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Gould Capital, LLC Historic Quarter Change: USA ETF, Sold Out

Gould Capital, LLC historic quarter change: USA ETF, Sold out

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.

  • Q1 2026: Stock NUV; Country of operation —; Class CEF; Shares before 1,550.
  • Q4 2025: Stock SHY; Country of operation —; Class ETF; Shares before 9,500.
  • Q4 2025: Stock LQD; Country of operation —; Class ETF; Shares before 40.
  • Q4 2025: Stock TLH; Country of operation —; Class ETF; Shares before 38.

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
Q1 2026NUV
NUVEEN MUN VALUE FD INC COM
CEF1,5500-1,550$14,043$0-$14,0432026-05-18
Q4 2025SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
ETF9,5000-9,500$788,120$0-$788,1202026-02-13
Q4 2025LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
ETF400-40$4,459$0-$4,4592026-02-13
Q4 2025TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
ETF380-38$3,914$0-$3,9142026-02-13
Q4 2025TLT
ISHARES 20 YEAR TREASURY BOND ETF
ETF380-38$3,396$0-$3,3962026-02-13
Q4 2025IYR
ISHARES U.S. REAL ESTATE ETF
ETF320-32$3,107$0-$3,1072026-02-13
Q4 2025TIP
ISHARES TIPS BOND ETF
ETF250-25$2,781$0-$2,7812026-02-13
Q4 2025TECL
DIREXION DAILY TECHNOLOGY BULL 3X SHARES
ETF180-18$2,239$0-$2,2392026-02-13
Q4 2025RWX
SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF
ETF710-71$1,975$0-$1,9752026-02-13
Q3 2025AOM
ISHARES CORE 40/60 MODERATE ALLOCATION ETF
ETF950-95$4,374$0-$4,3742025-11-17
Q3 2025SCHD
SCHWAB US DIVIDEND EQUITY ETF
ETF350-35$927$0-$9272025-11-17
Q2 2025EFA
ISHARES MSCI EAFE ETF
ETF720-72$5,885$0-$5,8852025-08-14
Q2 2025VOOG
VANGUARD S&P 500 GROWTH ETF
ETF130-13$4,374$0-$4,3742025-08-14
Q2 2025EEM
ISHARES MSCI EMERGING MARKETS ETF
ETF280-28$1,224$0-$1,2242025-08-14
Q2 2025EFG
ISHARES MSCI EAFE GROWTH ETF
ETF50-5$500$0-$5002025-08-14
Q2 2025ETG
EATON VANCE TX ADV GLBL DIV FD COM
CEF000$0$0$02025-08-14
Q1 2025ISHARES INC FRONTIER AND SEL
CUSIP 464286145
ETF83,8240-83,824$2,274,985$0-$2,274,9852025-05-14
Q1 2025JHI
HANCOCK JOHN INVT TR II COM
CEF3,1020-3,102$42,432$0-$42,4322025-05-14
Q1 2025SDIV
GLOBAL X SUPERDIVIDEND ETF
ETF1,6620-1,662$34,265$0-$34,2652025-05-14
Q1 2025CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
CEF5000-500$8,855$0-$8,8552025-05-14
Q1 2025BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETF460-46$4,159$0-$4,1592025-05-14
Q1 2025STPZ
PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
ETF770-77$4,027$0-$4,0272025-05-14
Q4 2024QID
PROSHARES ULTRASHORT QQQ
ETF150-15$543$0-$5432025-02-21
Q4 2024SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
ETF10-1$83$0-$832025-02-21
Q2 2024EAOR
ISHARES ESG AWARE GROWTH ALLOCATION ETF
ETF1740-174$5,288$0-$5,2882024-08-15
Q1 2024VTEB
VANGUARD TAX-EXEMPT BOND ETF
ETF2,3500-2,350$119,968$0-$119,9682024-05-13
Q1 2024VOX
VANGUARD COMMUNICATION SERVICES ETF
ETF5500-550$64,748$0-$64,7482024-05-13
Q1 2024VAW
VANGUARD MATERIALS ETF
ETF1000-100$18,994$0-$18,9942024-05-13

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