BAKER TILLY WEALTH MANAGEMENT, LLC GLDM Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's SPDR Gold MiniShares Trust Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 79,918.00 shares of SPDR Gold MiniShares Trust(GLDM), totaling $5.24 Mil. This investment constitutes 1.87% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding SPDR Gold MiniShares Trust(GLDM) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 7 purchases of GLDM, at an average price of $40.70, for a total of 212,211.00 shares. In addition, there have been 10 sales at an average price of $38.92 for 132,293.00 shares. Based on historical transaction data and GLDM's current price of $66.48, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his GLDM holdings is $1.82 Mil, reflecting a 21.12% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC GLDM ($66.48) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC GLDM ($66.48) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
