BAKER TILLY WEALTH MANAGEMENT, LLC GLD Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's SPDR Gold Shares ETF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 19,311.00 shares of SPDR Gold Shares ETF(GLD), totaling $5.89 Mil. This investment constitutes 2.1% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 4 purchases of GLD, at an average price of $168.73, for a total of 32,762.00 shares. In addition, there have been 12 sales at an average price of $188.72 for 13,451.00 shares. Based on historical transaction data and GLD's current price of $309.14, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his GLD holdings is $2.98 Mil, reflecting a 53.91% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC GLD ($309.14) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC GLD ($309.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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