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International Assets Investment Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

International Assets Investment Management’s Portfolio GDE Stock Details GDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Hold
2,102
– – 0.01% 1004
2026
Q1 		$134K Buy
+2,102
New +$143K 0.01% 931

Other funds holding GDE

ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MA
McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 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
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

International Assets Investment Management's GDE Position: Q2 2026 in Review

International Assets Investment Management held its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) position steady in Q2 2026 at 2,102 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #1004.

International Assets Investment Management first reported a position in GDE in Q1 2026 and has held it in 2 quarters since. The position peaked at $134K in Q1 2026. 38 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

  • International Assets Investment Management held 2,102 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $129K as of Q2 2026.
  • International Assets Investment Management left its WisdomTree Efficient Gold Plus Equity Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1004 holding.
  • International Assets Investment Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • International Assets Investment Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $134K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.