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Compound Planning, Inc.: IAU position timeline

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

Compound Planning, Inc. held 111,023 IAU 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 111,023 shares
    Change vs previous 13F -9,071 shares

    0.22% of the 13F portfolio, value $8,383,379.

    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 120,094 shares
    Change vs previous 13F -8,263 shares

    0.33% of the 13F portfolio, value $10,587,505.

    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 128,357 shares
    Change vs previous 13F +2,948 shares

    0.31% of the 13F portfolio, value $10,418,722.

    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 125,409 shares
    Change vs previous 13F +2,868 shares

    0.3% of the 13F portfolio, value $9,126,044.

    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 122,541 shares
    Change vs previous 13F +5,261 shares

    0.29% of the 13F portfolio, value $7,641,645.

    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 117,280 shares
    Change vs previous 13F -6,685 shares

    0.32% of the 13F portfolio, value $6,914,849.

    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 123,965 shares
    Change vs previous 13F +15,717 shares

    0.31% of the 13F portfolio, value $6,137,524.

    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 108,248 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,379,943.

    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).