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Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q1 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of GLD by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−567−100.0%Sold outHolders
Q4 2025567$224.7K<0.1%+567NewHolders