BTI
GDMN icon

Blue Trust Inc’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Blue Trust Inc’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 		$16.8K Hold
232
– – ﹤0.01% 1716
2026
Q1 		$23.5K Hold
232
– – ﹤0.01% 1590
2025
Q4 		$21.6K Buy
+232
New +$19.7K ﹤0.01% 1658

Other funds holding GDMN

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
S
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

Blue Trust Inc's GDMN Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) position steady in Q2 2026 at 232 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Blue Trust Inc first reported a position in GDMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.5K in Q1 2026. 11 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • Blue Trust Inc held 232 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $16.8K as of Q2 2026.
  • Blue Trust Inc left its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1716 holding.
  • Blue Trust Inc first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • Blue Trust Inc's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $23.5K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.