SEC 13F Intelligence

Essex Financial Services, Inc. / GQ9

Essex Financial Services, Inc.’s Spdr Gold Tr Position

Does Essex Financial Services, Inc. own Spdr Gold Tr (GQ9)? Yes79.6K shares worth $34M (+1.92% of its 13F portfolio) as of Q1 2026, down from 82.0K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
79.6K
% of Portfolio
+1.92%
Quarters Held
27
currently held

Position History GQ9

Reported value by quarter
Q3 ’19: $294,000Q3 ’19Q4 ’19: $326,000Q1 ’20: $657,000Q2 ’20: $2MQ3 ’20: $4MQ3 ’20Q4 ’20: $6MQ1 ’21: $6MQ2 ’21: $6MQ3 ’21: $8MQ3 ’21Q4 ’21: $8MQ1 ’22: $9MQ2 ’22: $9MQ3 ’22: $8MQ3 ’22Q4 ’22: $8,442Q1 ’23: $13MQ2 ’23: $13MQ3 ’23: $12MQ3 ’23Q4 ’23: $14MQ1 ’24: $16MQ2 ’24: $20MQ3 ’24: $23MQ3 ’24Q4 ’24: $22MQ1 ’25: $26MQ2 ’25: $27MQ3 ’25: $30MQ3 ’25Q4 ’25: $33MQ1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202679.6K$34M+1.92%
Q4 202582.0K$33M+1.85%
Q3 202583.8K$30M+1.78%
Q2 202588.9K$27M+1.78%
Q1 202590.6K$26M+1.88%
Q4 202489.4K$22M+1.53%
Q3 202490.3K$23M+1.65%
Q2 202488.6K$20M+1.47%
Q1 202475.9K$16M+1.44%
Q4 202374.8K$14M+1.48%
Q3 202369.6K$12M+1.38%
Q2 202370.2K$13M+1.42%
Q1 202371.9K$13M+1.39%
Q4 202249.8K$8,442+0.89%
Q3 202249.9K$8M+0.92%
Q2 202251.7K$9M+0.97%
Q1 202250.0K$9M+0.87%
Q4 202145.2K$8M+0.76%
Q3 202147.9K$8M+0.90%
Q2 202135.5K$6M+0.82%
Q1 202135.5K$6M+1.02%
Q4 202032.7K$6M+1.16%
Q3 202020.1K$4M+0.88%
Q2 202010.5K$2M+0.54%
Q1 20204.4K$657,000+0.23%
Q4 20192.3K$326,000+0.09%
Q3 20192.1K$294,000+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Essex Financial Services, Inc.’s full portfolio or all institutional holders of GQ9.