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 Q3	$1.21M	Sell	15,079 -1,300	-8%	-$110K	0.46%	46
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 Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Resona Asset Management Koto-Ku,tokyo, Japan $21.2B AUM 30.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

JBR Co Financial Management's GLDM Position: Q3 2026 in Review

JBR Co Financial Management reduced its SPDR Gold MiniShares Trust (GLDM) stake by 7.9% in Q3 2026, selling an estimated $110K and leaving 15,079 shares worth $1.21M. The position accounts for 0.46% of the portfolio, ranked #46.

JBR Co Financial Management first reported a position in GLDM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2026. 695 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

JBR Co Financial Management held 15,079 shares of SPDR Gold MiniShares Trust worth $1.21M as of Q3 2026.
JBR Co Financial Management sold 1,300 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $110K.
SPDR Gold MiniShares Trust made up 0.46% of JBR Co Financial Management's portfolio in Q3 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 4 quarters since.
JBR Co Financial Management's SPDR Gold MiniShares Trust position peaked at $1.3M in Q2 2026.
695 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on JBR Co Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.