Baker Tilly Wealth Management, LLC World Gold Trust Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 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 52,495 shares of GLDM stock, worth $2.8 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
52,495
Previous 50,330 4.3%
Holding current value
$2.8 Million
Previous $2.62 Million 4.0%
% of portfolio
1.09%
Previous 1.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$50.76 - $55.23 $109,895 - $119,572
2,165 Added 4.3%
52,495 $2.73 Million
Q3 2024

Oct 24, 2024
SELL
$46.2 - $53.01 $90,552 - $103,899
-1,960 Reduced 3.75%
50,330 $2.62 Million
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
484
Shares Held
122M
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 $7.83B
More about GLDM
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email