EFS
Essex Financial Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
49,948
-1,968
| -4% | -$129K | 0.21% | 101 |
|
|
2025
Q1 | $3.21M | Buy |
51,916
+5,576
| +12% | +$345K | 0.23% | 96 |
|
|
2024
Q4 | $2.41M | Sell |
46,340
-885
| -2% | -$46K | 0.17% | 121 |
|
|
2024
Q3 | $2.57M | Buy |
47,225
+5,543
| +13% | +$302K | 0.18% | 109 |
|
|
2024
Q2 | $2M | Buy |
41,682
+9,024
| +28% | +$433K | 0.15% | 136 |
|
|
2024
Q1 | $1.44M | Sell |
32,658
-2,215
| -6% | -$97.6K | 0.13% | 155 |
|
|
2023
Q4 | $1.43M | Buy |
34,873
+2,301
| +7% | +$94.1K | 0.15% | 139 |
|
|
2023
Q3 | $1.19M | Sell |
32,572
-381
| -1% | -$14K | 0.14% | 151 |
|
|
2023
Q2 | $1.26M | Buy |
32,953
+12,398
| +60% | +$472K | 0.14% | 146 |
|
|
2023
Q1 | $804K | Buy |
20,555
+12,307
| +149% | +$481K | 0.08% | 216 |
|
|
2022
Q4 | $2.98M | Sell |
8,248
-174
| -2% | -$62.9K | 0.32% | 78 |
|
|
2022
Q3 | $278K | Sell |
8,422
-442
| -5% | -$14.6K | 0.03% | 356 |
|
|
2022
Q2 | $318K | Buy |
8,864
+511
| +6% | +$18.3K | 0.04% | 341 |
|
|
2022
Q1 | $321K | Sell |
8,353
-6,169
| -42% | -$237K | 0.03% | 357 |
|
|
2021
Q4 | $264K | Sell |
14,522
-6,134
| -30% | -$112K | 0.03% | 394 |
|
|
2021
Q3 | $361K | Sell |
20,656
-355
| -2% | -$6.2K | 0.04% | 315 |
|
|
2021
Q2 | $370K | Buy |
+21,011
| New | +$370K | 0.05% | 279 |
|