −0.09 |
| BAC Bank of America Corp. | Reduce -3.3% | 1.50% | −0.08 |
| AVGO Broadcom Inc. | Reduce -19.1% | 0.43% | −0.07 |
| TFII Tfi International Inc. | Reduce -8.6% | 0.36% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -27.3% | 0.40% | −0.06 |
| V Visa Inc. Class A | Reduce -11.6% | 0.54% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -8.3% | 2.81% | −0.04 |
| NSC Norfolk Southern Corp. | Reduce -14.9% | 0.93% | −0.03 |
| PFE Pfizer Inc. | Reduce -6.8% | 0.61% | −0.03 |
| GD General Dynamics Corp. | Reduce -6.6% | 0.66% | −0.03 |
| KO The Coca-Cola Co. | Reduce -79.4% | 0.01% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -21.9% | 0.07% | −0.01 |
| SLV iShares Silver Trust | Reduce -31.0% | 0.03% | −0.01 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 1.56% | −0.00 |
| NTR Nutrien Ltd. | Reduce -3.4% | 0.03% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.00 |
| COHU Cohu Inc. | Sold out | 0.00% | −0.00 |
| RCI Rogers Communications Inc. Class B | Reduce -7.3% | 0.32% | −0.00 |
| PNC PNC Financial Services Group | Reduce -16.1% | 0.05% | −0.00 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.00 |
| TWLO Twilio Inc. Class A | Reduce -24.5% | 0.00% | −0.00 |
| AMC AMC Entertainment HLDS Class A | Sold out | 0.00% | 0.00 |
| ACB Aurora Cannabis Inc. | Sold out | 0.00% | 0.00 |
| MFC Manulife Financial Corp. | Reduce -9.0% | 2.24% | +0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -6.6% | 0.14% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 0.20% | +0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -15.5% | 0.82% | +0.03 |
| MA Mastercard Inc. Class A | Reduce -6.5% | 1.07% | +0.04 |
| WELL Welltower Inc. | Reduce -2.0% | 0.24% | +0.04 |
| RY Royal Bank of Canada | Reduce -12.1% | 2.27% | +0.04 |
| TU Telus Corp. | Reduce -2.3% | 0.64% | +0.04 |
| DLR Digital Realty Trust Inc. | Reduce -0.8% | 1.08% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 1.69% | +0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| BNS Bank of Nova Scotia | Add +16.6% | 2.95% | +0.80 |
| CM Can Imperial BK of Commerce | Add +0.7% | 1.39% | +0.31 |
| O Realty Income Corp. | Add +0.1% | 1.60% | +0.25 |
| TSLA Tesla Inc. | Add +9.4% | 0.75% | +0.23 |
| BCE Bce Inc. | Add +3.6% | 1.53% | +0.14 |
| BEP Brookfield Renewable Partner | Add +1.9% | 0.96% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +1.2% | 0.83% | +0.07 |
| BBU Brookfield Business PT-Unit | Add +7.4% | 0.31% | +0.07 |
| IVZ Invesco Ltd. | Add +3.2% | 0.39% | +0.07 |
| OMC Omnicom Group | Add +1.1% | 0.49% | +0.06 |
| BMO Bank of Montreal | Add +1.3% | 0.79% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +0.2% | 0.27% | +0.05 |
| TAK Takeda Pharmaceutic-SP ADR | Add +2.0% | 0.44% | +0.05 |
| AAPL Apple Inc. | Add +0.1% | 0.55% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.7% | 1.25% | +0.04 |
| CSX CSX Corp. | Add +0.3% | 1.69% | +0.04 |
| HON Honeywell International Inc. | Add +17.4% | 0.35% | +0.04 |
| MMM 3M Co. | Add +19.0% | 0.10% | +0.04 |
| TRP TC Energy Corp. | Add +1.1% | 0.18% | +0.04 |
| XLI SS Industrial Select Sector | Add +1.2% | 0.35% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | Add +0.3% | 0.19% | +0.03 |
| IMO Imperial Oil Ltd. | Add +2.0% | 0.82% | +0.03 |
| ILF iShares Latin America 40 ETF | Add +22.8% | 0.14% | +0.03 |
| PBA Pembina Pipeline Corp. | Add +4.2% | 0.19% | +0.02 |
| ALB Albemarle Corp. | Add +81.5% | 0.05% | +0.02 |
| B Barrick Gold Corp. | Add +0.4% | 0.12% | +0.02 |
| MCD McDonald's Corp. | Add +0.3% | 0.11% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +0.1% | 0.23% | +0.01 |
| C Citigroup Inc. | Add +4.7% | 0.62% | +0.01 |
| KLAC KLA Corp. | Add +12.4% | 0.19% | +0.01 |
| WPM Wheaton Precious Metals Corp. | Add +0.2% | 0.05% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.84% | +0.01 |
| FNV Franco-Nevada Corp. | Add +0.3% | 0.14% | +0.01 |
| TECK Teck Resources Ltd.-CLS B | Add +0.1% | 0.06% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.8% | 0.08% | +0.00 |
| PEP Pepsico Inc. | Add +0.5% | 0.03% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.9% | 0.01% | +0.00 |
| INTC Intel Corp. | Add +60.0% | 0.00% | 0.00 |
| F Ford Motor Co. | Add +1.3% | 0.00% | −0.00 |
| BP BP PLC-Spons ADR | Add +1.8% | 0.00% | −0.00 |
| MGA Magna International Inc. | Add +0.9% | 0.02% | −0.00 |
| MKL Markel Group Inc. | Add +0.6% | 0.80% | −0.01 |
| BEN Franklin Templeton Inc. | Add +4.3% | 0.23% | −0.02 |
| LRCX Lam Research Corp. | Add +19.3% | 0.24% | −0.02 |
| CVE Cenovus Energy Inc. | Add +0.6% | 0.13% | −0.02 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.05% | −0.04 |
| SOXX iShares Semiconductor ETF | Add +0.6% | 1.15% | −0.08 |
| TM Toyota Motor Corp. -Spon ADR | Add +1.1% | 0.85% | −0.12 |
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 |