EFS
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Essex Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Essex Financial Services’s Portfolio GLDM Stock Details GLDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.2M Sell
65,431
-1,408
-2% -$126K 0.26% 86
2026
Q1 		$6.2M Sell
66,839
-1,578
-2% -$152K 0.35% 65
2025
Q4 		$5.84M Sell
68,417
-1,196
-2% -$98.3K 0.33% 64
2025
Q3 		$5.32M Buy
69,613
+19,665
+39% +$1.35M 0.32% 69
2025
Q2 		$3.27M Sell
49,948
-1,968
-4% -$128K 0.21% 101
2025
Q1 		$3.21M Buy
51,916
+5,576
+12% +$317K 0.23% 96
2024
Q4 		$2.41M Sell
46,340
-885
-2% -$46.7K 0.17% 121
2024
Q3 		$2.57M Buy
47,225
+5,543
+13% +$272K 0.18% 109
2024
Q2 		$2M Buy
41,682
+9,024
+28% +$418K 0.15% 136
2024
Q1 		$1.44M Sell
32,658
-2,215
-6% -$91K 0.13% 155
2023
Q4 		$1.43M Buy
34,873
+2,301
+7% +$90.2K 0.15% 139
2023
Q3 		$1.19M Sell
32,572
-381
-1% -$14.6K 0.14% 151
2023
Q2 		$1.26M Buy
32,953
+12,398
+60% +$487K 0.14% 146
2023
Q1 		$804K Buy
20,555
+12,307
+149% +$462K 0.08% 216
2022
Q4 		$2.98M Sell
8,248
-174
-2% -$5.98K 0.32% 78
2022
Q3 		$278K Sell
8,422
-442
-5% -$15.2K 0.03% 356
2022
Q2 		$318K Buy
8,864
+511
+6% +$19K 0.04% 341
2022
Q1 		$321K Buy
8,353
+1,092
+15% +$40.8K 0.03% 357
2021
Q4 		$264K Sell
7,261
-3,067
-30% -$110K 0.03% 394
2021
Q3 		$361K Sell
10,328
-178
-2% -$6.33K 0.04% 315
2021
Q2 		$370K Buy
+10,506
New +$379K 0.05% 279

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Essex Financial Services's GLDM Position: Q2 2026 in Review

Essex Financial Services reduced its SPDR Gold MiniShares Trust (GLDM) stake by 2.1% in Q2 2026, selling an estimated $126K and leaving 65,431 shares worth $5.2M. The position accounts for 0.26% of the portfolio, ranked #86.

Essex Financial Services first reported a position in GLDM in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.2M in Q1 2026. 694 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • Essex Financial Services held 65,431 shares of SPDR Gold MiniShares Trust worth $5.2M as of Q2 2026.
  • Essex Financial Services sold 1,408 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $126K.
  • SPDR Gold MiniShares Trust made up 0.26% of Essex Financial Services's portfolio in Q2 2026, its #86 holding.
  • Essex Financial Services first reported a position in SPDR Gold MiniShares Trust in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's SPDR Gold MiniShares Trust position peaked at $6.2M in Q1 2026.
  • 694 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.