Founders Financial Securities
GDMN icon

Founders Financial Securities’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Founders Financial Securities’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
Q3 		$288K Sell
3,466
-2,812
-45% -$242K 0.01% 498
2026
Q2 		$455K Sell
6,278
-317
-5% -$29.8K 0.02% 402
2026
Q1 		$719K Sell
6,595
-1,042
-14% -$119K 0.04% 323
2025
Q4 		$710K Buy
7,637
+1,567
+26% +$133K 0.04% 335
2025
Q3 		$482K Buy
+6,070
New +$360K 0.03% 344

Other funds holding GDMN

3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bluesphere Advisors
Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Founders Financial Securities's GDMN Position: Q3 2026 in Review

Founders Financial Securities reduced its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 45% in Q3 2026, selling an estimated $242K and leaving 3,466 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #498.

Founders Financial Securities first reported a position in GDMN in Q3 2025 and has held it in 5 quarters since. The position peaked at $719K in Q1 2026. 20 funds tracked by Wall St. Rank hold GDMN as of Q3 2026.

  • Founders Financial Securities held 3,466 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $288K as of Q3 2026.
  • Founders Financial Securities sold 2,812 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q3 2026, an estimated $242K.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up 0.01% of Founders Financial Securities's portfolio in Q3 2026, its #498 holding.
  • Founders Financial Securities first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q3 2025 and has held it in 5 quarters since.
  • Founders Financial Securities's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $719K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.