A detailed history of Essex Financial Services, Inc. transactions in World Gold Trust stock. As of the latest transaction made, Essex Financial Services, Inc. holds 47,225 shares of GLDM stock, worth $2.45 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
47,225
Previous 41,682 13.3%
Holding current value
$2.45 Million
Previous $1.92 Million 28.11%
% of portfolio
0.12%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$46.2 - $53.01 $256,086 - $293,834
5,543 Added 13.3%
47,225 $2.46 Million
Q2 2024

Aug 09, 2024

BUY
$44.52 - $48.11 $48,081 - $51,958
1,080 Added 2.66%
41,682 $1.92 Million
Q2 2024

Jul 31, 2024

BUY
$44.52 - $48.11 $353,666 - $382,185
7,944 Added 24.32%
40,602 $1.87 Million
Q1 2024

Apr 23, 2024

SELL
$39.49 - $44.05 $87,470 - $97,570
-2,215 Reduced 6.35%
32,658 $1.44 Million
Q4 2023

Feb 05, 2024

BUY
$36.11 - $41.23 $83,089 - $94,870
2,301 Added 7.06%
34,873 $1.43 Million
Q3 2023

Nov 15, 2023

SELL
$36.66 - $39.25 $13,967 - $14,954
-381 Reduced 1.16%
32,572 $1.19 Million
Q2 2023

Aug 08, 2023

BUY
$37.86 - $40.67 $469,388 - $504,226
12,398 Added 60.32%
32,953 $1.26 Million
Q1 2023

May 11, 2023

BUY
$35.95 - $39.66 $442,436 - $488,095
12,307 Added 149.21%
20,555 $803,000
Q4 2022

Feb 10, 2023

SELL
$32.3 - $36.19 $5,620 - $6,297
-174 Reduced 2.07%
8,248 $298,000
Q3 2022

Nov 07, 2022

SELL
$32.24 - $35.87 $14,250 - $15,854
-442 Reduced 4.99%
8,422 $278,000
Q2 2022

Aug 01, 2022

BUY
$35.88 - $39.31 $18,334 - $20,087
511 Added 6.12%
8,864 $318,000
Q1 2022

Apr 21, 2022

BUY
$35.54 - $40.77 $296,865 - $340,551
8,353 New
8,353 $321,000

Others Institutions Holding GLDM

About World Gold Trust


  • Ticker GLDM
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 146,850,000
  • Market Cap $7.61B
More about GLDM
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.