GOULD ASSET MANAGEMENT LLC /CA/
CIK 1091961
13F filing for Q2 2026・No. 3,384
- Holdings
- US$634.78M
- Quarter change
- +US$59.07M
- Entries
- 176
- Net bought (estimate)
- +US$18.57M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 5
- Cut 58
- Added 64
- Corporate actions 0
- Unchanged 44
Largest holdings
176 stocks worth US$634.78M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYS&P 500 DEPOSITORY RECEIPTTR UNIT | Cut | 223,301 | US$166.75M | 26.27% |
| ISHARES 0-5 YEAR TIPS BOND ET0-5 YR TIPS ETF | Added | 472,277 | US$48.25M | 7.60% |
| VANGUARD SHORT TERM TREASURYSHORT TERM TREAS | Added | 649,524 | US$37.8M | 5.96% |
| TLTISHARES BARCLAYS 20 YEAR TRE20 YR TR BD ETF | Added | 276,417 | US$23.89M | 3.76% |
| VANGUARD SHORT-TERM CORPORATESHRT TRM CORP BD | Added | 263,245 | US$20.8M | 3.28% |
| INVESCO TAXABLE MUNICIPAL BONTAXABLE MUN BD | Added | 705,394 | US$18.93M | 2.98% |
| VANGUARD REIT INDEX ETFREAL ESTATE ETF | Added | 186,503 | US$17.98M | 2.83% |
| SPDR GOLD MINISHARES TRUSTSPDR GLD MINIS | Added | 217,970 | US$17.31M | 2.73% |
| SPDR BARCLAYS INTL TREASURY BST INTL BBG ETF | Added | 755,142 | US$16.37M | 2.58% |
| IVVISHARES S&P 500 INDEX ETFCORE S&P500 ETF | Cut | 20,523 | US$15.37M | 2.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.