Position in B
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,844,653
-$117,142 QoQ
Shares Held
50,222
+4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#384
of 1,002 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B 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. B ranks #2 (18.9% 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
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|
50,222 | $1,844,653 | |
| 3 | AU |
AngloGold Ashanti PLC
|
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 B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,844,653 | 50,222 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,961,795 | 48,095 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,133,252 | 48,984 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,489,167 | 45,443 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $405,073 | 19,456 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||