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| Gould Capital LLC
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| |
|---|---|
| CRD # | 300609 |
| SEC # | 801-114815 |
| CIK # | 0001908965 |
| AUM | $149.4 MM (2024-05-24) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 253-272-9898 |
| Address | 2323 N 31st Street Tacoma, WA 98403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.9 | |
| MSFT | 1,918,222.4 | 4.8 | |
| GLD | 4.2 | ||
| UNP | 133,995.4 | 3.9 | |
| GOOG | 1,482,566.4 | 3.6 | |
| BK | 34,622.2 | 3.3 | |
| AFL | 36,008.8 | 3.2 | |
| VZ | 211,914.0 | 3.1 | |
| AMGN | 130,083.0 | 3.1 | |
| KO | 269,985.6 | 3.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 33.6 |
| (b) Individuals (high net worth individuals) | 49 | 100.0 |
| (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 | 3.6 |
| (h) Charitable organizations | 4 | 2.3 |
| (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 | 4 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 149.4 |
| By Discretionary | ||
| Discretionary | 366 | 149.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 367 | 149.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 149.3 | |
| Total | 367 | 149.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908965] |
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