Baker Tilly Wealth Management, LLC World Gold Trust Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 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 97,424 shares of GLDM stock, worth $7.88 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
97,424
Previous 91,476
6.5%
Holding current value
$7.88 Million
Previous $6.99 Million
12.7%
% of portfolio
2.09%
Previous 1.63%
Shares
15 transactions
Others Institutions Holding GLDM
# of Institutions
829Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B