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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Cornerstone Planning Group 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 Q2 2026 holdings

Shares (Q2 2026)
5,915
Value
$2.24M
% of portfolio
0.3%
Quarters held
10
Since Q3 2023
Holdings of GLD by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,915$2.24M0.3%+251+4.4%AddedHolders
Q1 20265,664$2.37M0.3%+3,161+126.3%AddedHolders
Q4 20252,503$1.24M0.2%+1,521+154.9%AddedHolders
Q3 2025982$32.2K<0.1%+786+401.0%AddedHolders
Q2 2025196$61.0K<0.1%+1+0.5%AddedHolders
Q1 2025195$59.2K<0.1%00.0%UnchangedHolders
Q4 2024195$49.3K<0.1%00.0%UnchangedHolders
Q3 2024195$49.9K<0.1%00.0%UnchangedHolders
Q2 2024195$43.4K<0.1%+195NewHolders
Q4 20230$00.0%−29−100.0%Sold outHolders
Q3 202329$4.97K<0.1%+29NewHolders