Gold Investment Management Ltd.

RIASEC RegisteredEst. 2011

Total AUM

$526M

Discretionary

$526M

100% of AUM

Avg account

$182K

Accounts

2,890

Employees

Advisory reps

Firm details

Headquarters: Edmonton,
CRD number: 152056
Registered since: October 21, 2011
Website: gold-im.com
Custodians: AVISO FINANCIAL INC., RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: Individuals41.15%
Pension & Profit Sharing Plans20.89%
HNWI20.61%
Charitable Organizations13.53%
Corporations / Businesses3.82%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Gold Investment Management Ltd. is an equity‑centric advisory firm that manages portfolios for both individual/family clients and institutional accounts. Registered with the SEC since 2011 and structured as a corporation with foreign and individual ownership, the firm charges fees as a percentage of assets under management and focuses its advisory work on portfolio management for individuals, small businesses and institutions. Its filings indicate a clear preference for exchange‑traded equities and active stock exposure rather than ESG‑driven mandates; it does not report itself as an active ESG investor. Portfolio construction centers on publicly traded equities and ETFs, with a mix of pooled mutual fund exposure where needed. The firm appears to run a concentrated-but-broad equity sleeve—201 public holdings on file—suggesting active security selection within an equity framework rather than a purely passive indexing approach.