Gold Investment Management Ltd

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Assets, Funds, Holdings

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Gold Investment Management Ltd
CRD #152056
SEC #801-72738
CIK #0002006008, 0000027093, 0001319643
AUM $409.5 M (2025-03-18)
Employees 7 (43% Investors, 0% Brokers)
Phone780-436-9955
Address10226 104 Street NW
Edmonton, Canada
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
50040030020010002011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 9.7
Taiwan Semiconductor Manufacturing Co Ltd 9.2
Toronto Dominion Bank 8.5
Bank of Nova Scotia 7.9
Canadian Pacific Railway Ltd/Cn 6.7
Manulife Financial Corp 6.2
Brookfield Asset Management Inc 6.1
Royal Bank of Canada 6.1
Tesla Motors Inc 5.7
Applied Materials Inc /DE 5.7
View All
Holdings by Sector ($M)
3002401801206002022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 799 106.9
(b) Individuals (high net worth individuals) 34 133.9
(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 97.9
(h) Charitable organizations 0 56.8
(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 26 14.1
(n) Other 0 0.0
Total 2,614 409.5
By Discretionary
Discretionary 2,614 409.5
Non-Discretionary 0 0.0
Total 2,614 409.5
By Non-United States Persons
Non-United States Persons 409.3
United States Persons 0.2
Total 2,614 409.5
EDGAR Form CIK 2011 - 2025
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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Walmesley Mark Fintrade Sherpa Inc [2025-03-06]
AKIN Thomas B US Gold Corp [2024-05-07]
AIMS Asset Management SDN BHD US Gold Corp [2021-01-04]
Alpha Capital Anstalt US Gold Corp [2020-03-30]
Groussman Mark Dataram Corp [2016-06-13]
Moylan David Alan Dataram Corp [2016-01-29]
Dataram Corp Dataram Corp [2016-01-29]
Honig Barry C Dataram Corp [2015-10-09]
Stetson John Dataram Corp [2015-09-25]
Isaac Capital Group LLC Dataram Corp [2014-11-20]
View All
Form 3/4/5 Subject 2011 - 2025
Norman Luke Anthony
US Gold Corp
Walmesley Mark
FinTrade Sherpa, Inc.
Francis Kevin A.
Alexander Eric
Bee George M
Fipke Johanna
Waldkirch Michael N
Schafer Robert W
View All
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Zimmermann Investment Management & Planning LLC
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Brown Wealth Management LLC
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Parkwoods Wealth Partners LLC
MO 0.4
Carolina Qualified Retirement Plan Advisers LLC
0.4
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