Institutional Fund
Gould Capital, LLC
Tacoma, WACIK 19089655 filings on record
Portfolio Value
$165.26M
Q1 2026
Holdings
204
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+1.8%
from $162.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds10.0%
- Ishares Tr9.1%
- Vanguard Bd Index Fds9.0%
- Vanguard Charlotte Fds5.0%
- Vanguard Intl Equity Index F4.3%
- Spdr Gold Tr3.3%
- Other59.3%
Portfolio Holdings
204 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 258.9K | $16.59M | 10.0% | +18.3K | Added |
| 2 | Ishares Tr | 126.5K | $15.01M | 9.1% | +20.4K | Added |
| 3 | Vanguard Bd Index Fds | 201.7K | $14.86M | 9.0% | +31.8K | Added |
| 4 | Vanguard Charlotte Fds | 173.1K | $8.32M | 5.0% | +18.2K | Added |
| 5 | Vanguard Intl Equity Index F | 131.3K | $7.10M | 4.3% | +8.0K | Added |
| 6 | Spdr Gold Tr | 12.6K | $5.42M | 3.3% | −2.1K | Reduced |
| 7 | Apple Inc | 19.7K | $4.99M | 3.0% | −210 | Reduced |
| 8 | Verizon Communications Inc | 80.1K | $4.02M | 2.4% | +2.4K | Added |
| 9 | Costco Whsl Corp New | 4.0K | $3.95M | 2.4% | +385 | Added |
| 10 | Microsoft Corp | 10.2K | $3.77M | 2.3% | +97 | Added |
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