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Capital Planning Advisors, LLC: GLDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Planning Advisors, LLC on GLDM, newest first. How the timeline and the estimate are built.

Capital Planning Advisors, LLC held 442,711 GLDM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 442,711 shares
    Change vs previous 13F -90,529 shares

    5.93% of the 13F portfolio, value $41,034,883.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 533,240 shares
    Change vs previous 13F -14,083 shares

    6.09% of the 13F portfolio, value $45,522,699.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 547,323 shares
    Change vs previous 13F -2,947 shares

    5.75% of the 13F portfolio, value $41,842,843.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 550,270 shares
    Change vs previous 13F -88,713 shares

    5.29% of the 13F portfolio, value $36,053,690.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 638,983 shares
    Change vs previous 13F -10,187 shares

    6.1% of the 13F portfolio, value $39,546,658.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 649,170 shares
    Change vs previous 13F -56,740 shares

    5.21% of the 13F portfolio, value $33,750,348.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 705,910 shares
    Change vs previous 13F +79,056 shares

    5.56% of the 13F portfolio, value $36,799,088.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 626,854 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $28,891,701.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).