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Capital Wealth Planning, LLC: GLD position timeline

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

Capital Wealth Planning, LLC held 9,436 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,436 shares
    Change vs previous 13F +1,689 shares

    0.02% of the 13F portfolio, value $3,476,034.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,747 shares
    Change vs previous 13F -5,660 shares

    0.02% of the 13F portfolio, value $3,333,457.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 13,407 shares
    Change vs previous 13F -13,565 shares

    0.03% of the 13F portfolio, value $5,313,328.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,972 shares
    Change vs previous 13F +15,909 shares

    0.07% of the 13F portfolio, value $9,587,737.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,063 shares
    Change vs previous 13F -12,242 shares

    0.03% of the 13F portfolio, value $3,372,334.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 23,305 shares
    Change vs previous 13F +9,899 shares

    0.06% of the 13F portfolio, value $6,715,103.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,406 shares
    Change vs previous 13F -7,284 shares

    0.03% of the 13F portfolio, value $3,245,995.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,690 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,028,911.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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