BTWM
Baker Tilly Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
19,311
-363
| -2% | -$111K | 2.1% | 9 |
|
|
2025
Q1 | $5.67M | Sell |
19,674
-433
| -2% | -$125K | 2.22% | 9 |
|
|
2024
Q4 | $4.87M | Sell |
20,107
-54
| -0.3% | -$13.1K | 1.91% | 10 |
|
|
2024
Q3 | $4.9M | Sell |
20,161
-288
| -1% | -$70K | 2.17% | 8 |
|
|
2024
Q2 | $4.4M | Sell |
20,449
-115
| -0.6% | -$24.7K | 1.8% | 10 |
|
|
2024
Q1 | $4.23M | Sell |
20,564
-3,738
| -15% | -$769K | 0.76% | 20 |
|
|
2023
Q4 | $4.65M | Sell |
24,302
-1,059
| -4% | -$202K | 0.76% | 18 |
|
|
2023
Q3 | $4.35M | Sell |
25,361
-104
| -0.4% | -$17.8K | 0.72% | 22 |
|
|
2023
Q2 | $4.54M | Sell |
25,465
-411
| -2% | -$73.3K | 0.48% | 45 |
|
|
2023
Q1 | $4.74M | Buy |
25,876
+508
| +2% | +$93.1K | 0.53% | 40 |
|
|
2022
Q4 | $4.3M | Sell |
25,368
-24
| -0.1% | -$4.07K | 0.53% | 48 |
|
|
2022
Q3 | $3.93M | Sell |
25,392
-228
| -0.9% | -$35.3K | 0.54% | 39 |
|
|
2022
Q2 | $4.27M | Buy |
25,620
+630
| +3% | +$105K | 0.56% | 39 |
|
|
2022
Q1 | $4.52M | Sell |
24,990
-6,634
| -21% | -$1.2M | 0.5% | 44 |
|
|
2021
Q4 | $5.41M | Buy |
31,624
+29,416
| +1,332% | +$5.03M | 0.58% | 35 |
|
|
2021
Q3 | $363K | Hold |
2,208
| – | – | 0.05% | 383 |
|
|
2021
Q2 | $366K | Hold |
2,208
| – | – | 0.06% | 352 |
|
|
2021
Q1 | $353K | Buy |
2,208
+5
| +0.2% | +$799 | 0.07% | 319 |
|
|
2020
Q4 | $393K | Buy |
+2,203
| New | +$393K | 0.12% | 187 |
|