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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gould Capital LLC
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|---|---|
| CRD # | 300609 |
| SEC # | 801-114815 |
| CIK # | 0001908965 |
| AUM | $155.3 M (2025-05-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 253-272-9898 |
| Address | 2323 N 31st Street Tacoma, WA 98403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.2 | ||
| SPDR Gold Trust | 4.6 | ||
| Apple Inc | 4.0 | ||
| Coca Cola Co | 3.4 | ||
| Verizon Communications Inc | 3.4 | ||
| Caterpillar Inc | 3.3 | ||
| Starbucks Corp | 3.2 | ||
| Public Storage | 3.1 | ||
| Aflac Inc | 3.1 | ||
| Nike Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 37.2 |
| (b) Individuals (high net worth individuals) | 161 | 103.2 |
| (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 | 2 | 2.7 |
| (h) Charitable organizations | 3 | 2.1 |
| (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 | 7 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 378 | 155.3 |
| By Discretionary | ||
| Discretionary | 377 | 155.1 |
| Non-Discretionary | 1 | 0.2 |
| Total | 378 | 155.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 155.1 | |
| Total | 378 | 155.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908965] |
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