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Baker Tilly Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Baker Tilly Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8M Sell
10,328
-661
-6% -$274K 0.81% 28
2026
Q1 		$4.73M Sell
10,989
-1,566
-12% -$701K 1.15% 23
2025
Q4 		$4.98M Sell
12,555
-6,031
-32% -$2.3M 1.23% 22
2025
Q3 		$6.61M Sell
18,586
-725
-4% -$231K 1.49% 15
2025
Q2 		$5.89M Sell
19,311
-363
-2% -$110K 2.1% 9
2025
Q1 		$5.67M Sell
19,674
-433
-2% -$115K 2.22% 9
2024
Q4 		$4.87M Sell
20,107
-54
-0.3% -$13.3K 1.91% 10
2024
Q3 		$4.9M Sell
20,161
-288
-1% -$66K 2.17% 8
2024
Q2 		$4.4M Sell
20,449
-115
-0.6% -$24.9K 1.8% 10
2024
Q1 		$4.23M Sell
20,564
-3,738
-15% -$717K 0.76% 20
2023
Q4 		$4.65M Sell
24,302
-1,059
-4% -$194K 0.76% 18
2023
Q3 		$4.35M Sell
25,361
-104
-0.4% -$18.6K 0.72% 22
2023
Q2 		$4.54M Sell
25,465
-411
-2% -$75.5K 0.48% 45
2023
Q1 		$4.74M Buy
25,876
+508
+2% +$89.4K 0.53% 40
2022
Q4 		$4.3M Sell
25,368
-24
-0.1% -$3.87K 0.53% 48
2022
Q3 		$3.93M Sell
25,392
-228
-0.9% -$36.7K 0.54% 39
2022
Q2 		$4.27M Buy
25,620
+630
+3% +$110K 0.56% 39
2022
Q1 		$4.51M Sell
24,990
-6,634
-21% -$1.16M 0.5% 44
2021
Q4 		$5.41M Buy
31,624
+29,416
+1,332% +$4.94M 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% +$840 0.07% 319
2020
Q4 		$393K Buy
+2,203
New +$388K 0.12% 187

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baker Tilly Wealth Management's GLD Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its SPDR Gold Trust (GLD) stake by 6% in Q2 2026, selling an estimated $274K and leaving 10,328 shares worth $3.8M. The position accounts for 0.81% of the portfolio, ranked #28.

Baker Tilly Wealth Management first reported a position in GLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.61M in Q3 2025. 3,038 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Baker Tilly Wealth Management held 10,328 shares of SPDR Gold Trust worth $3.8M as of Q2 2026.
  • Baker Tilly Wealth Management sold 661 SPDR Gold Trust shares in Q2 2026, an estimated $274K.
  • SPDR Gold Trust made up 0.81% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Baker Tilly Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's SPDR Gold Trust position peaked at $6.61M in Q3 2025.
  • 3,038 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.