Position in AU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,313,086
-$235,424 QoQ
Shares Held
16,233
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#245
of 555 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AU Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Compound Planning, Inc. holds $9,783,439 across 10 Gold names. AU ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
20,390 | $1,904,426 | |
| 2 | B |
Barrick Mining Corp
|
50,222 | $1,844,653 | |
| 3 | AU |
AngloGold Ashanti PLC
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|
16,233 | $1,313,086 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
|
11,323 | $1,271,798 | |
| 5 | GFI |
Gold Fields Ltd
|
30,786 | $1,034,101 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
6,588 | $1,021,996 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
2,309 | $481,287 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
27,385 | $416,525 |
All Filings in AU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,313,086 | 16,233 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,548,510 | 15,905 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,482,678 | 17,386 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,170,642 | 16,645 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $729,302 | 16,004 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $556,577 | 14,994 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $252,910 | 10,958 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $450,233 | 16,907 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $227,250 | 9,043 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||