Baker Tilly Wealth Management, LLC

SEC CIK: 0001840565
Latest filing: Oct 5, 2026

SEC filings (opens in a new tab)

GLD holding history

SPDR Gold Trust in every 13F filed by Baker Tilly Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overview All 13F holders of GLD Full Q3 2026 holdings

Shares (Q3 2026): 10,142
Value: $3.86M
% of portfolio: 0.8%
Quarters held: 23; Since Q1 2021

Holdings of GLD by Baker Tilly Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	10,142	$3.86M	0.8%	−186−1.8%	Reduced	Holders
Q2 2026	10,328	$3.80M	0.8%	−661−6.0%	Reduced	Holders
Q1 2026	10,989	$4.73M	1.1%	−1,566−12.5%	Reduced	Holders
Q4 2025	12,555	$4.98M	1.2%	−6,031−32.4%	Reduced	Holders
Q3 2025	18,586	$6.61M	1.5%	−725−3.8%	Reduced	Holders
Q2 2025	19,311	$5.89M	2.1%	−363−1.8%	Reduced	Holders
Q1 2025	19,674	$5.67M	2.2%	−433−2.2%	Reduced	Holders
Q4 2024	20,107	$4.87M	1.9%	−54−0.3%	Reduced	Holders
Q3 2024	20,161	$4.90M	2.2%	−288−1.4%	Reduced	Holders
Q2 2024	20,449	$4.40M	1.8%	−115−0.6%	Reduced	Holders
Q1 2024	20,564	$4.23M	0.8%	−3,738−15.4%	Reduced	Holders
Q4 2023	24,302	$4.65M	0.8%	−1,059−4.2%	Reduced	Holders
Q3 2023	25,361	$4.35M	0.7%	−104−0.4%	Reduced	Holders
Q2 2023	25,465	$4.54M	0.5%	−411−1.6%	Reduced	Holders
Q1 2023	25,876	$4.74M	0.5%	+508+2.0%	Added	Holders
Q4 2022	25,368	$4.30M	0.5%	−24−0.1%	Reduced	Holders
Q3 2022	25,392	$3.93M	0.5%	−228−0.9%	Reduced	Holders
Q2 2022	25,620	$4.27M	0.6%	+630+2.5%	Added	Holders
Q1 2022	24,990	$4.51M	0.5%	−6,634−21.0%	Reduced	Holders
Q4 2021	31,624	$5.41M	0.6%	+29,416+1,332.2%	Added	Holders
Q3 2021	2,208	$363.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	2,208	$366.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	2,208	$353.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.