Institutions / Gould Asset Management LLC /Ca / Activity
Activity — Gould Asset Management LLC /Ca
103 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $6.46M | +62K +15.34% | 469,722 8.44% of portfolio | medium |
| Q1 2026 as of | Add | 78464A516 Common stock | $993.8K | +45K +6.68% | 723,388 2.76% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $930.6K | +1K +0.64% | 223,338 25.23% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $889.1K | +15K +2.56% | 608,248 6.18% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $857.7K | +11K +4.39% | 257,157 3.54% of portfolio | low |
| Q1 2026 as of | Add | 92206C771 Common stock | $758.9K | +16K +24.25% | 82,818 0.68% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $744.1K | +9K +3.38% | 262,280 3.95% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $679.9K | +7K +13.97% | 57,125 0.96% of portfolio | low |
| Q1 2026 as of | Add | 464288679 Common stock | $622.0K | +6K +14.67% | 44,041 0.84% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $473.7K | +3K +106.72% | 5,261 0.16% of portfolio | low |
| Q1 2026 as of | Add | 72201R775 Common stock | $459.1K | +5K +4.11% | 125,987 2.02% of portfolio | low |
| Q1 2026 as of | Add | 25434V625 Common stock | $406.3K | +6K +17.18% | 38,444 0.48% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $392.0K | +1K +14.52% | 8,352 0.54% of portfolio | low |
| Q1 2026 as of | Add | 46138G805 Common stock | $384.3K | +14K +2.18% | 668,113 3.13% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $344.7K | +2K +39.07% | 5,891 0.21% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $174.6K | +564 +8.52% | 7,182 0.39% of portfolio | low |
| Q1 2026 as of | Add | 78468R796 Common stock | $162.0K | +3K +1.70% | 182,436 1.68% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $156.8K | +519 +15.78% | 3,809 0.20% of portfolio | low |
| Q1 2026 as of | Add | 921910733 Common stock | $151.5K | +1K +3.59% | 38,914 0.76% of portfolio | low |
| Q1 2026 as of | Add | 464287176 Common stock | $149.0K | +1K +15.18% | 10,241 0.20% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $142.9K | +498 +62.02% | 1,301 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46436E569 Common stock | $135.8K | +3K +6.57% | 44,743 0.38% of portfolio | low |
| Q1 2026 as of | Add | 46138E511 Common stock | $134.3K | +12K +15.01% | 94,608 0.18% of portfolio | low |
| Q1 2026 as of | Add | 464288802 Common stock | $129.9K | +983 +7.92% | 13,391 0.31% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $102.8K | +405 +1.01% | 40,519 1.79% of portfolio | low |
| Q1 2026 as of | Add | 46436E551 Common stock | $102.1K | +2K +7.07% | 34,060 0.27% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $96.8K | +450 +33.14% | 1,808 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46435G516 Common stock | $95.2K | +996 +3.13% | 32,774 0.54% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $93.1K | +328 +24.66% | 1,658 0.08% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $92.0K | +1K +6.27% | 20,670 0.27% of portfolio | low |
| Q1 2026 as of | Add | 922908553 Common stock | $91.4K | +1K +0.59% | 175,363 2.70% of portfolio | low |
| Q1 2026 as of | Add | 46436E767 Common stock | $87.2K | +2K +3.86% | 42,555 0.41% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $81.5K | +765 +8.50% | 9,770 0.18% of portfolio | low |
| Q1 2026 as of | Add | 46434G780 Common stock | $80.7K | +3K +10.24% | 30,794 0.15% of portfolio | low |
| Q1 2026 as of | Add | 78464A474 Common stock | $80.3K | +3K +3.24% | 85,140 0.44% of portfolio | low |
| Q1 2026 as of | Add | 00162Q452 Common stock | $77.9K | +1K +8.46% | 18,974 0.17% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $71.1K | +480 +6.42% | 7,952 0.20% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $68.1K | +450 +6.03% | 7,908 0.21% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. Common stock | $66.1K | +230 +12.59% | 2,057 0.10% of portfolio | low |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $60.8K | +143 +24.57% | 725 0.05% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley India Investment Fund In Common stock | $57.0K | +3K +25.52% | 13,624 0.05% of portfolio | low |
| Q1 2026 as of | Add | Western Asset Emerging Markets Debt Fund Inc. Common stock | $55.9K | +6K +11.26% | 56,225 0.10% of portfolio | low |
| Q1 2026 as of | Add | 46429B614 Common stock | $49.2K | +820 +17.05% | 5,630 0.06% of portfolio | low |
| Q1 2026 as of | Add | 464286871 Common stock | $45.3K | +2K +4.77% | 43,046 0.17% of portfolio | low |
| Q1 2026 as of | Add | 464288570 Common stock | $39.0K | +322 +4.48% | 7,510 0.16% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $36.8K | +125 +2.16% | 5,901 0.30% of portfolio | low |
| Q1 2026 as of | Add | 464286103 Common stock | $36.6K | +1K +11.97% | 12,350 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46434G772 Common stock | $35.1K | +495 +2.93% | 17,375 0.21% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $31.3K | +34 +2.18% | 1,597 0.26% of portfolio | low |
| Q1 2026 as of | Add | JGH Nuveen Global High Income Fund Closed-End Fund | $30.3K | +2K +11.20% | 24,621 0.05% of portfolio | low |