DOSSIER · 13F-HR · Q1 2026

GOULD ASSET MANAGEMENT LLC /CA/

GOULD ASSET /CA/'s pension fund based in London, UK — $576M in tracked AUM across 171 positions as of Q1 2026.

GA

GOULD ASSET /CA/·London, UK·Pension Fund

CIK 0001091961 · last filed Mar 31, 2026

Total AUM

$576M

▲ 15.8%

vs prior

Holdings

171

—

positions

Whale Score

67

67

tracked

Activity

—

no data

changes this Q

Top sector

Tech

23% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Gould Asset Management LLC (Form 13F)

Portfolio Overview

Gould Asset Management LLC reported a significant portfolio contraction for the period ending September 30, 2025. The total portfolio value decreased by 31.4%, dropping from $510.54M to $350.19M. This reduction in assets under management (AUM) is driven not only by potential market depreciation but also by substantial capital reallocation, evidenced by the liquidation of 24 positions and the init...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

S&P 500 DEPOSITORY RECEIPT

$145M223K25.2%

02

ISHARES 0-5 YEAR TIPS BOND ET

$49M470K8.4%

03

VANGUARD SHORT TERM TREASURY

$36M608K6.2%

04

ISHARES BARCLAYS 20 YEAR TRE

$23M262K3.9%

05

VANGUARD SHORT-TERM CORPORATE

$20M257K3.5%

06

INVESCO TAXABLE MUNICIPAL BON

$18M668K3.1%

07

SPDR BARCLAYS INTL TREASURY B

$16M723K2.8%

08

VANGUARD REIT INDEX ETF

$16M175K2.7%

09

ISHARES S&P 500 INDEX ETF

$14M22K2.5%

10

PIMCOTOTAL RETURN ETF

$12M126K2.0%

Filing history

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