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| Gould Capital LLC
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|---|---|
| CRD # | 300609 |
| SEC # | 801-114815 |
| CIK # | 0001908965 |
| AUM | 175.2 M (2026-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 253-272-9898 |
| Address | 2323 N 31st Street Tacoma, WA 98403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001908965 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 5.4 | ||
| Apple Inc | 5.0 | ||
| Verizon Communications Inc | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Microsoft Corp | 3.8 | ||
| Kinder Morgan Inc | 3.8 | ||
| Merck & Co Inc | 3.5 | ||
| Caterpillar Inc | 3.5 | ||
| Coca Cola Co | 3.4 | ||
| Union Pacific Corp | 3.3 | ||
| Starbucks Corp | 3.3 | ||
| AES Corp | 3.2 | ||
| Aflac Inc | 3.2 | ||
| Public Storage | 3.1 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Alphabet Inc | 2.8 | ||
| Nuveen Amt-Free Municipal Credit Income Fund | 2.4 | ||
| Denali Holding Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| Devon Energy Corp/DE | 1.9 | ||
| Quanta Services Inc | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 39.2 |
| (b) Individuals (high net worth individuals) | 52 | 120.3 |
| (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 | 3.2 |
| (h) Charitable organizations | 3 | 2.2 |
| (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 | 5 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 383 | 175.2 |
| By Discretionary | ||
| Discretionary | 382 | 174.7 |
| Non-Discretionary | 1 | 0.5 |
| Total | 383 | 175.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.2 | |
| Total | 383 | 175.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908965] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Guardian Wealth Management LLC
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