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| Happy Holidays!! thanks for using AUM13F!! |
| Gould Asset Management LLC
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| CRD # | 113098 |
| SEC # | 801-63162 |
| CIK # | 0001091961 |
| AUM | $901.3 M (2025-03-28) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 909-445-1291 |
| Address | 341 West First Street Claremont, CA 91711-4749 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 15.5 | ||
| Apple Inc | 7.8 | ||
| Microsoft Corp | 3.6 | ||
| iShares Comex Gold Trust | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 80.8 |
| (b) Individuals (high net worth individuals) | 208 | 785.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 34.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 640 | 901.3 |
| By Discretionary | ||
| Discretionary | 561 | 865.0 |
| Non-Discretionary | 79 | 36.3 |
| Total | 640 | 901.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 898.8 | |
| Total | 640 | 901.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001091961] |
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