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Disclosery

Compound Planning, Inc.: GLD position timeline

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

Compound Planning, Inc. held 10,254 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,254 shares
    Change vs previous 13F +818 shares

    0.1% of the 13F portfolio, value $3,777,279.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    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 9,436 shares
    Change vs previous 13F +68 shares

    0.13% of the 13F portfolio, value $4,060,159.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    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 9,368 shares
    Change vs previous 13F +2,099 shares

    0.11% of the 13F portfolio, value $3,712,746.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    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 7,269 shares
    Change vs previous 13F -70 shares

    0.08% of the 13F portfolio, value $2,583,971.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    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 7,339 shares
    Change vs previous 13F +500 shares

    0.08% of the 13F portfolio, value $2,237,070.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    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 6,839 shares
    Change vs previous 13F +36 shares

    0.09% of the 13F portfolio, value $1,970,482.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    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 6,803 shares
    Change vs previous 13F +646 shares

    0.08% of the 13F portfolio, value $1,647,240.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 6,157 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,496,553.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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