Gould Capital, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1908965
TACOMA, WA
Position in AOA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$333,076
-$21,939 QoQ
Shares Held
3,764
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,076 | 3,764 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $355,015 | 3,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,386 | 3,964 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $402,071 | 4,821 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $387,166 | 5,061 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $379,449 | 4,953 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $388,079 | 4,918 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $371,207 | 4,964 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $364,655 | 4,964 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $346,561 | 5,019 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $319,418 | 5,031 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $383,179 | 5,776 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $353,560 | 5,560 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $359,814 | 6,022 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $314,235 | 5,667 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $315,740 | 5,272 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $369,794 | 5,364 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $385,581 | 5,295 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||