GOULD ASSET MANAGEMENT LLC /CA/
Top Portfolio Positions
79 positions ·
$217,952,629 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 | 66.64% | |
| AAPL |
Apple Inc.
Technology
|
40,519 | $10,283,317 | 4.72% | |
| GLDM |
World Gold Trust
|
90,390 | $8,378,249 | 3.84% | |
| IAU |
Ishares Gold Trust
|
38,159 | $3,364,097 | 1.54% | |
| 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
25 quarters · across all stocks
Holdings in JGH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,868 | 24,621 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $279,198 | 22,141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $299,346 | 22,141 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $274,128 | 21,201 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $246,701 | 18,861 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $242,175 | 18,861 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $252,360 | 18,861 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,232 | 18,861 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $241,043 | 18,861 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $218,575 | 17,916 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $187,913 | 16,426 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $183,478 | 16,426 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $182,164 | 16,426 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $184,792 | 16,426 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $184,144 | 17,471 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $178,748 | 15,436 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $215,821 | 15,156 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $229,720 | 14,466 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $217,869 | 13,566 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $219,904 | 13,566 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $209,866 | 13,566 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $224,495 | 14,437 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $157,448 | 11,637 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $154,190 | 11,637 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $132,740 | 11,873 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||