JNBA Financial Advisors
GLDM icon

JNBA Financial Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History

JNBA Financial Advisors’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 		$3.99M Sell
48,575
-3,817
-7% -$322K 0.3% 47
2026
Q2 		$4.16M Sell
52,392
-5,269
-9% -$470K 0.32% 46
2026
Q1 		$5.34M Sell
57,661
-15,482
-21% -$1.49M 0.45% 36
2025
Q4 		$6.24M Sell
73,143
-7,221
-9% -$593K 0.55% 33
2025
Q3 		$6.14M Sell
80,364
-9,569
-11% -$656K 0.56% 31
2025
Q2 		$5.89M Sell
89,933
-10,349
-10% -$673K 0.57% 33
2025
Q1 		$6.21M Sell
100,282
-16,762
-14% -$952K 0.64% 29
2024
Q4 		$6.09M Sell
117,044
-8,725
-7% -$460K 0.62% 31
2024
Q3 		$6.56M Sell
125,769
-46,085
-27% -$2.26M 0.66% 31
2024
Q2 		$7.92M Sell
171,854
-80,763
-32% -$3.74M 0.84% 27
2024
Q1 		$11.1M Sell
252,617
-122,135
-33% -$5.02M 1.17% 25
2023
Q4 		$15.3M Sell
374,752
-8,998
-2% -$353K 1.74% 15
2023
Q3 		$14.1M Buy
383,750
+6,425
+2% +$246K 1.76% 16
2023
Q2 		$14.4M Buy
377,325
+5,597
+2% +$220K 1.72% 17
2023
Q1 		$14.5M Sell
371,728
-6,138
-2% -$231K 1.89% 15
2022
Q4 		$13.7M Sell
377,866
-6,979
-2% -$240K 1.9% 16
2022
Q3 		$12.7M Buy
384,845
+16,756
+5% +$574K 1.96% 13
2022
Q2 		$13.2M Buy
368,089
+27,552
+8% +$1.02M 2% 13
2022
Q1 		$13.1M Buy
340,537
+6,984
+2% +$261K 1.74% 16
2021
Q4 		$12.1M Buy
333,553
+13,473
+4% +$481K 1.48% 20
2021
Q3 		$11.2M Buy
320,080
+24,907
+8% +$886K 1.5% 17
2021
Q2 		$10.4M Buy
295,173
+22,785
+8% +$823K 1.41% 19
2021
Q1 		$9.26M Buy
272,388
+35,973
+15% +$1.28M 1.34% 20
2020
Q4 		$8.96M Buy
236,415
+10,966
+5% +$410K 1.47% 18
2020
Q3 		$8.48M Buy
225,449
+883
+0.4% +$33.7K 1.71% 14
2020
Q2 		$7.98M Sell
224,566
-1,540
-0.7% -$52.7K 1.71% 14
2020
Q1 		$7.11M Sell
226,106
-7,008
-3% -$221K 1.71% 15
2019
Q4 		$7.06M Buy
233,114
+125,618
+117% +$3.72M 1.35% 17
2019
Q3 		$3.16M Buy
107,496
+48,888
+83% +$1.44M 0.64% 35
2019
Q2 		$1.65M Buy
58,608
+31,995
+120% +$837K 0.34% 47
2019
Q1 		$687K Buy
26,613
+14,122
+113% +$368K 0.15% 79
2018
Q4 		$320K Buy
+12,491
New +$307K 0.07% 109

Other funds holding GLDM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

JNBA Financial Advisors's GLDM Position: Q3 2026 in Review

JNBA Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 7.3% in Q3 2026, selling an estimated $322K and leaving 48,575 shares worth $3.99M. The position accounts for 0.3% of the portfolio, ranked #47.

JNBA Financial Advisors first reported a position in GLDM in Q4 2018 and has held it in 32 quarters since. The position peaked at $15.3M in Q4 2023. 685 funds tracked by Wall St. Rank hold GLDM as of Q3 2026.

  • JNBA Financial Advisors held 48,575 shares of SPDR Gold MiniShares Trust worth $3.99M as of Q3 2026.
  • JNBA Financial Advisors sold 3,817 SPDR Gold MiniShares Trust shares in Q3 2026, an estimated $322K.
  • SPDR Gold MiniShares Trust made up 0.3% of JNBA Financial Advisors's portfolio in Q3 2026, its #47 holding.
  • JNBA Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 32 quarters since.
  • JNBA Financial Advisors's SPDR Gold MiniShares Trust position peaked at $15.3M in Q4 2023.
  • 685 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q3 2026.

Based on JNBA Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.