Position in TRX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$493,699
+$190,897 QoQ
Shares Held
329,133
0.0% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRX Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Strategic Planning, Inc. holds $493,699 across 1 Gold name. TRX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRX |
TRX GOLD Corp
This page
|
329,133 | $493,699 |
All Filings in TRX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,699 | 329,133 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $302,802 | 329,133 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $204,062 | 329,133 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $102,031 | 329,133 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||