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Kestra Advisory Services’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Kestra Advisory Services’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 		$604K Sell
8,335
-756
-8% -$71K ﹤0.01% 2205
2026
Q1 		$920K Buy
9,091
+2,290
+34% +$263K ﹤0.01% 1793
2025
Q4 		$633K Sell
6,801
-1,712
-20% -$146K ﹤0.01% 1972
2025
Q3 		$677K Buy
8,513
+698
+9% +$41.5K ﹤0.01% 1859
2025
Q2 		$394K Hold
7,815
– – ﹤0.01% 2145
2025
Q1 		$340K Sell
7,815
-549
-7% -$19.8K ﹤0.01% 2077
2024
Q4 		$239K Buy
8,364
+733
+10% +$24.1K ﹤0.01% 2386
2024
Q3 		$269K Sell
7,631
-496
-6% -$16K ﹤0.01% 2160
2024
Q2 		$225K Sell
8,127
-3,546
-30% -$100K ﹤0.01% 2318
2024
Q1 		$299K Sell
11,673
-961
-8% -$21.2K ﹤0.01% 1996
2023
Q4 		$303K Buy
12,634
+951
+8% +$21.3K ﹤0.01% 1842
2023
Q3 		$242K Buy
11,683
+697
+6% +$16.5K ﹤0.01% 1810
2023
Q2 		$267K Buy
10,986
+859
+8% +$23.3K ﹤0.01% 1707
2023
Q1 		$273K Buy
10,127
+525
+5% +$13K ﹤0.01% 1631
2022
Q4 		$221K Sell
9,602
-708
-7% -$14.6K ﹤0.01% 1958
2022
Q3 		$191K Buy
10,310
+110
+1% +$2.2K ﹤0.01% 1890
2022
Q2 		$231K Buy
10,200
+3,959
+63% +$112K ﹤0.01% 1808
2022
Q1 		$205K Buy
+6,241
New +$182K ﹤0.01% 1836

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

Kestra Advisory Services's GDMN Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 8.3% in Q2 2026, selling an estimated $71K and leaving 8,335 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Kestra Advisory Services first reported a position in GDMN in Q1 2022 and has held it in 18 quarters since. The position peaked at $920K in Q1 2026. 44 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • Kestra Advisory Services held 8,335 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $604K as of Q2 2026.
  • Kestra Advisory Services sold 756 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $71K.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2205 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q1 2022 and has held it in 18 quarters since.
  • Kestra Advisory Services's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $920K 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.