§ 13F · FUND PROFILE
GOULD ASSET MANAGEMENT LLC /CA/.
AUM · $635M (13F)Positions · 176Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | S&P 500 DEPOSITORY RECEIPT | 223K | $167M | 26.3% | ±0% |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ET | 472K | $48M | 7.6% | +1% |
| 3 | VGSH | VANGUARD SHORT TERM TREASURY | 650K | $38M | 6.0% | +7% |
| 4 | TLT | ISHARES BARCLAYS 20 YEAR TRE | 276K | $24M | 3.8% | +5% |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE | 263K | $21M | 3.3% | +2% |
| 6 | BAB | INVESCO TAXABLE MUNICIPAL BON | 705K | $19M | 3.0% | +6% |
| 7 | VNQ | VANGUARD REIT INDEX ETF | 187K | $18M | 2.8% | +6% |
| 8 | GLDM | SPDR GOLD MINISHARES TRUST | 218K | $17M | 2.7% | +141% |
| 9 | BWX | SPDR BARCLAYS INTL TREASURY B | 755K | $16M | 2.6% | +4% |
| 10 | IVV | ISHARES S&P 500 INDEX ETF | 21K | $15M | 2.4% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOULD SIGNAL
AC read
GOULD ASSET MANAGEMENT LLC /CA/ is a Other fund managing $635 million in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →