Essex Financial Services, Inc. World Gold Trust Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

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 46,340 shares of GLDM stock, worth $2.69 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

46,340

Previous 47,225 1.87%

Holding current value

$2.69 Million

Previous $2.46 Million 2.15%

% of portfolio

0.18%

Previous 0.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$50.76 - $55.23 $44,922 - $48,878	-885 Reduced 1.87%	46,340 $2.41 Million
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

# of Institutions

549

Shares Held

123M

Call Options Held

Put Options Held

View Full List

About World Gold Trust

Ticker GLDM
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 146,850,000
Market Cap $8.54B

More about GLDM

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Essex Financial Services, Inc. World Gold Trust Transaction History