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| Happy Holidays!! thanks for using AUM13F!! |
| Gold Investment Management Ltd
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| CRD # | 152056 |
| SEC # | 801-72738 |
| CIK # | 0000027093, 0001319643, 0002006008 |
| AUM | $409.5 M (2025-03-18) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 780-436-9955 |
| Address | 10226 104 Street NW Edmonton, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.2 | ||
| Toronto Dominion Bank | 8.5 | ||
| Bank of Nova Scotia | 7.9 | ||
| Canadian Pacific Railway Ltd/Cn | 6.7 | ||
| Manulife Financial Corp | 6.2 | ||
| Brookfield Asset Management Inc | 6.1 | ||
| Royal Bank of Canada | 6.1 | ||
| Tesla Motors Inc | 5.7 | ||
| Applied Materials Inc /DE | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 106.9 |
| (b) Individuals (high net worth individuals) | 34 | 133.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 97.9 |
| (h) Charitable organizations | 0 | 56.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 14.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,614 | 409.5 |
| By Discretionary | ||
| Discretionary | 2,614 | 409.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,614 | 409.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 409.3 | |
| United States Persons | 0.2 | |
| Total | 2,614 | 409.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000027093] | |
| 10-Q | [0000027093] | |
| 3 | [0000027093] | |
| 4 | [0000027093] | |
| 8-K | [0000027093] | |
| D | [0000027093] | |
| SC 13D | [0000027093] | |
| SC 13G | [0000027093] | |
| 10-K | [0001319643] | |
| 10-Q | [0001319643] | |
| 3 | [0001319643] | |
| 4 | [0001319643] | |
| 8-K | [0001319643] | |
| SC 13D | [0001319643] | |
| 13F-HR | [0002006008] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Moseley Investment Management Inc
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|
FL | 0.4 |
|
CRUX Wealth Advisors
✚
|
CA | 0.4 |
|
Markowski Brothers Holding Corporation
✚
|
0.4 | |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.4 |
|
Cross Staff Investments Inc
✚
|
NY | 0.4 |
|
AG Asset Advisory LLC
✚
|
CA | 0.4 |
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
|
Brown Wealth Management LLC
✚
|
IL | 0.4 |
|
Parkwoods Wealth Partners LLC
✚
|
MO | 0.4 |
|
Carolina Qualified Retirement Plan Advisers LLC
✚
|
0.4 |