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 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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $949M AUM 19.53% 1-Year Est. Return

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

Elequin Capital New York $1.09B AUM 16.08% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return