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Gould Capital, LLC Historic Quarter Change: USA ETF, New

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Gould Capital, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Gould Capital, LLC opened 47 positions, added to 154, reduced 142 and sold out of 28.

  • Q2 2026: Stock ESGV; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock VSGX; Country of operation —; Class ETF; Shares before 0.
  • Q2 2026: Stock SPCX; Country of operation —; Class Stock; Shares before 0.
  • Q2 2026: Stock POWR; Country of operation —; Class ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1908965), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-18); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ESGV
VANGUARD ESG U.S. STOCK ETF		ETF01,089+1,089$0$144,009+$144,0092026-08-07
Q2 2026VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF		ETF0467+467$0$38,453+$38,4532026-08-07
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP CLASS A COM STK		Stock0135+135$0$23,066+$23,0662026-08-07
Q2 2026POWR
ISHARES U.S. POWER INFRASTRUCTURE ETF		ETF0400+400$0$11,184+$11,1842026-08-07
Q2 2026IFRA
ISHARES U.S. INFRASTRUCTURE ETF		ETF0175+175$0$11,032+$11,0322026-08-07
Q1 2026SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF		ETF02,709+2,709$0$123,666+$123,6662026-05-18
Q1 2026SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF		ETF01,252+1,252$0$58,731+$58,7312026-05-18
Q1 2026MQY
BLACKROCK MUNIYILD QULT FD INC COM		CEF0308+308$0$3,382+$3,3822026-05-18
Q1 2026AIPO
DEFIANCE AI & POWER INFRASTRUCTURE ETF		ETF020+20$0$499+$4992026-05-18
Q1 2026BITU
PROSHARES ULTRA BITCOIN ETF		ETF040+40$0$466+$4662026-05-18
Q4 2025VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF		ETF01,650+1,650$0$124,691+$124,6912026-02-13
Q4 2025VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF		ETF0500+500$0$50,788+$50,7882026-02-13
Q3 2025SHY
ISHARES 1-3 YEAR TREASURY BOND ETF		ETF09,500+9,500$0$788,120+$788,1202025-11-17
Q3 2025SPAB
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF		ETF01,000+1,000$0$25,850+$25,8502025-11-17
Q2 2025SPYM
SPDR PORTFOLIO S&P 500 ETF		United StatesETF02,412+2,412$0$175,328+$175,3282025-08-14
Q2 2025VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF		ETF0492+492$0$33,992+$33,9922025-08-14
Q2 2025BNDW
VANGUARD TOTAL WORLD BOND ETF		ETF0355+355$0$24,612+$24,6122025-08-14
Q2 2025VOX
VANGUARD COMMUNICATION SERVICES ETF		ETF09+9$0$1,539+$1,5392025-08-14
Q2 2025VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF		ETF013+13$0$982+$9822025-08-14
Q2 2025VTI
VANGUARD TOTAL STOCK MARKET ETF		ETF03+3$0$912+$9122025-08-14
Q1 2025VTHR
VANGUARD RUSSELL 3000 ETF		ETF012+12$0$2,970+$2,9702025-05-14
Q1 2025SCHD
SCHWAB US DIVIDEND EQUITY ETF		ETF035+35$0$968+$9682025-05-14
Q1 2025ETG
EATON VANCE TX ADV GLBL DIV FD COM		CEF000$0$0$02025-05-14
Q4 2024BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND		ETF046+46$0$4,159+$4,1592025-02-21
Q4 2024STPZ
PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND		ETF077+77$0$4,027+$4,0272025-02-21
Q3 2024IBIT
ISHARES BITCOIN TRUST ETF		ETF020,478+20,478$0$739,870+$739,8702024-11-18
Q3 2024VPU
VANGUARD UTILITIES ETF		ETF030+30$0$5,222+$5,2222024-11-18
Q3 2024EFT
EATON VANCE FLTING RATE INC TR COM		CEF0389+389$0$5,010+$5,0102024-11-18
Q3 2024SLX
VANECK STEEL ETF		ETF014+14$0$986+$9862024-11-18
Q3 2024QID
PROSHARES ULTRASHORT QQQ		ETF015+15$0$543+$5432024-11-18
Q2 2024VOOG
VANGUARD S&P 500 GROWTH ETF		ETF013+13$0$4,335+$4,3352024-08-15
Q2 2024SMH
VANECK SEMICONDUCTOR ETF		ETF015+15$0$3,911+$3,9112024-08-15
Q2 2024VOO
VANGUARD S&P 500 ETF		ETF06+6$0$3,001+$3,0012024-08-15
Q2 2024SABA
SABA CAPITAL INCOME & OPPORTUN COM NEW		CEF0300+300$0$2,340+$2,3402024-08-15
Q2 2024AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF		United StatesETF098+98$0$2,254+$2,2542024-08-15
Q2 2024HDV
ISHARES CORE HIGH DIVIDEND ETF		ETF018+18$0$1,957+$1,9572024-08-15
Q2 2024TECL
DIREXION DAILY TECHNOLOGY BULL 3X SHARES		ETF018+18$0$1,753+$1,7532024-08-15
Q2 2024VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF		ETF015+15$0$1,028+$1,0282024-08-15
Q2 2024URA
GLOBAL X URANIUM ETF		ETF035+35$0$1,013+$1,0132024-08-15
Q2 2024IJH
ISHARES CORE S&P MID-CAP ETF		ETF016+16$0$936+$9362024-08-15
Q2 2024VNQ
VANGUARD REAL ESTATE ETF		ETF011+11$0$921+$9212024-08-15
Q2 2024VOT
VANGUARD MID-CAP GROWTH ETF		ETF04+4$0$918+$9182024-08-15
Q2 2024VIG
VANGUARD DIVIDEND APPRECIATION ETF		ETF05+5$0$913+$9132024-08-15
Q2 2024DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST		ETF02+2$0$782+$7822024-08-15
Q2 2024IYH
ISHARES U.S. HEALTHCARE ETF		ETF012+12$0$735+$7352024-08-15
Q2 2024EFG
ISHARES MSCI EAFE GROWTH ETF		ETF05+5$0$512+$5122024-08-15
Q2 2024SHY
ISHARES 1-3 YEAR TREASURY BOND ETF		ETF01+1$0$82+$822024-08-15

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