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JNBA Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

JNBA Financial Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$371K Hold
1,007
– – 0.03% 159
2026
Q1 		$433K Sell
1,007
-41
-4% -$18.4K 0.04% 145
2025
Q4 		$415K Sell
1,048
-38
-3% -$14.5K 0.04% 151
2025
Q3 		$386K Hold
1,086
– – 0.04% 146
2025
Q2 		$331K Buy
1,086
+106
+11% +$32.1K 0.03% 152
2025
Q1 		$282K Hold
980
– – 0.03% 159
2024
Q4 		$237K Hold
980
– – 0.02% 166
2024
Q3 		$238K Sell
980
-65
-6% -$14.9K 0.02% 171
2024
Q2 		$225K Sell
1,045
-30
-3% -$6.49K 0.02% 182
2024
Q1 		$221K Sell
1,075
-33
-3% -$6.33K 0.02% 184
2023
Q4 		$212K Sell
1,108
-20
-2% -$3.67K 0.02% 188
2023
Q3 		$193K Buy
1,128
+52
+5% +$9.3K 0.02% 190
2023
Q2 		$192K Sell
1,076
-4
-0.4% -$735 0.02% 195
2023
Q1 		$198K Hold
1,080
– – 0.03% 190
2022
Q4 		$183K Sell
1,080
-49
-4% -$7.89K 0.03% 193
2022
Q3 		$175K Buy
1,129
+41
+4% +$6.59K 0.03% 190
2022
Q2 		$183K Buy
1,088
+17
+2% +$2.97K 0.03% 186
2022
Q1 		$193K Sell
1,071
-78
-7% -$13.7K 0.03% 188
2021
Q4 		$196K Buy
1,149
+40
+4% +$6.71K 0.02% 192
2021
Q3 		$182K Hold
1,109
– – 0.02% 197
2021
Q2 		$184K Hold
1,109
– – 0.02% 196
2021
Q1 		$177K Buy
1,109
+18
+2% +$3.02K 0.03% 189
2020
Q4 		$195K Hold
1,091
– – 0.03% 175
2020
Q3 		$193K Hold
1,091
– – 0.04% 154
2020
Q2 		$183K Sell
1,091
-30
-3% -$4.84K 0.04% 156
2020
Q1 		$166K Sell
1,121
-30
-3% -$4.47K 0.04% 152
2019
Q4 		$164K Sell
1,151
-98
-8% -$13.7K 0.03% 157
2019
Q3 		$173K Sell
1,249
-143
-10% -$19.9K 0.04% 148
2019
Q2 		$185K Sell
1,392
-63
-4% -$7.79K 0.04% 148
2019
Q1 		$178K Hold
1,455
– – 0.04% 146
2018
Q4 		$176K Buy
1,455
+1,055
+264% +$123K 0.04% 133
2018
Q3 		$45K Sell
400
-1,055
-73% -$121K 0.02% 233
2018
Q2 		$173K Hold
1,455
– – 0.04% 137
2018
Q1 		$183K Hold
1,455
– – 0.04% 131
2017
Q4 		$180K Hold
1,455
– – 0.04% 134
2017
Q3 		$177K Sell
1,455
-204
-12% -$24.8K 0.04% 126
2017
Q2 		$196K Hold
1,659
– – 0.04% 119
2017
Q1 		$197K Sell
1,659
-28
-2% -$3.25K 0.05% 114
2016
Q4 		$185K Sell
1,687
-862
-34% -$100K 0.05% 118
2016
Q3 		$320K Buy
2,549
+998
+64% +$127K 0.05% 155
2016
Q2 		$196K Hold
1,551
– – 0.05% 115
2016
Q1 		$182K Hold
1,551
– – 0.07% 108
2015
Q4 		$157K Hold
1,551
– – 0.06% 118
2015
Q3 		$166K Buy
1,551
+46
+3% +$4.96K 0.07% 101
2015
Q2 		$169K Hold
1,505
– – 0.06% 101
2015
Q1 		$171K Hold
1,505
– – 0.07% 103
2014
Q4 		$171K Sell
1,505
-133
-8% -$15.3K 0.07% 107
2014
Q3 		$190K Hold
1,638
– – 0.09% 94
2014
Q2 		$210K Hold
1,638
– – 0.1% 88
2014
Q1 		$202K Buy
1,638
+78
+5% +$9.72K 0.11% 83
2013
Q4 		$181K Sell
1,560
-186
-11% -$22.8K 0.1% 85
2013
Q3 		$224K Buy
1,746
+108
+7% +$13.9K 0.14% 77
2013
Q2 		$195K Buy
+1,638
New +$224K 0.13% 83

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

JNBA Financial Advisors's GLD Position: Q2 2026 in Review

JNBA Financial Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 1,007 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #159.

JNBA Financial Advisors first reported a position in GLD in Q2 2013 and has held it in 53 quarters since. The position peaked at $433K in Q1 2026. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • JNBA Financial Advisors held 1,007 shares of SPDR Gold Trust worth $371K as of Q2 2026.
  • JNBA Financial Advisors left its SPDR Gold Trust share count unchanged in Q2 2026.
  • SPDR Gold Trust made up 0.03% of JNBA Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • JNBA Financial Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's SPDR Gold Trust position peaked at $433K in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.