Capital Planning Advisors, LLC
Holdings in GLDM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $45,522,698 | 533,240 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $41,842,843 | 547,323 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $36,053,690 | 550,270 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $39,546,657 | 638,983 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $33,750,348 | 649,170 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $36,799,088 | 705,910 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $28,891,700 | 626,854 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $28,662,630 | 650,684 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $25,362,440 | 619,957 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $23,588,363 | 643,436 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $25,153,798 | 660,378 | Shares | Sole | 2023-08-01 |
| 2023-03-31 | $24,872,473 | 635,962 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $19,370,552 | 535,246 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $18,510,486 | 561,264 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $26,943,476 | 750,933 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $27,896,674 | 725,154 | Shares | Sole | 2022-05-10 |