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| Keyboard |
| Gould Asset Management LLC
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|---|---|
| CRD # | 113098 |
| SEC # | 801-63162 |
| CIK # | 0001091961 |
| AUM | 1,034.5 M (2026-04-16) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 909-445-1291 |
| Address | 341 West First Street Claremont, CA 91711-4749 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.3 | ||
| World Currency Gold Trust | 8.4 | ||
| iShares Comex Gold Trust | 3.4 | ||
| Microsoft Corp | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 77.5 |
| (b) Individuals (high net worth individuals) | 229 | 916.7 |
| (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 | 14 | 40.3 |
| (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 | 644 | 1,034.5 |
| By Discretionary | ||
| Discretionary | 565 | 995.0 |
| Non-Discretionary | 79 | 39.5 |
| Total | 644 | 1,034.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 1,031.9 | |
| Total | 644 | 1,034.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001091961] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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NM | 1,028.8 M |