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HM Payson & Co’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

HM Payson & Co’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 		$47.4K Hold
655
– – ﹤0.01% 720
2026
Q1 		$66.3K Hold
655
– – ﹤0.01% 638
2025
Q4 		$60.9K Hold
655
– – ﹤0.01% 657
2025
Q3 		$52.1K Buy
+655
New +$38.9K ﹤0.01% 680

Other funds holding GDMN

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

HM Payson & Co's GDMN Position: Q2 2026 in Review

HM Payson & Co held its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) position steady in Q2 2026 at 655 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

HM Payson & Co first reported a position in GDMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $66.3K in Q1 2026. 8 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • HM Payson & Co held 655 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $47.4K as of Q2 2026.
  • HM Payson & Co left its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #720 holding.
  • HM Payson & Co first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • HM Payson & Co's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $66.3K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.