GOULD ASSET MANAGEMENT LLC /CA/
CIK
1091961
City
CLAREMONT
State / Country
CA
Top Portfolio Positions
78 positions ·
$217,203,161 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
223,338 | $145,245,634 | 66.87% | |
| AAPL |
Apple Inc.
Technology
|
40,519 | $10,283,317 | 4.73% | |
| GLDM |
World Gold Trust
|
90,390 | $8,378,249 | 3.86% | |
| IAU |
Ishares Gold Trust
|
38,159 | $3,364,097 | 1.55% | |
| MSFT |
Microsoft Corp
Technology
|
8,352 | $3,091,659 | 1.42% | |
| AVGO |
Broadcom Inc.
Technology
|
7,182 | $2,222,900 | 1.02% | |
| GLD |
Spdr Gold Trust
|
5,120 | $2,203,084 | 1.01% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,989 | $1,981,899 | 0.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,382 | $1,911,674 | 0.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,901 | $1,735,838 | 0.80% |
Portfolio Trend
Holdings in IIF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,381 | 13,624 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $271,132 | 10,854 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $286,002 | 10,854 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $295,681 | 10,474 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $257,655 | 10,564 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $266,952 | 10,564 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $327,390 | 10,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,147 | 10,884 | Shares | Sole | 2024-08-05 | |
| 2023-12-31 | $233,679 | 10,884 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $237,669 | 10,634 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $230,438 | 10,634 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $206,937 | 10,634 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $215,870 | 10,634 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $233,025 | 10,014 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $223,812 | 10,014 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $251,451 | 10,014 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $267,373 | 10,014 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $285,390 | 10,344 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $255,186 | 10,344 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $241,118 | 10,344 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $234,349 | 11,049 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $180,422 | 10,399 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $168,879 | 10,399 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $135,452 | 10,574 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||