Gould Asset Management LLC Sells in Q3 2025

Gould Asset Management LLC

  • $534 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-59.1K
- 16.41%
$102.4 - $103.88 $6.05M - $6.14M
301K $31.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-20.8K
- 7.52%
$85.01 - $90.35 $1.77M - $1.88M
255K $22.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-24.9K
- 20.7%
$49.78 - $50.75 $1.24M - $1.26M
95.4K $4.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.14K
- 25.76%
$567.09 - $607.37 $646K - $692K
3.29K $1.96M
VGLT
Vanguard Long Term Treasury Et

ETFs
-8.89K
- 29.98%
$54.21 - $57.41 $482K - $510K
20.8K $1.18M
GLDM
World Gold Trust

ETFs
-40K
- 16.94%
$64.73 - $76.45 $2.59M - $3.06M
196K $15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.17K
- 15.9%
$72.57 - $74.72 $448K - $461K
32.6K $2.43M
TRGP
Targa Resources Corp.

Energy
-1.51K
- 24.44%
$160.52 - $174.4 $242K - $263K
4.67K $782K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2K
- 33.97%
$73.94 - $78.51 $148K - $157K
3.89K $302K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.71K
- 5.13%
$23.29 - $23.38 $110K - $110K
87.1K $2.04M
DIS
Walt Disney CO

Communication Services
-199
- 7.32%
$112.25 - $124.0 $22.3K - $24.7K
2.52K $288K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-108
- 6.51%
$459.11 - $506.91 $49.6K - $54.7K
1.55K $779K
VTV
Vanguard Value ETF

ETFs
-431
- 7.55%
$175.51 - $186.57 $75.6K - $80.4K
5.27K $983K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.05K
- 6.31%
$11.15 - $11.87 $56.3K - $60K
75K $870K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-830
- 3.6%
$25.0 - $25.33 $20.8K - $21K
22.2K $562K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-345
- 2.01%
$46.86 - $48.27 $16.2K - $16.7K
16.8K $805K
BMY
Bristol Myers Squibb CO

Healthcare
-40
- 0.83%
$43.31 - $48.98 $1.73K - $1.96K
4.77K $214K
PFE
Pfizer Inc

Healthcare
-985
- 6.48%
$23.29 - $25.88 $22.9K - $25.5K
14.2K $361K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-145
- 0.28%
$25.09 - $25.19 $3.64K - $3.65K
52.4K $1.32M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-320
- 0.4%
$30.02 - $30.29 $9.61K - $9.69K
79.3K $2.4M
MRK
Merck & Co., Inc.

Healthcare
-200
- 5.84%
$77.6 - $87.37 $15.5K - $17.5K
3.23K $270K
Linde PLC
-10
- 1.21%
N/A
814 $0
UNP
Union Pacific Corp

Industrials
-27
- 1.27%
$214.91 - $237.16 $5.8K - $6.4K
2.1K $497K
IYR
Ishares Tr

ETFs
-60
- 1.04%
$94.16 - $98.46 $5.65K - $5.91K
5.72K $554K
VEU
Vanguard Ftse All World Ex Us

ETFs
-885
- 4.67%
$66.38 - $71.68 $58.7K - $63.4K
18.1K $1.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-220
- 2.96%
$132.9 - $142.03 $29.2K - $31.2K
7.22K $1.02M
DVY
Ishares Tr

ETFs
-130
- 1.79%
$133.88 - $142.57 $17.4K - $18.5K
7.13K $1.01M
ABBV
Abb Vie Inc.

Healthcare
-89
- 4.78%
$184.85 - $231.54 $16.5K - $20.6K
1.77K $410K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-40
- 0.12%
$41.58 - $44.7 $1.66K - $1.79K
32.2K $1.41M
IDV
Ishares Tr

ETFs
-930
- 1.57%
$34.54 - $37.28 $32.1K - $34.7K
58.3K $2.13M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-235
- 1.77%
$126.64 - $135.65 $29.8K - $31.9K
13.1K $1.77M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-265
- 2.71%
$210.88 - $226.87 $55.9K - $60.1K
9.52K $2.16M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-50
- 0.22%
$39.06 - $43.42 $1.95K - $2.17K
22.2K $965K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-94
- 0.82%
$134.94 - $145.86 $12.7K - $13.7K
11.3K $1.65M
GLD
Spdr Gold Trust

ETFs
-525
- 8.13%
$300.96 - $355.47 $158K - $187K
5.93K $2.11M
IAU
Ishares Gold Trust

ETFs
-2.14K
- 4.48%
$61.62 - $72.77 $132K - $156K
45.6K $3.32M
VXF
Vanguard Extended Market ETF

ETFs
-355
- 0.95%
$193.58 - $213.07 $68.7K - $75.6K
37.1K $7.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8.89K
- 3.89%
$617.65 - $666.84 $5.49M - $5.93M
220K $146M
Activity Summary
Buys All Purchases 98 New Holdings 8 Increased Positions 90 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gould Asset Management LLC Portfolio

Follow Gould Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gould Asset Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Gould Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email