Capital Planning Advisors, LLC's ownership history for GLDM

Capital Planning Advisors, LLC currently holds 442.7K shares with a market value of $41.0M. It started holding GLDM on 2024-09-30. At its peak, it held 705.9K shares on 2024-09-30. Its highest holding value was $45.5M on 2025-12-31. At its lowest, it held 442.7K shares on 2026-03-31, with a value of $33.8M on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 104.6K. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 196.3K.