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Livermore
Livermore
ZHEN

Baker Tilly Wealth Management, LLC

SEC CIK
0001840565
Latest filing
Jul 17, 2026

GLDM holding history

World 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.

GLDM overviewAll 13F holders of GLDMFull Q2 2026 holdings

Shares (Q2 2026)
94,227
Value
$7.48M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of GLDM by Baker Tilly Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694,227$7.48M1.6%−5,839−5.8%ReducedHolders
Q1 2026100,066$9.28M2.3%+2,642+2.7%AddedHolders
Q4 202597,424$8.32M2.0%+5,948+6.5%AddedHolders
Q3 202591,476$6.99M1.6%+11,558+14.5%AddedHolders
Q2 202579,918$5.24M1.9%+14,598+22.3%AddedHolders
Q1 202565,320$4.04M1.6%+12,825+24.4%AddedHolders
Q4 202452,495$2.73M1.1%+2,165+4.3%AddedHolders
Q3 202450,330$2.62M1.2%−1,960−3.7%ReducedHolders
Q2 202452,290$2.41M1.0%−24,140−31.6%ReducedHolders
Q1 202476,430$3.37M0.6%+12,548+19.6%AddedHolders
Q4 202363,882$2.61M0.4%−14,820−18.8%ReducedHolders
Q3 202378,702$2.89M0.5%−17,986−18.6%ReducedHolders
Q2 202396,688$3.68M0.4%−11,084−10.3%ReducedHolders
Q1 2023107,772$4.21M0.5%+51,662+92.1%AddedHolders
Q4 202256,110$2.03M0.3%−4,570−7.5%ReducedHolders
Q3 202260,680$2.00M0.3%−25,173−29.3%ReducedHolders
Q2 202285,853$3.08M0.4%−31,215−26.7%ReducedHolders
Q1 2022117,068$4.50M0.5%+35,931+44.3%AddedConverted for a 1-for-2 splitHolders
Q4 2021162,274$2.95M0.3%+42,333+35.3%AddedHolders
Q3 2021119,941$2.09M0.3%−1,491−1.2%ReducedHolders
Q2 2021121,432$2.14M0.3%+1,595+1.3%AddedHolders
Q1 2021119,837$2.04M0.4%––Holders

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