GOULD ASSET MANAGEMENT LLC /CA/
All 13F Filings
- Location
- Claremont, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 575,716
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 171 | 575,716 | 13F-HR | GOULD ASSET MANAGEMENT LLC /CA/ |
| 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 | 223.9 K | 38.9% | 0 | 155.4 K | -155.4 K |
| ETFs | 341.1 K | 59.2% | 166.9 K | 0 | 166.9 K |
| Debt | 10.77 K | 1.9% | 7 | 0 | 7 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
575,716
Holdings
171
QoQ value change ($000)
11,457
(2.0%)
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.