GOULD ASSET MANAGEMENT LLC /CA/

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$467M
Signature - Title
Thomas K. Carr Jr - CHIEF COMPLIANCE OFFICER
Location
Claremont, CA
Summary
This page shows a list of all the recent 13F filings made by GOULD ASSET MANAGEMENT LLC /CA/. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GOULD ASSET MANAGEMENT LLC /CA/ reported 164 stock holdings with total value $467M as of Q3 2024. Top holdings included SPY, STIP, TLT, VGSH, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 164 $467M +$17.6M -$8.6M +$8.99M SPY, STIP, TLT, VGSH, VCSH 13F-HR 11/12/2024, 10:00 AM
Q2 2024 164 $434M +$19.7M -$6.37M +$13.3M SPY, STIP, TLT, VGSH, IVV 13F-HR 8/5/2024, 02:28 PM
Q1 2024 163 $413M +$18.5M -$11M +$7.49M SPY, TLT, VGSH, STIP, IVV 13F-HR 5/3/2024, 02:30 PM
Q4 2023 157 $387M +$12M -$10.6M +$1.45M SPY, TLT, VGSH, STIP, VCSH 13F-HR 2/2/2024, 03:09 PM
Q3 2023 150 $354M +$14.9M -$4.42M +$10.5M SPY, VGSH, TLT, STIP, VCSH 13F-HR 10/23/2023, 09:09 PM
Q2 2023 150 $358M +$3.16M -$8.49M -$5.33M SPY, TLT, VGSH, STIP, IVV 13F-HR 8/7/2023, 05:17 PM
Q1 2023 153 $351M +$24M -$18.8M +$5.27M SPY, TLT, VGSH, STIP, VCSH 13F-HR 5/1/2023, 07:46 PM
Q4 2022 157 $333M +$37.6M -$16.4M +$21.3M SPY, VGSH, VCSH, GLDM, BAB 13F-HR 2/8/2023, 06:33 PM
Q3 2022 131 $295M +$24.6M -$22.9M +$1.72M SPY, VCSH, TLT, BAB, IVV Restatement 11/16/2022, 03:27 PM
Q2 2022 142 $311M +$35.8M -$30.4M +$5.32M SPY, VCSH, TLT, VTIP, BAB 13F-HR 8/10/2022, 05:27 PM
Q1 2022 144 $349M +$9.91M -$7.37M +$2.54M SPY, VCSH, TLT, VTIP, IVV 13F-HR 5/13/2022, 03:24 PM
Q4 2021 141 $357M +$21.8M -$9.03M +$12.8M SPY, VCSH, TLT, VTIP, IVV 13F-HR 2/2/2022, 12:50 PM
Q3 2021 136 $324M +$6.99M -$32.8M -$25.8M SPY, VCSH, TLT, BAB, IVV 13F-HR 11/8/2021, 06:54 PM
Q2 2021 152 $351M +$18.6M -$13.9M +$4.78M SPY, VCSH, TLT, BAB, IVV 13F-HR 8/5/2021, 04:24 PM
Q1 2021 154 $328M +$11.4M -$19.1M -$7.65M SPY, VCSH, TLT, BAB, IVV 13F-HR 5/6/2021, 07:50 PM
Q4 2020 144 $328M +$21.1M -$12.1M +$8.99M SPY, VCSH, TLT, GLDM, BAB 13F-HR 2/2/2021, 04:18 PM
Q3 2020 135 $296M +$26.7M -$28.9M -$2.18M SPY, VCSH, TLT, BAB, GLDM Restatement 2/2/2021, 04:15 PM
Q2 2020 133 $285M +$34M -$43.8M -$9.77M SPY, VCSH, VMBS, TLT, GLDM 13F-HR 8/5/2020, 03:32 PM
Q1 2020 125 $262M +$21.5M -$15.9M +$5.58M SPY, VGSH, VCSH, TLT, SHV 13F-HR 4/22/2020, 06:07 PM
Q4 2019 146 $301M +$11.2M -$7.43M +$3.78M SPY, VGSH, VCSH, IVV, TLT 13F-HR 1/17/2020, 12:50 PM
Q3 2019 142 $283M +$10M -$7.48M +$2.54M SPY, VGSH, VCSH, IVV, VNQ 13F-HR 11/8/2019, 07:50 PM
Q2 2019 143 $277M +$7.9M -$4.84M +$3.06M SPY, VGSH, VCSH, IVV, EFA 13F-HR 7/31/2019, 11:58 AM
Q1 2019 136 $267M +$9.33M -$5.6M +$3.74M SPY, VGSH, VCSH, IVV, VNQ 13F-HR 5/7/2019, 05:10 PM
Q4 2018 127 $241M +$42.5M -$26.7M +$15.7M SPY, VGSH, VCSH, IVV, VNQ 13F-HR 2/4/2019, 11:20 AM
Q3 2018 143 $251M +$11.1M -$3.19M +$7.92M SPY, VCSH, IVV, EFA, VNQ 13F-HR 11/7/2018, 09:25 PM
Q2 2018 138 $232M +$14.2M -$12M +$2.21M SPY, VCSH, IVV, VNQ, EFA 13F-HR 8/13/2018, 05:19 PM
Q1 2018 140 $228M +$16.2M -$14.2M +$1.98M SPY, VCSH, EFA, IVV, VNQ 13F-HR 5/4/2018, 05:29 PM
Q4 2017 138 $231M +$10.6M -$11.9M -$1.29M SPY, IVV, EFA, VNQ, VCSH 13F-HR 2/9/2018, 03:39 PM
Q3 2017 136 $222M +$13.6M -$4.95M +$8.7M SPY, IVV, EFA, VNQ, VXF 13F-HR 11/9/2017, 03:49 PM
Q2 2017 126 $207M +$10.2M -$6.67M +$3.51M SPY, IVV, VNQ, EFA, VCSH 13F-HR 8/3/2017, 04:02 PM
Q1 2017 122 $199M +$6.98M -$12.5M -$5.54M SPY, IVV, VNQ, EFA, VXF 13F-HR 5/10/2017, 08:21 PM
Q4 2016 113 $195M +$15.5M -$7.43M +$8.06M SPY, IVV, VNQ, VXF, EFA 13F-HR 2/1/2017, 02:16 PM
Q3 2016 105 $185M +$9.07M -$15.5M -$6.41M SPY, VNQ, IVV, VXF, EFA 13F-HR 11/10/2016, 12:13 PM
Q2 2016 103 $187M +$6.04M -$10M -$3.96M SPY, IVV, VNQ, VXF, EFA 13F-HR 8/15/2016, 01:19 PM
Q1 2016 97 $186M +$5.64M -$9.85M -$4.21M SPY, VNQ, IVV, EFA, VXF 13F-HR 5/13/2016, 02:57 PM
Q4 2015 100 $187M +$14.9M -$14.5M +$376K SPY, VNQ, IVV, EFA, VXF 13F-HR 2/16/2016, 03:18 PM
Q3 2015 108 $179M +$7.44M -$10.3M -$2.86M SPY, VXF, EFA, VNQ, VCSH 13F-HR 11/13/2015, 03:46 PM
Q2 2015 117 $197M +$14.5M -$16.4M -$1.95M SPY, VXF, EFA, IVV, VNQ 13F-HR 8/13/2015, 01:28 PM
Q1 2015 110 $203M +$9M -$10.8M -$1.82M SPY, VNQ, VXF, IVV, EFA 13F-HR 5/13/2015, 04:47 PM
Q4 2014 107 $204M +$10.6M -$18.6M -$8.08M SPY, VNQ, VXF, IVV, EFA 13F-HR 2/11/2015, 06:11 PM
Q3 2014 102 $207M +$16.6M -$14.2M +$2.32M SPY, GLD, VNQ, VXF, IVV 13F-HR 11/13/2014, 01:16 PM
Q2 2014 99 $208M +$23.3M -$11.3M +$12M SPY, VNQ, GLD, VXF, EFA 13F-HR 8/13/2014, 08:54 AM
Q1 2014 96 $189M +$23.8M -$9.27M +$14.6M SPY, VNQ, VXF, EFA, VWO 13F-HR 5/9/2014, 11:47 AM
Q4 2013 86 $172M $0 $0 SPY, VXF, EFA, VWO, GLD 13F-HR 2/7/2014, 08:41 AM