Bay Colony Advisors’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Bay Colony Advisors’s Portfolio GDMN Stock Details GDMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$417K	Buy	5,758 +2,931	+104%	+$275K	0.05%	305
2026 Q1	$286K	Sell	2,827 -11,123	-80%	-$1.28M	0.04%	396
2025 Q4	$1.3M	Buy	13,950 +365	+3%	+$31K	0.16%	126
2025 Q3	$1.08M	Sell	13,585 -1,806	-12%	-$107K	0.13%	152
2025 Q2	$776K	Buy	15,391 +4,173	+37%	+$202K	0.11%	175
2025 Q1	$481K	Buy	+11,218	New	+$405K	0.07%	250

Other funds holding GDMN

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Bay Colony Advisors's GDMN Position: Q2 2026 in Review

Bay Colony Advisors increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 104% in Q2 2026, buying an estimated $275K and bringing the position to 5,758 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #305.

Bay Colony Advisors first reported a position in GDMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 11 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

Bay Colony Advisors held 5,758 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $417K as of Q2 2026.
Bay Colony Advisors bought 2,931 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $275K.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #305 holding.
Bay Colony Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2025 and has held it in 6 quarters since.
Bay Colony Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $1.3M in Q4 2025.
11 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.