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Compass Financial Management’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Compass Financial Management’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

GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Compass Financial Management's GDMN Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #752 holding.
  • 43 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.