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Gould Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gould Capital’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-95
Closed -$4.37K – 215
2025
Q2 		$4.37K Sell
95
-1,575
-94% -$69.6K ﹤0.01% 167
2025
Q1 		$73.3K Hold
1,670
– – 0.05% 66
2024
Q4 		$72.5K Buy
1,670
+300
+22% +$13.3K 0.05% 68
2024
Q3 		$61.8K Sell
1,370
-20
-1% -$877 0.04% 77
2024
Q2 		$59.8K Sell
1,390
-50
-3% -$2.12K 0.04% 80
2024
Q1 		$61.6K Sell
1,440
-49
-3% -$2.05K 0.04% 77
2023
Q4 		$61.8K Sell
1,489
-55
-4% -$2.18K 0.05% 75
2023
Q3 		$59.7K Sell
1,544
-1,155
-43% -$46.2K 0.05% 71
2023
Q2 		$109K Sell
2,699
-37
-1% -$1.48K 0.08% 55
2023
Q1 		$109K Buy
2,736
+1,006
+58% +$39.5K 0.08% 56
2022
Q4 		$65.8K Buy
1,730
+68
+4% +$2.58K 0.05% 74
2022
Q3 		$61K Buy
1,662
+12
+0.7% +$470 0.05% 69
2022
Q2 		$64K Buy
1,650
+505
+44% +$20.4K 0.05% 70
2022
Q1 		$49K Hold
1,145
– – 0.04% 77
2021
Q4 		$52K Buy
+1,145
New +$51.9K 0.04% 83

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gould Capital's AOM Position: Q3 2025 in Review

Gould Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 95 shares — an estimated $4.37K sold.

Gould Capital first reported a position in AOM in Q4 2021 and held it in 15 quarters. The position peaked at $109K in Q2 2023. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Gould Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Gould Capital sold 95 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $4.37K.
  • Gould Capital first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 15 quarters.
  • Gould Capital's iShares Core Moderate Allocation ETF position peaked at $109K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Gould Capital's 13F filing for Q3 2025, filed 17 Nov 2025.