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 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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JNBA Financial Advisors reduced its SPDR Gold MiniShares Trust (GLDM) stake by 9.1% in Q2 2026, selling an estimated $470K and leaving 52,392 shares worth $4.16M. The position accounts for 0.32% of the portfolio, ranked #46.

JNBA Financial Advisors first reported a position in GLDM in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.3M in Q4 2023. 916 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

JNBA Financial Advisors held 52,392 shares of SPDR Gold MiniShares Trust worth $4.16M as of Q2 2026.
JNBA Financial Advisors sold 5,269 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $470K.
SPDR Gold MiniShares Trust made up 0.32% of JNBA Financial Advisors's portfolio in Q2 2026, its #46 holding.
JNBA Financial Advisors first reported a position in SPDR Gold MiniShares Trust in Q4 2018 and has held it in 31 quarters since.
JNBA Financial Advisors's SPDR Gold MiniShares Trust position peaked at $15.3M in Q4 2023.
916 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

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