Gold Investment Management Ltd.
SEC Form 13F institutional filer · CIK 0002006008
13F-HR · 116 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
40.7%
Gold Investment Management Ltd. — $158M AUM allocation strategy
Gold Investment Management Ltd. files SEC Form 13F and reports $158M of long US equity value across 116 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.6%, followed by Financials 14.1% and Industrials 12.9%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Gold Investment Management Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$158M
total across 116 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +6.44K sh · +$663K+$VOO +3.27K sh · +$253K+$IVZ +1.88K sh · −$87.4K
Biggest trims (shares)
−$TSLA −5.2K sh · −$3.98M−$NVDA −2.5K sh · −$502K−$KO −2 sh · +$4.67K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductor Materials & Equipment8.7%—
- Rail Transportation6.7%—
- Diversified Banks6.5%—
- Aerospace & Defense6.2%—
- Automobile Manufacturers4.9%—
- Systems Software4.7%—
- Consumer Staples Merchandise Retail3.2%—
- Asset Management & Custody Banks3.2%—
- Other holdings55.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMAT | Applied Materials Inc | 31K | $10.6M | +105 | 6.7% |
| $TSLA | Tesla Inc | 21K | $7.8M | -5.2K | 4.9% |
| $MSFT | Microsoft Corporation | 20.1K | $7.44M | +389 | 4.7% |
| $LMT | Lockheed Martin Corporation | 9.91K | $5.99M | +138 | 3.8% |
| $JPM | JP Morgan Chase & Co | 20K | $5.88M | +248 | 3.7% |
| $UNP | Union Pacific Corporation | 21.8K | $5.29M | +124 | 3.4% |
| $CSX | CSX Corporation | 126K | $5.17M | +1.41K | 3.3% |
| $WMT | Walmart Inc | 40.7K | $5.06M | +427 | 3.2% |
| $BLK | BlackRock Inc | 21.7K | $5.06M | +567 | 3.2% |
…and 107 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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