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TCFG Wealth Management’s WisdomTree Efficient Gold Plus Gold Miners Strategy Fund GDMN Stock Holding History

TCFG Wealth Management’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 		– Sell
-8,815
Closed -$820K – 281
2025
Q4 		$820K Buy
8,815
+230
+3% +$19.6K 0.32% 80
2025
Q3 		$682K Buy
+8,585
New +$510K 0.27% 94

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HAS
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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

TCFG Wealth Management's GDMN Position: Q1 2026 in Review

TCFG Wealth Management sold out of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) in Q1 2026, closing a stake of 8,815 shares — an estimated $820K sold.

TCFG Wealth Management first reported a position in GDMN in Q3 2025 and held it in 2 quarters. The position peaked at $820K in Q4 2025. 51 funds tracked by Wall St. Rank hold GDMN as of Q1 2026.

  • TCFG Wealth Management reported no remaining WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • TCFG Wealth Management sold 8,815 WisdomTree Efficient Gold Plus Gold Miners Strategy Fund shares in Q1 2026, an estimated $820K.
  • TCFG Wealth Management first reported a position in WisdomTree Efficient Gold Plus Gold Miners Strategy Fund in Q3 2025 and held it in 2 quarters.
  • TCFG Wealth Management's WisdomTree Efficient Gold Plus Gold Miners Strategy Fund position peaked at $820K 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 TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.