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NBC Securities’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

NBC Securities’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 		– Sell
-1,130
Closed -$114K – 2469
2026
Q1 		$114K Buy
1,130
+55
+5% +$6.31K 0.01% 1037
2025
Q4 		$100K Buy
1,075
+609
+131% +$51.8K 0.01% 1083
2025
Q3 		$37K Buy
466
+316
+211% +$18.8K ﹤0.01% 1453
2025
Q2 		$7K Buy
+150
New +$7.25K ﹤0.01% 2031

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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

NBC Securities's GDMN Position: Q2 2026 in Review

NBC Securities sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2026, closing a stake of 1,130 shares — an estimated $114K sold.

NBC Securities first reported a position in GDMN in Q2 2025 and held it in 4 quarters. The position peaked at $114K in Q1 2026. 11 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • NBC Securities reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • NBC Securities sold 1,130 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $114K.
  • NBC Securities first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q2 2025 and held it in 4 quarters.
  • NBC Securities's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $114K 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 NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.