Gould Asset Management LLC Purchases and Sells in Q1 2025

Gould Asset Management LLC

$482 Million
Q1 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	96.5K + 23.16%	$58.07 - $58.69 $5.6M - $5.66M	513K $30.1M
GLDM	35.7K + 16.54%	$52.19 - $61.89 $1.86M - $2.21M	252K $15.6M
TLT	25.3K + 11.2%	$85.29 - $92.57 $2.16M - $2.34M	251K $22.9M
STIP	18.5K + 6.27%	$100.59 - $103.47 $1.86M - $1.91M	313K $32.4M
BAB	60K + 12.0%	$25.83 - $27.09 $1.55M - $1.62M	560K $14.9M
BOND	10.2K + 11.11%	$89.27 - $92.9 $912K - $949K	102K $9.45M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMBS	54.7K New	$44.68 - $46.49 $2.44M - $2.54M	54.7K $2.53M
MOO	3.01K New	$64.47 - $70.13 $194K - $211K	3.01K $204K
CTVA	3.24K New	$55.94 - $66.15 $181K - $214K	3.24K $203K
DUK	1.67K New	$105.87 - $121.97 $176K - $203K	1.67K $203K
IOVA	11.7K New	$3.33 - $7.79 $39.1K - $91.4K	11.7K $39K
BLACKROCK INC	222 New	N/A	222 $0

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCLT	-43.2K - 81.61%	$73.11 - $77.43 $3.16M - $3.35M	9.74K $739K
IVV	-380 - 1.59%	$554.06 - $615.85 $211K - $234K	23.5K $13.2M
VXF	-275 - 0.71%	$170.36 - $201.04 $46.8K - $55.3K	38.4K $6.62M
VCIT	-6.98K - 51.73%	$79.17 - $82.04 $553K - $573K	6.51K $532K
SPYX	-265 - 0.15%	$45.21 - $50.33 $12K - $13.3K	177K $8.1M
GLD	-2.7K - 27.84%	$243.19 - $288.14 $657K - $779K	7.01K $2.02M

Activity Summary All Purchases 59 New Holdings 6 Increased Positions 53 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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