Investment adviser · CRD 152056
GOLD INVESTMENT MANAGEMENT LTD.
Investment adviser filing (IA)
EDMONTON, Canada · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $526M Form ADV · Item 5.F
- Client accounts
- 2,890 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 899 | $216,329,666 | 41.1% |
| Retirement plans | Fewer than 5 | $109,817,352 | 20.9% |
| High-net-worth individuals | 35 | $108,364,706 | 20.6% |
| Charities | Fewer than 5 | $71,151,749 | 13.5% |
| Corporations & businesses | 31 | $20,097,588 | 3.8% |
Filing source
Form ADV 2065403 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
10226 - 104 STREET NW, SUITE 502 FOX TOWER ONEEDMONTON, AB T5J 1B8, Canada
CRD 152056
Filing source
Form ADV 2065403 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.