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GDMN icon

Optima Capital’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

Optima Capital’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
-8,143
Closed -$824K – 170
2026
Q1 		$824K Buy
8,143
+192
+2% +$22K 0.38% 64
2025
Q4 		$740K Buy
+7,951
New +$676K 0.32% 71

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

Optima Capital's GDMN Position: Q2 2026 in Review

Optima Capital sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q2 2026, closing a stake of 8,143 shares — an estimated $824K sold.

Optima Capital first reported a position in GDMN in Q4 2025 and held it in 2 quarters. The position peaked at $824K in Q1 2026. 11 funds tracked by Wall St. Rank hold GDMN as of Q2 2026.

  • Optima Capital reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Optima Capital sold 8,143 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q2 2026, an estimated $824K.
  • Optima Capital first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q4 2025 and held it in 2 quarters.
  • Optima Capital's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $824K 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 Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.