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| Gold Investment Management Ltd
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|---|---|
| CRD # | 152056 |
| SEC # | 801-72738 |
| CIK # | 0001319643, 0000027093, 0002006008 |
| AUM | 525.8 M (2026-03-13) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 780-436-9955 |
| Address | 10226 104 Street NW Edmonton, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 13.7 | ||
| Toronto Dominion Bank | 11.1 | ||
| Applied Materials Inc /DE | 10.6 | ||
| Suncor Energy Inc | 9.9 | ||
| Bank of Nova Scotia | 9.6 | ||
| Tesla Motors Inc | 7.8 | ||
| Royal Bank of Canada | 7.7 | ||
| Microsoft Corp | 7.4 | ||
| Manulife Financial Corp | 7.1 | ||
| Canadian Pacific Railway Ltd/Cn | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 899 | 216.3 |
| (b) Individuals (high net worth individuals) | 35 | 108.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 109.8 |
| (h) Charitable organizations | 0 | 71.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,890 | 525.8 |
| By Discretionary | ||
| Discretionary | 2,890 | 525.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,890 | 525.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 525.5 | |
| United States Persons | 0.3 | |
| Total | 2,890 | 525.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000027093] | |
| 10-Q | [0000027093] | |
| 3 | [0000027093] | |
| 4 | [0000027093] | |
| 8-K | [0000027093] | |
| D | [0000027093] | |
| SC 13D | [0000027093] | |
| SC 13G | [0000027093] | |
| 10-K | [0001319643] | |
| 10-Q | [0001319643] | |
| 3 | [0001319643] | |
| 4 | [0001319643] | |
| 8-K | [0001319643] | |
| SC 13D | [0001319643] | |
| 13F-HR | [0002006008] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | 549300XZ8YFM1SZY3V19 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Fipke Johanna | |
| US Gold Corp | |
| Francis Kevin A | |
| Norman Luke Anthony | |
| Schafer Robert W | |
| Waldkirch Michael N | |
| Bee George M | |
| Alexander Eric | |
| FinTrade Sherpa Inc | |
| Walmesley Mark | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 7,673 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 7,673 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 6,752 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 8,645 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 13,043 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 7,673 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2026-01-21 | Grant | 9,591 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 13,699 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 15,982 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 13,699 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 13,699 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 9,132 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 11,416 | $0.00 | |
|
US Gold Corp USAU
Stock Options · derivative
|
2026-01-21 | Grant | 15,982 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2025-08-09 | Sell | 49,917 | $12.02 | 600,002 |
|
US Gold Corp USAU
Common Stock
|
2025-08-09 | Option exercise | 100,000 | $6.00 | 600,000 |
|
US Gold Corp USAU
Warrant · derivative
|
2025-08-09 | Option exercise | 100,000 | $0.00 | |
|
FinTrade Sherpa Inc LSMG
Common Shares
|
2025-02-18 | Buy | 1,357,158 | $0.13 | 176,431 |
|
US Gold Corp USAU
Common Stock
|
2024-12-27 | Grant | 14,194 | $0.00 | |
|
US Gold Corp USAU
Common Stock
|
2024-12-27 | Grant | 6,272 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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