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| Happy Holidays!! thanks for using AUM13F!! |
| Guild Investment Management Inc
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| CRD # | 108390 |
| SEC # | 801-56863 |
| CIK # | 0001567909, 0001317802 |
| AUM | $151.9 M (2025-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 310-826-8600 |
| Address | 31225 La Baya Drive Westlake Village, CA 91362 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 9.2 | ||
| Nvidia Corp | 7.8 | ||
| Grayscale Bitcoin Trust BTC | 5.7 | ||
| Denali Holding Inc | 5.3 | ||
| MERK Gold Trust | 4.5 | ||
| Merck & Co Inc | 3.2 | ||
| Microsoft Corp | 3.0 | ||
| Oracle Corp | 3.0 | ||
| Apple Inc | 3.0 | ||
| Alphabet Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Meteoric LP | [2012-03-29] | 4.0 | |
| HF | Rosebury LP | [2012-03-29] | 2.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.2 |
| (b) Individuals (high net worth individuals) | 53 | 138.8 |
| (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 | 5 | 3.3 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 151.9 |
| By Discretionary | ||
| Discretionary | 196 | 151.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 151.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 148.8 | |
| Total | 196 | 151.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317802] | |
| 13F-HR | [0001567909] |
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