Gold Investment Management Ltd.

Q4 2025 13F-HR Holdings

Location
Edmonton, A0
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$313,274
Net value change ($000)
+15,648 (5.3%)
New positions
5
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TD 1,812 19.4%
AMAT 1,542 24.1%
CCK 1,248 NEW
RY 1,146 16.6%
MFC 1,127 18.2%
TSM 829 7.2%
IEFA 795 22.1%
BNS 689 7.3%
CM 664 14.5%
LRCX 550 27.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,055 -48.2%
MSFT -640 -6.3%
XLF -509 -36.5%
B -337 -71.2%
O -329 -9.6%
TU -305 -16.9%
DLR -252 -9.7%
BLK -189 -6.7%
BAM -125 -4.5%
IMO -114 -4.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type