Institutions / Gould Asset Management LLC /Ca

Gould Asset Management LLC /Ca

CIK 1091961 · Institution · as of Mar 31, 2026
Portfolio value
$575.72M
Positions
171
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$575.72M+2.0%
$575.72M$569.99M$564.26MQ4 '25Q1 '26

Positions

171+1.8%
171170168Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 171 →
CompanyClassValueShares% of portfolio
S&P 500 Depository Receipt—$145.25M223,33825.2%
iShares MSCI UAE ETF—$48.58M469,7228.4%
Vanguard Short Term Treasury—$35.61M608,2486.2%
iShares MSCI UAE ETF—$22.74M262,2803.9%
Vanguard Short-Term Corporate—$20.38M257,1573.5%
Invesco Taxable Municipal Bon—$18.01M668,1133.1%
SPDR Barclays Intl Treasury B—$15.88M723,3882.8%
Vanguard REIT Index ETF—$15.55M175,3632.7%
iShares S&P 500 Index ETF—$14.19M21,7222.5%
Pimcototal Return ETF—$11.63M125,9872.0%
Vanguard Ftse Developed Marke—$11.55M180,1902.0%
Apple Inc.—$10.28M40,5191.8%
Vanguard Total International—$9.93M206,5951.7%
WisdomTree Emmkts Ex-Stt-Ownd—$9.84M245,4441.7%
SPDR S&P 500 Fossil Fuel Rese—$9.67M182,4361.7%
SPDR Gold Minishares Trust—$8.38M90,3901.5%
Vanguard Extended Market Inde—$7.31M35,5311.3%
Dimensional World Ex US Core—$6.70M197,2771.2%
iShares MSCI Eafe Index ETF—$5.55M57,1251.0%
iShares Barclays Short Treasu—$4.86M44,0410.8%
Vanguard St Tips Bond Fd—$4.55M91,1840.8%
Vanguard Esg US Stock ETF—$4.37M38,9140.8%
Vanguard Mortgage Backed Sec—$3.89M82,8180.7%
iShares Gold Trust—$3.36M38,1590.6%
iShares Esg Aware MSCI Eafe E—$3.13M32,7740.5%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
New92203J407
Common stock
$9.93M+207K
206,595
1.72% of portfolio
medium
Q1 2026
as of
Trim98149E303
Common stock
$-7.41M-80K
-46.93%
90,390
1.46% of portfolio
medium
Q1 2026
as of
AddiShares MSCI UAE ETF
Common stock
$6.46M+62K
+15.34%
469,722
8.44% of portfolio
medium
Q1 2026
as of
Add78464A516
Common stock
$993.8K+45K
+6.68%
723,388
2.76% of portfolio
low
Q1 2026
as of
Add78462F103
Common stock
$930.6K+1K
+0.64%
223,338
25.23% of portfolio
low
Q1 2026
as of
Add92206C102
Common stock
$889.1K+15K
+2.56%
608,248
6.18% of portfolio
low
Q1 2026
as of
Add92206C409
Common stock
$857.7K+11K
+4.39%
257,157
3.54% of portfolio
low
Q1 2026
as of
Add92206C771
Common stock
$758.9K+16K
+24.25%
82,818
0.68% of portfolio
low
Q1 2026
as of
AddiShares MSCI UAE ETF
Common stock
$744.1K+9K
+3.38%
262,280
3.95% of portfolio
low
Q1 2026
as of
Add464287465
Common stock
$679.9K+7K
+13.97%
57,125
0.96% of portfolio
low