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Planning Center, Inc.

SEC CIK
0001910966
Latest filing
Jul 29, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Planning Center, Inc., 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)
931
Value
$343.0K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of GLD by Planning Center, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026931$343.0K<0.1%+28+3.1%AddedHolders
Q1 2026903$388.6K<0.1%00.0%UnchangedHolders
Q4 2025903$357.9K<0.1%00.0%UnchangedHolders
Q3 2025903$321.0K<0.1%+30+3.4%AddedHolders
Q2 2025873$266.1K<0.1%+16+1.9%AddedHolders
Q1 2025857$246.9K<0.1%00.0%UnchangedHolders
Q4 2024857$207.5K<0.1%00.0%UnchangedHolders
Q3 2024857$208.3K<0.1%+857NewHolders