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JNBA Financial Advisors’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

JNBA Financial Advisors’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 		$6.09K Buy
84
+16
+24% +$1.5K ﹤0.01% 586
2026
Q1 		$6.89K Hold
68
– – ﹤0.01% 542
2025
Q4 		$6.34K Buy
+68
New +$5.78K ﹤0.01% 547

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

JNBA Financial Advisors's GDMN Position: Q2 2026 in Review

JNBA Financial Advisors increased its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 24% in Q2 2026, buying an estimated $1.5K and bringing the position to 84 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

JNBA Financial Advisors first reported a position in GDMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.89K in Q1 2026. 11 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • JNBA Financial Advisors held 84 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $6.09K as of Q2 2026.
  • JNBA Financial Advisors bought 16 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $1.5K.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #586 holding.
  • JNBA Financial Advisors first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • JNBA Financial Advisors's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $6.89K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.