JFA
JNBA Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Sell |
89,933
-10,349
| -10% | -$678K | 0.57% | 33 |
|
|
2025
Q1 | $6.21M | Sell |
100,282
-16,762
| -14% | -$1.04M | 0.64% | 29 |
|
|
2024
Q4 | $6.09M | Sell |
117,044
-8,725
| -7% | -$454K | 0.62% | 31 |
|
|
2024
Q3 | $6.56M | Sell |
125,769
-46,085
| -27% | -$2.4M | 0.66% | 31 |
|
|
2024
Q2 | $7.92M | Sell |
171,854
-80,763
| -32% | -$3.72M | 0.84% | 27 |
|
|
2024
Q1 | $11.1M | Sell |
252,617
-122,135
| -33% | -$5.38M | 1.17% | 25 |
|
|
2023
Q4 | $15.3M | Sell |
374,752
-8,998
| -2% | -$368K | 1.74% | 15 |
|
|
2023
Q3 | $14.1M | Buy |
383,750
+6,425
| +2% | +$236K | 1.76% | 16 |
|
|
2023
Q2 | $14.4M | Buy |
377,325
+5,597
| +2% | +$213K | 1.72% | 17 |
|
|
2023
Q1 | $14.5M | Sell |
371,728
-6,138
| -2% | -$240K | 1.89% | 15 |
|
|
2022
Q4 | $13.7M | Sell |
377,866
-6,979
| -2% | -$253K | 1.9% | 16 |
|
|
2022
Q3 | $12.7M | Buy |
384,845
+16,756
| +5% | +$553K | 1.96% | 13 |
|
|
2022
Q2 | $13.2M | Buy |
368,089
+27,552
| +8% | +$989K | 2% | 13 |
|
|
2022
Q1 | $13.1M | Sell |
340,537
-326,568
| -49% | -$12.6M | 1.74% | 16 |
|
|
2021
Q4 | $12.1M | Buy |
667,105
+26,946
| +4% | +$490K | 1.48% | 20 |
|
|
2021
Q3 | $11.2M | Buy |
640,159
+49,814
| +8% | +$870K | 1.5% | 17 |
|
|
2021
Q2 | $10.4M | Buy |
590,345
+45,569
| +8% | +$802K | 1.41% | 19 |
|
|
2021
Q1 | $9.26M | Buy |
544,776
+71,947
| +15% | +$1.22M | 1.34% | 20 |
|
|
2020
Q4 | $8.96M | Buy |
472,829
+21,932
| +5% | +$415K | 1.47% | 18 |
|
|
2020
Q3 | $8.48M | Buy |
450,897
+1,765
| +0.4% | +$33.2K | 1.71% | 14 |
|
|
2020
Q2 | $7.98M | Sell |
449,132
-3,079
| -0.7% | -$54.7K | 1.71% | 14 |
|
|
2020
Q1 | $7.11M | Sell |
452,211
-14,016
| -3% | -$220K | 1.71% | 15 |
|
|
2019
Q4 | $7.06M | Buy |
466,227
+251,236
| +117% | +$3.8M | 1.35% | 17 |
|
|
2019
Q3 | $3.16M | Buy |
214,991
+97,775
| +83% | +$1.44M | 0.64% | 35 |
|
|
2019
Q2 | $1.65M | Buy |
117,216
+63,991
| +120% | +$902K | 0.34% | 47 |
|
|
2019
Q1 | $687K | Buy |
53,225
+28,244
| +113% | +$365K | 0.15% | 79 |
|
|
2018
Q4 | $320K | Buy |
+24,981
| New | +$320K | 0.07% | 109 |
|