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COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$35.7K Buy
+474
New +$44.5K ﹤0.01% 752

Other funds holding GDMN

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
FFASIA
FIG FINANCIAL ADVISORY SERVICES INC /ADV Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CFG
CMC Financial Group Atlanta, Georgia $51.6M AUM 46.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GDMN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2026: 474 shares worth $35.7K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings.

33 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 474 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $35.7K as of Q2 2026.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #752 holding.
  • 33 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.