|
⚲
|
| Gold Investment Management Ltd
✚
|
|
|---|---|
| CRD # | 152056 |
| SEC # | 801-72738 |
| CIK # | 0000027093, 0002006008, 0001319643 |
| 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) |
|---|
| 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] |
| 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 | |
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