GOULD ASSET MANAGEMENT LLC /CA/
All 13F Filings
- Location
- Claremont, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 564,259
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 168 | 564,259 | 13F-HR | GOULD ASSET MANAGEMENT LLC /CA/ |
| Q3 2025 | 10/28/2025 | 170 | 538,544 | 13F-HR | GOULD ASSET MANAGEMENT LLC /CA/ |
| Q2 2025 | 8/5/2025 | 166 | 510,538 | 13F-HR | GOULD ASSET MANAGEMENT LLC /CA/ |
| Q1 2014 | 5/9/2014 | 96 | 188,697 | 13F-HR | GOULD ASSET MANAGEMENT LLC /CA/ |
| Q4 2013 | 2/7/2014 | 86 | 171,593 | 13F-HR | GOULD ASSET MANAGEMENT LLC /CA/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 379.2 K | 67.2% | 22.75 K | 0 | 22.75 K |
| ETFs | 174.2 K | 30.9% | 4.145 K | 0 | 4.145 K |
| Debt | 10.76 K | 1.9% | 0 | 1.202 K | -1.202 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
564,259
Holdings
168
QoQ value change ($000)
25,715
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.