GOULD ASSET MANAGEMENT LLC /CA/

RIA/Wealth

GOULD ASSET MANAGEMENT LLC /CA/ is a RIA/Wealth based in Claremont, CA led by Donald Paul Gould, reporting $901.3M in AUM as of Q3 2025 with 86% ETF concentration, 61% concentrated in top 10 holdings, 27% allocation to SPY, and minimal technology exposure.

PresidentDonald Paul Gould

Portfolio Value: $538.3M
Positions: 169
Top Holding: SPY at 27.19%
Last Reported: Q3 2025

Address341 West First Street, Suite 200, Claremont, CA, 91711-4749, United States

Top Holdings

Largest long holdings in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio (60.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$146.4M	27.19%	-$5.9M Sold	— 219.7K shares	≤ Q2 2013 Held for 12y 5m+
2 Vanguard Short-Term Treasury VGSH	ETF ETF	$33.6M	6.25%	+$1.0M Bought	— 571.6K shares	Q3 2018 Held for 7y 2m
3 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$31.1M	5.78%	-$6.1M Sold	— 301.0K shares	Q2 2015 Held for 10y 5m
4 iShares 20+ Year Treasury Bond TLT	ETF ETF	$22.8M	4.24%	-$1.9M Sold	— 255.4K shares	Q3 2017 Held for 8y 2m
5 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$17.8M	3.30%	+$442.7K Bought	— 222.1K shares	Q3 2013 Held for 12y 2m
6 Invesco Taxable Municipal Bond BAB	ETF ETF	$16.8M	3.13%	+$435.3K Bought	— 616.4K shares	≤ Q2 2013 Held for 12y 5m+
7 iShares Core S&P 500 ETF IVV	ETF ETF	$15.3M	2.83%	+$103.7K Bought	— 22.8K shares	≤ Q2 2013 Held for 12y 5m+
8 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$15.0M	2.78%	-$3.1M Sold	— 196.1K shares	Q4 2022 Held for 2y 11m
9 Vanguard Real Estate VNQ	ETF ETF	$14.8M	2.75%	+$551.6K Bought	— 161.7K shares	≤ Q2 2013 Held for 12y 5m+
10 SPDR Bloomberg International Treasury Bond ETF BWX	ETF ETF	$12.8M	2.38%	+$12.8M Bought	— 557.4K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GOULD ASSET MANAGEMENT LLC /CA/'s latest filing

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Market Value

$538.3M

Prior: $510.5M

Q/Q Change

+5.44%

+$27.8M

Net Flows % of MV

-2.41%

Turnover Ratio

4.22%

New Purchases

2 stocks

$452.9K

Added To

90 stocks

+$8.9M

Sold Out Of

4 stocks

$972.0K

Reduced Holdings

39 stocks

-$21.4M

Increased Positions

Position	Shares Δ	Change
1 Technology Select Sector SPDR Fund XLK	New	0 → 804.0 +$226.6K
2 General Electric GEV	New	0 → 368.0 +$226.3K
3 Chevron CVX	+42.59%	2.1K → 3.0K +$137.0K
4 iShares MSCI KLD 400 Social ETF DSI	+29.43%	5.2K → 6.7K +$192.1K
5 iShares MSCI Canada EWC	+22.24%	18.3K → 22.4K +$205.7K

Decreased Positions

Position	Shares Δ	Change
1 HYD VanEck High Yield Muni HYD	Sold	5.4K → 0 −$272.9K
2 BRFS Brasil Foods BRFS	Sold	68.2K → 0 −$249.1K
3 VanEck Preferred Securities ex Financials PFXF	Sold	13.3K → 0 −$228.0K
4 Intuit INTU	Sold	282.0 → 0 −$222.1K
5 Vanguard Long-Term Corporate Bond VCLT	-33.97%	5.9K → 3.9K −$155.5K

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Analytics

Portfolio insights and performance metrics for GOULD ASSET MANAGEMENT LLC /CA/

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Sector Allocation

ETF

85.60%

Technology

3.70%

Financial Services

1.30%

Consumer Defensive

1.10%

Energy

1.10%

Healthcare

1.00%

Consumer Cyclical

0.70%

Industrials

0.50%

Communication Services

0.30%

Utilities

0.20%

Basic Materials

0.20%

Market Cap Distribution

Mega Cap (> $200B)

7.52%

Large Cap ($10B - $200B)

2.51%

Small Cap ($300M - $2B)

0.00%

N/A (ETF or Unknown)

89.97%

Portfolio Concentration

Top 10 Holdings %

60.63%

Top 20 Holdings %

75.3%

Top 50 Holdings %

87.63%

Top 100 Holdings %

95.66%