Baker Tilly Wealth Management, LLC World Gold Trust Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q1 2025

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 65,320 shares of GLDM stock, worth $4.26 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

65,320

Previous 52,495 24.43%

Holding current value

$4.26 Million

Previous $2.73 Million 46.11%

% of portfolio

1.6%

Previous 1.09%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$52.19 - $61.89 $669,336 - $793,739	12,825 Added 24.43%	65,320 $3.99 Million
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

642

Shares Held

141M

Call Options Held

Put Options Held

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About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $9.58B

More about GLDM

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Baker Tilly Wealth Management, LLC World Gold Trust Transaction History