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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 5.8% in Q2 2026, selling an estimated $521K and leaving 94,227 shares worth $7.48M. The position accounts for 1.59% of the portfolio, ranked #15.

Baker Tilly Wealth Management first reported a position in GLDM in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.28M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Baker Tilly Wealth Management held 94,227 shares of SPDR Gold MiniShares Trust worth $7.48M as of Q2 2026.
  • Baker Tilly Wealth Management sold 5,839 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $521K.
  • SPDR Gold MiniShares Trust made up 1.59% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Baker Tilly Wealth Management first reported a position in SPDR Gold MiniShares Trust in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's SPDR Gold MiniShares Trust position peaked at $9.28M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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