IIF β€” MORGAN STANLEY INDIA INVS FD

Ownership history in GOULD ASSET MANAGEMENT LLC /CA/  Β·  50 quarters on record

AI Ownership Summary

GOULD ASSET MANAGEMENT LLC /CA/ reported MORGAN STANLEY INDIA INVS FD (IIF) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows IIF at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IIF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOULD ASSET MANAGEMENT LLC /CA/'s position in MORGAN STANLEY INDIA INVS FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IIF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GOULD ASSET MANAGEMENT LLC /CA/ held IIF β€” position size vs. price
% of Fund (quarterly)    IIF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,854 β€” 0% 0.05% $271K 2026-02-14 (Est.) $24.22
2025 Q3 ADDED 10,854 +380 +3.6% 0.05% $286K 2025-10-28 $25.75
2025 Q2 REDUCED 10,474 -90 -0.9% 0.06% $296K 2025-08-05 $25.02
2025 Q1 UNCHANGED 10,564 β€” 0% 0.05% $258K 2025-05-01 $24.34
2024 Q4 REDUCED 10,564 -320 -2.9% 0.06% $267K 2025-02-07 $23.06
2024 Q3 UNCHANGED 10,884 β€” 0% 0.07% $327K 2024-11-12 $23.16
2024 Q2 UNCHANGED 10,884 β€” 0% 0.07% $291K 2024-08-05 $21.80
2024 Q1 UNCHANGED 10,884 β€” 0% 0.06% $250K 2024-05-03 $19.96
2023 Q4 ADDED 10,884 +250 +2.4% 0.06% $234K 2024-02-02 $19.12
41 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IIF

As of 2026 Q1 β€” sorted by position size

GP Brinson Investments LLC 3Y 0.17%

FAQ About GOULD ASSET MANAGEMENT LLC /CA/ and IIF

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOULD ASSET MANAGEMENT LLC /CA/ reported owning IIF?

GOULD ASSET MANAGEMENT LLC /CA/ reported IIF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IIF position in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio?

The largest reported portfolio weight for IIF was 0.07% in 2024 Q3.

What is the latest reported IIF position on this page?

The most recent filing on this page is 2025 Q4, when GOULD ASSET MANAGEMENT LLC /CA/ reported 10,854 shares, equal to 0.05% of portfolio, with an estimated market value of $271K.

What does the chart on this IIF ownership page compare?

The chart compares GOULD ASSET MANAGEMENT LLC /CA/'s quarterly IIF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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