Gold Investment Management Ltd.

Q1 2026 13F-HR Holdings

Location
Edmonton, A0
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
201
Total value ($000)
$322,920
Net value change ($000)
+9,646 (3.1%)
New positions
2
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SU 3,341 50.8%
AMAT 2,659 33.4%
BBUC 1,495 NEW
CNQ 1,487 45.3%
TSM 1,406 11.4%
IMO 1,282 52.2%
LMT 1,264 26.7%
JNJ 796 19.6%
BEP 660 24.0%
CSX 656 14.5%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -3,975 -33.8%
MSFT -2,091 -21.9%
BBU -1,595 -100.0%
BN -745 -10.8%
BAC -546 -11.2%
ORCL -541 -24.5%
BNS -508 -5.0%
NVDA -502 -49.3%
JPM -481 -7.6%
NDAQ -409 -10.9%
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