BAKER TILLY WEALTH MANAGEMENT, LLC

Position in GLDM — World Gold Trust

CIK 1840565 MADISON, WI

Position in GLDM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$7,483,508

-$1,791,609 QoQ

Shares Held

94,227

-5.8% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

3.43%

of 13F equity value

Holder Rank

#167

of 901 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,483,508	94,227	-5.8%	Shares	Sole	2026-07-17
2026-03-31	$9,275,117	100,066	+2.7%	Shares	Sole	2026-04-10
2025-12-31	$8,317,086	97,424	+6.5%	Shares	Sole	2026-01-08
2025-09-30	$6,993,340	91,476	+14.5%	Shares	Sole	2025-10-09
2025-06-30	$5,236,227	79,918	+22.3%	Shares	Sole	2025-07-10
2025-03-31	$4,042,654	65,320	+24.4%	Shares	Sole	2025-04-09
2024-12-31	$2,729,215	52,495	+4.3%	Shares	Sole	2025-01-10
2024-09-30	$2,623,702	50,330	-3.7%	Shares	Sole	2024-10-24
2024-06-30	$2,410,046	52,290	-31.6%	Shares	Sole	2024-07-18
2024-03-31	$3,366,741	76,430	+19.6%	Shares	Sole	2024-05-09
2023-12-31	$2,613,412	63,882	-18.8%	Shares	Sole	2024-01-10
2023-09-30	$2,885,215	78,702	-18.6%	Shares	Sole	2023-10-10
2023-06-30	$3,682,845	96,688	-10.3%	Shares	Sole	2023-07-20
2023-03-31	$4,214,962	107,772	+92.1%	Shares	Sole	2023-04-12
2022-12-31	$2,030,620	56,110	-7.5%	Shares	Sole	2023-01-26
2022-09-30	$2,001,226	60,680	-29.3%	Shares	Sole	2022-10-20
2022-06-30	$3,080,405	85,853	-26.7%	Shares	Sole	2022-07-28
2022-03-31	$4,503,605	117,068	-27.9%	Shares	Sole	2022-04-27
2021-12-31	$2,950,141	162,274	+35.3%	Shares	Sole	2022-02-08
2021-09-30	$2,094,169	119,941	-1.2%	Shares	Sole	2021-11-02
2021-06-30	$2,138,417	121,432	+1.3%	Shares	Sole	2021-07-30
2021-03-31	$2,037,229	119,837	-2.3%	Shares	Sole	2021-04-28
2020-12-31	$2,322,631	122,631	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.