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HB Wealth Management’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

HB Wealth 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 		– Sell
-4,625
Closed -$468K – 1751
2026
Q1 		$468K Buy
+4,625
New +$530K ﹤0.01% 1007

Other funds holding GDMN

GS
GTS Securities Miami, Florida $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

HB Wealth Management's GDMN Position: Q2 2026 in Review

HB Wealth Management sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2026, closing a stake of 4,625 shares — an estimated $468K sold.

HB Wealth Management first reported a position in GDMN in Q1 2026 and held it in 1 quarter. The position peaked at $468K in Q1 2026. 44 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • HB Wealth Management reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 4,625 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $468K.
  • HB Wealth Management first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $468K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.