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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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