BTWM
Baker Tilly Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Buy |
79,918
+14,598
| +22% | +$956K | 1.87% | 11 |
|
|
2025
Q1 | $4.04M | Buy |
65,320
+12,825
| +24% | +$794K | 1.59% | 14 |
|
|
2024
Q4 | $2.73M | Buy |
52,495
+2,165
| +4% | +$113K | 1.07% | 19 |
|
|
2024
Q3 | $2.62M | Sell |
50,330
-1,960
| -4% | -$102K | 1.16% | 16 |
|
|
2024
Q2 | $2.41M | Sell |
52,290
-24,140
| -32% | -$1.11M | 0.99% | 17 |
|
|
2024
Q1 | $3.37M | Buy |
76,430
+12,548
| +20% | +$553K | 0.61% | 29 |
|
|
2023
Q4 | $2.61M | Sell |
63,882
-14,820
| -19% | -$606K | 0.43% | 47 |
|
|
2023
Q3 | $2.89M | Sell |
78,702
-17,986
| -19% | -$659K | 0.48% | 42 |
|
|
2023
Q2 | $3.68M | Sell |
96,688
-11,084
| -10% | -$422K | 0.39% | 60 |
|
|
2023
Q1 | $4.21M | Buy |
107,772
+51,662
| +92% | +$2.02M | 0.47% | 45 |
|
|
2022
Q4 | $2.03M | Sell |
56,110
-4,570
| -8% | -$165K | 0.25% | 94 |
|
|
2022
Q3 | $2M | Sell |
60,680
-25,173
| -29% | -$830K | 0.27% | 80 |
|
|
2022
Q2 | $3.08M | Sell |
85,853
-31,215
| -27% | -$1.12M | 0.4% | 60 |
|
|
2022
Q1 | $4.5M | Sell |
117,068
-45,206
| -28% | -$1.74M | 0.5% | 45 |
|
|
2021
Q4 | $2.95M | Buy |
162,274
+42,333
| +35% | +$770K | 0.32% | 66 |
|
|
2021
Q3 | $2.09M | Sell |
119,941
-1,491
| -1% | -$26K | 0.28% | 71 |
|
|
2021
Q2 | $2.14M | Buy |
121,432
+1,595
| +1% | +$28.1K | 0.34% | 62 |
|
|
2021
Q1 | $2.04M | Sell |
119,837
-2,794
| -2% | -$47.5K | 0.42% | 57 |
|
|
2020
Q4 | $2.32M | Buy |
+122,631
| New | +$2.32M | 0.72% | 31 |
|