LPL Financial
GDMN icon

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

LPL Financial’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 		$477K Sell
4,719
-6,431
-58% -$737K ﹤0.01% 4790
2025
Q4 		$1.04M Sell
11,150
-16
-0.1% -$1.36K ﹤0.01% 4039
2025
Q3 		$887K Buy
+11,166
New +$663K ﹤0.01% 4114

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

LPL Financial's GDMN Position: Q1 2026 in Review

LPL Financial reduced its WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) stake by 58% in Q1 2026, selling an estimated $737K and leaving 4,719 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #4790.

LPL Financial first reported a position in GDMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 51 funds tracked by Wall St. Rank hold GDMN as of Q1 2026.

  • LPL Financial held 4,719 shares of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund worth $477K as of Q1 2026.
  • LPL Financial sold 6,431 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q1 2026, an estimated $737K.
  • WisdomTree Efficient Gold Plus Gold Miners Strategy Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4790 holding.
  • LPL Financial first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $1.04M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Gold Miners Strategy Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.