Gold Investment Management Ltd.

Q3 2026 13F-HR Holdings

Location
Edmonton, A0
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$357,834
Net value change ($000)
-11,000 (-3.0%)
New positions
1
Sold out positions
5
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 2,987 39.7%
SU 2,003 26.3%
CNQ 744 19.2%
NDAQ 670 21.1%
BNS 562 4.7%
MDT 538 20.6%
LMT 519 10.3%
MFC 457 5.5%
PFE 346 24.9%
IEFA 334 5.6%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -6,675 -30.6%
TSLA -3,301 -34.6%
LRCX -1,519 -25.2%
KLAC -1,314 -36.9%
TSM -1,135 -5.9%
BN -772 -11.9%
SOXX -642 -15.2%
BEP -593 -16.0%
CSCO -506 -10.2%
HON -493 -100.0%
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