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Larson Financial Group’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Larson Financial Group’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
Q1 		$96.1K Hold
950
– – ﹤0.01% 1014
2025
Q4 		$88.3K Buy
950
+517
+119% +$44K ﹤0.01% 974
2025
Q3 		$34.4K Sell
433
-1,053
-71% -$62.5K ﹤0.01% 1340
2025
Q2 		$74.9K Buy
+1,486
New +$71.8K ﹤0.01% 934

Other funds holding GDMN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BA
Bluesphere Advisors East Norriton, Pennsylvania $281M AUM 23.95% 1-Year Est. Return

Larson Financial Group's GDMN Position: Q1 2026 in Review

Larson Financial Group held its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) position steady in Q1 2026 at 950 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Larson Financial Group first reported a position in GDMN in Q2 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold GDMN as of Q1 2026.

  • Larson Financial Group held 950 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $96.1K as of Q1 2026.
  • Larson Financial Group left its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund share count unchanged in Q1 2026.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1014 holding.
  • Larson Financial Group first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q2 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.