• 13F History

GOULD ASSET MANAGEMENT LLC /CA/

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$475M
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 $475M as of Q4 2024. Top holdings included SPY, STIP, VGSH, TLT, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 164 $475M +$28M -$13.4M +$14.6M SPY, STIP, VGSH, TLT, VCSH 13F-HR 2/7/2025, 02:24 PM
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 162 $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 -$4.1M +$10.8M SPY, VGSH, TLT, STIP, VCSH 13F-HR 10/23/2023, 09:09 PM
Q2 2023 150 $358M +$3.16M -$7.66M -$4.5M SPY, TLT, VGSH, STIP, IVV 13F-HR 8/7/2023, 05:17 PM
Q1 2023 153 $351M +$24M -$12.8M +$11.2M SPY, TLT, VGSH, STIP, VCSH 13F-HR 5/1/2023, 07:46 PM
Q4 2022 157 $333M +$37.6M -$15.2M +$22.4M SPY, VGSH, VCSH, GLDM, BAB 13F-HR 2/8/2023, 05:33 PM
Q3 2022 130 $295M +$24.6M -$5.83M +$18.8M SPY, VCSH, TLT, BAB, IVV Restatement 11/16/2022, 02:27 PM
Q2 2022 141 $311M +$35.8M -$15.4M +$20.4M SPY, VCSH, TLT, VTIP, BAB 13F-HR 8/10/2022, 05:27 PM
Q1 2022 144 $349M +$9.91M -$6.39M +$3.52M SPY, VCSH, TLT, VTIP, IVV 13F-HR 5/13/2022, 03:24 PM
Q4 2021 141 $357M +$21.8M -$6.1M +$15.7M SPY, VCSH, TLT, VTIP, IVV 13F-HR 2/2/2022, 11:50 AM
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 -$11.8M +$9.28M SPY, VCSH, TLT, GLDMXXXX, BAB 13F-HR 2/2/2021, 03:18 PM
Q3 2020 135 $296M +$26.7M -$26.1M +$569K SPY, VCSH, TLT, BAB, GLDMXXXX Restatement 2/2/2021, 03:15 PM
Q2 2020 132 $285M +$34M -$41.7M -$7.74M SPY, VCSH, VMBS, TLT, GLDMXXXX 13F-HR 8/5/2020, 03:32 PM
Q1 2020 125 $262M +$21.5M -$7.32M +$14.2M SPY, VGSH, VCSH, TLT, SHV 13F-HR 4/22/2020, 06:07 PM
Q4 2019 146 $301M +$11.2M -$6.64M +$4.57M SPY, VGSH, VCSH, IVV, TLT 13F-HR 1/17/2020, 11:50 AM
Q3 2019 142 $283M +$10M -$5.82M +$4.2M SPY, VGSH, VCSH, IVV, VNQ 13F-HR 11/8/2019, 06:50 PM
Q2 2019 143 $277M +$7.9M -$2.59M +$5.31M SPY, VGSH, VCSH, IVV, EFA 13F-HR 7/31/2019, 11:58 AM
Q1 2019 136 $267M +$9.33M -$4.88M +$4.45M SPY, VGSH, VCSH, IVV, VNQ 13F-HR 5/7/2019, 05:10 PM
Q4 2018 127 $241M +$42.5M -$16.7M +$25.8M SPY, VGSH, VCSH, IVV, VNQ 13F-HR 2/4/2019, 10:20 AM
Q3 2018 143 $251M +$11.1M -$1.81M +$9.3M SPY, VCSH, IVV, EFA, VNQ 13F-HR 11/7/2018, 08:25 PM
Q2 2018 138 $232M +$14.2M -$5.52M +$8.66M SPY, VCSH, IVV, VNQ, EFA 13F-HR 8/13/2018, 05:19 PM
Q1 2018 140 $228M +$16.2M -$11.8M +$4.39M SPY, VCSH, EFA, IVV, VNQ 13F-HR 5/4/2018, 05:29 PM
Q4 2017 138 $231M +$10.6M -$9.98M +$590K SPY, IVV, EFA, VNQ, VCSH 13F-HR 2/9/2018, 02:39 PM
Q3 2017 136 $222M +$13.6M -$3.73M +$9.91M SPY, IVV, EFA, VNQ, VXF 13F-HR 11/9/2017, 02:49 PM
Q2 2017 126 $207M +$10.2M -$4.67M +$5.52M SPY, IVV, VNQ, EFA, VCSH 13F-HR 8/3/2017, 04:02 PM
Q1 2017 122 $199M +$6.98M -$10.3M -$3.28M SPY, IVV, VNQ, EFA, VXF 13F-HR 5/10/2017, 08:21 PM
Q4 2016 113 $195M +$15.5M -$5.02M +$10.5M SPY, IVV, VNQ, VXF, EFA 13F-HR 2/1/2017, 01:16 PM
Q3 2016 105 $185M +$9.03M -$13.3M -$4.3M SPY, VNQ, IVV, VXF, EFA 13F-HR 11/10/2016, 11:13 AM
Q2 2016 103 $186M +$5.98M -$8.88M -$2.9M SPY, IVV, VNQ, VXF, EFA 13F-HR 8/15/2016, 01:19 PM
Q1 2016 97 $186M +$5.64M -$7.68M -$2.04M SPY, VNQ, IVV, EFA, VXF 13F-HR 5/13/2016, 02:57 PM
Q4 2015 100 $187M +$14.9M -$10.5M +$4.35M SPY, VNQ, IVV, EFA, VXF 13F-HR 2/16/2016, 02:18 PM
Q3 2015 108 $179M +$7.44M -$7.08M +$355K SPY, VXF, EFA, VNQ, VCSH 13F-HR 11/13/2015, 02:46 PM
Q2 2015 117 $197M +$14.5M -$12.8M +$1.63M SPY, VXF, EFA, IVV, VNQ 13F-HR 8/13/2015, 01:28 PM
Q1 2015 110 $203M +$9M -$8.32M +$679K SPY, VNQ, VXF, IVV, EFA 13F-HR 5/13/2015, 04:47 PM
Q4 2014 107 $204M +$10.6M -$15.9M -$5.35M SPY, VNQ, VXF, IVV, EFA 13F-HR 2/11/2015, 05:11 PM
Q3 2014 102 $207M +$16.6M -$11.2M +$5.4M SPY, GLD, VNQ, VXF, IVV 13F-HR 11/13/2014, 12:16 PM
Q2 2014 99 $208M +$23.3M -$10.1M +$13.1M SPY, VNQ, GLD, VXF, EFA 13F-HR 8/13/2014, 08:54 AM
Q1 2014 96 $189M +$23.8M -$8.91M +$14.9M SPY, VNQ, VXF, EFA, VWO 13F-HR 5/9/2014, 11:47 AM
Q4 2013 86 $172M SPY, VXF, EFA, VWO, GLD 13F-HR 2/7/2014, 07:41 AM