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

Baker Tilly Wealth Management’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.06M Buy
98,042
+3,815
+4% +$322K 1.58% 16
2026
Q2 		$7.48M Sell
94,227
-5,839
-6% -$521K 1.59% 15
2026
Q1 		$9.28M Buy
100,066
+2,642
+3% +$255K 2.26% 5
2025
Q4 		$8.32M Buy
97,424
+5,948
+7% +$489K 2.05% 8
2025
Q3 		$6.99M Buy
91,476
+11,558
+14% +$792K 1.58% 13
2025
Q2 		$5.24M Buy
79,918
+14,598
+22% +$950K 1.87% 11
2025
Q1 		$4.04M Buy
65,320
+12,825
+24% +$728K 1.59% 14
2024
Q4 		$2.73M Buy
52,495
+2,165
+4% +$114K 1.07% 19
2024
Q3 		$2.62M Sell
50,330
-1,960
-4% -$96.2K 1.16% 16
2024
Q2 		$2.41M Sell
52,290
-24,140
-32% -$1.12M 0.99% 17
2024
Q1 		$3.37M Buy
76,430
+12,548
+20% +$516K 0.61% 29
2023
Q4 		$2.61M Sell
63,882
-14,820
-19% -$581K 0.43% 47
2023
Q3 		$2.89M Sell
78,702
-17,986
-19% -$688K 0.48% 42
2023
Q2 		$3.68M Sell
96,688
-11,084
-10% -$435K 0.39% 60
2023
Q1 		$4.21M Buy
107,772
+51,662
+92% +$1.94M 0.47% 45
2022
Q4 		$2.03M Sell
56,110
-4,570
-8% -$157K 0.25% 94
2022
Q3 		$2M Sell
60,680
-25,173
-29% -$863K 0.27% 80
2022
Q2 		$3.08M Sell
85,853
-31,215
-27% -$1.16M 0.4% 60
2022
Q1 		$4.5M Buy
117,068
+35,931
+44% +$1.34M 0.5% 45
2021
Q4 		$2.95M Buy
81,137
+21,166
+35% +$756K 0.32% 66
2021
Q3 		$2.09M Sell
59,971
-745
-1% -$26.5K 0.28% 71
2021
Q2 		$2.14M Buy
60,716
+797
+1% +$28.8K 0.34% 62
2021
Q1 		$2.04M Sell
59,919
-1,397
-2% -$49.9K 0.42% 57
2020
Q4 		$2.32M Buy
+61,316
New +$2.29M 0.72% 31

Other funds holding GLDM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Baker Tilly Wealth Management's GLDM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 4% in Q3 2026, buying an estimated $322K and bringing the position to 98,042 shares worth $8.06M. The position accounts for 1.58% of the portfolio, ranked #16.

Baker Tilly Wealth Management first reported a position in GLDM in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.28M in Q1 2026. 90 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • Baker Tilly Wealth Management held 98,042 shares of SPDR Gold MiniShares Trust worth $8.06M as of Q3 2026.
  • Baker Tilly Wealth Management bought 3,815 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $322K.
  • SPDR Gold MiniShares Trust made up 1.58% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Baker Tilly Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's SPDR Gold MiniShares Trust position peaked at $9.28M in Q1 2026.
  • 90 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.