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Gould Asset Management LLC /ca/
Gould Asset Management LLC is a registered investment adviser headquartered in Claremont, California. Founded in 2002, the firm provides investment management and retirement planning services primarily to individuals, including high net worth clients, and charitable organizations. As of March 2025, Gould Asset Management manages approximately $901 million in assets and employs about 15 staff. Their fiduciary standard ensures that all investment decisions prioritize clients’ interests, and they operate independently from financial product sponsors. The firm specializes in organizing and consolidating client assets, offering tailored portfolio strategies and collaborating closely with accountants, attorneys, and other financial advisors.
Investment Strategy
Gould Asset Management pursues a client-centric approach grounded in fiduciary duty, designing straightforward investment programs based on comprehensive inventory and consolidation of client assets. The firm constructs portfolios by selecting investment vehicles solely for their merit, independent of product sponsors, and employs asset-based compensation to align interests. Investments are diversified across equities, fixed income, and other assets, with oversight and custody through third-party institutions such as Fidelity or Schwab. Their investment philosophy emphasizes independence, competitive client service, low transaction fees, and coordinated financial planning with outside advisors to address unique client needs.
Latest 13F Filing Activity
Gould Asset Management LLC /ca/ filed their most recent 13F report on Jun 30, 2025 disclosing 164 equity positions with a total 13F market value of $511M. The fund increased holdings in S&P 500 Depository Receipt, Ishares 0-5 Year Tips Bond Et, Vanguard Short Term Treasury among other positions. Gould Asset Management LLC /ca/ reduced exposure to SPDR S&P Mid Cap 400 Etf, Vanguard Long-term Treasury I, Apple Computer Inc. among others.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | S&P 500 DEPOSITORY RECEIPT | 27.67% | $141.2M | 228,602 | $162.23 | $617.85 | +$5.1M |
S STIP | ISHARES 0-5 YEAR TIPS BOND ET | 7.26% | $37.1M | 360,069 | $100.52 | $102.91 | +$4.7M |
V VGSH | VANGUARD SHORT TERM TREASURY | 6.38% | $32.6M | 553,843 | $58.24 | $58.78 | +$2.4M |
T TLT | ISHARES BARCLAYS 20 YEAR TRE | 4.77% | $24.4M | 276,149 | $109.24 | $88.25 | +$1.5M |
V VCSH | VANGUARD SHORT-TERM CORPORATE | 3.37% | $17.2M | 216,530 | $79.80 | $79.50 | +$891.2K |
Industry Allocation
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