Baker Tilly Wealth Management, LLC World Gold Trust Transaction History

Baker Tilly Wealth Management, LLC

  • $239 Million
  • Q2 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in World Gold Trust stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 52,290 shares of GLDM stock, worth $2.75 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
52,290
Previous 76,430 31.58%
Holding current value
$2.75 Million
Previous $3.37 Million 28.4%
% of portfolio
1.01%
Previous 0.62%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$44.52 - $48.11 $1.07 Million - $1.16 Million
-24,140 Reduced 31.58%
52,290 $2.41 Million
Q1 2024

May 09, 2024
BUY
$39.49 - $44.05 $495,520 - $552,739
12,548 Added 19.64%
76,430 $3.37 Million
Q4 2023

Jan 10, 2024
SELL
$36.11 - $41.23 $535,150 - $611,028
-14,820 Reduced 18.83%
63,882 $2.61 Million
Q3 2023

Oct 10, 2023
SELL
$36.66 - $39.25 $659,366 - $705,950
-17,986 Reduced 18.6%
78,702 $2.89 Million
Q2 2023

Jul 20, 2023
SELL
$37.86 - $40.67 $419,640 - $450,786
-11,084 Reduced 10.28%
96,688 $3.68 Million
Q1 2023

Apr 12, 2023
BUY
$35.95 - $39.66 $1.86 Million - $2.05 Million
51,662 Added 92.07%
107,772 $4.21 Million
Q4 2022

Jan 26, 2023
SELL
$32.3 - $36.19 $147,611 - $165,388
-4,570 Reduced 7.53%
56,110 $0
Q3 2022

Oct 20, 2022
SELL
$32.24 - $35.87 $811,577 - $902,955
-25,173 Reduced 29.32%
60,680 $2 Million
Q2 2022

Jul 28, 2022
BUY
$35.88 - $39.31 $3.08 Million - $3.37 Million
85,853 New
85,853 $3.08 Million

Others Institutions Holding GLDM

# of Institutions
420
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About World Gold Trust

GLDM Quotes by TradingView
  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.72B
More about GLDM
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