StockDriftsStockDriftsTop 50 Gould Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | S&P 500 DEPOSITORY RECEIPT | 26.27% | 223.3K | $166.8M | -0.02%(-37) | $151.47(+410.70%) | 2026-06-30 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ET | 7.6% | 472.3K | $48.2M | +0.54%(+2.56K) | $101.39(-0.68%) | 2026-06-30 | |
| VGSH | VANGUARD SHORT TERM TREASURY | 5.96% | 649.5K | $37.8M | +6.79%(+41.28K) | $58.35(-0.53%) | 2026-06-30 | |
| TLT | ISHARES BARCLAYS 20 YEAR TRE | 3.76% | 276.4K | $23.9M | +5.39%(+14.14K) | $110.10(-25.17%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE | 3.28% | 263.2K | $20.8M | +2.37%(+6.09K) | $79.49(-1.18%) | 2026-06-30 | |
| BAB | INVESCO TAXABLE MUNICIPAL BON | 2.98% | 705.4K | $18.9M | +5.58%(+37.28K) | $29.16(-9.53%) | 2026-06-30 | |
| VNQ | VANGUARD REIT INDEX ETF | 2.83% | 186.5K | $18.0M | +6.35%(+11.14K) | $80.78(+19.83%) | 2026-06-30 | |
| GLDM | SPDR GOLD MINISHARES TRUST | 2.73% | 218.0K | $17.3M | +141.14%(+127.58K) | $66.16(+31.65%) | 2026-06-30 | |
| BWX | SPDR BARCLAYS INTL TREASURY B | 2.58% | 755.1K | $16.4M | +4.39%(+31.75K) | $23.04(-4.57%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 INDEX ETF | 2.42% | 20.5K | $15.4M | -5.52%(-1.20K) | $159.67(+386.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.34% | +38.03% | +5.40% | +30.09% |
| Top 20 Holdings Unweighted | +10.01% | +33.13% | +3.44% | +18.41% |
Gould Asset Management LLC reports $634.78M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are SPY (26.3%), STIP (7.6%) and VGSH (6.0%). The top 20 holdings account for 75.56% of reported assets. Its disclosed equity book has returned +38.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gould Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1091961). View Gould Asset Management LLC’s 13F filings on SEC