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JBR Co Financial Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

JBR Co Financial Management’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 		$1.3M Buy
16,379
+5,189
+46% +$463K 0.47% 46
2026
Q1 		$955K Hold
11,190
– – 0.4% 55
2025
Q4 		$955K Buy
+11,190
New +$920K 0.4% 55

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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JBR Co Financial Management's GLDM Position: Q2 2026 in Review

JBR Co Financial Management increased its SPDR Gold MiniShares Trust (GLDM) stake by 46% in Q2 2026, buying an estimated $463K and bringing the position to 16,379 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #46.

JBR Co Financial Management first reported a position in GLDM in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

  • JBR Co Financial Management held 16,379 shares of SPDR Gold MiniShares Trust worth $1.3M as of Q2 2026.
  • JBR Co Financial Management bought 5,189 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $463K.
  • SPDR Gold MiniShares Trust made up 0.47% of JBR Co Financial Management's portfolio in Q2 2026, its #46 holding.
  • JBR Co Financial Management first reported a position in SPDR Gold MiniShares Trust in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.