Vault-13

WISDOMTREE TR GDMN

EFFICIENT GLD PL · ETP · CUSIP 97717Y550

51 institutional holders +9 vs Q4 2025
328,202328.2k shares reported held*
$32.9mreported value*
18 new 12 added 16 reduced 9 sold out net bought ≈ $4.3m (+46.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $100.11.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 8Q4 22: 8Q1 23: 5Q2 23: 8Q3 23: 8Q4 23: 9Q1 24: 8Q2 24: 6Q3 24: 6Q4 24: 12Q1 25: 14Q2 25: 19Q3 25: 28Q4 25: 42Q1 26: 5151Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20228
Q4 20228
Q1 20235
Q2 20238
Q3 20238
Q4 20239
Q1 20248
Q2 20246
Q3 20246
Q4 202412
Q1 202514
Q2 202519
Q3 202528
Q4 202542
Q1 202651

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 1 bought or addedQ2 24: 6 cut or sold outQ3 24: 2 bought or addedQ3 24: 3 cut or sold outQ3 24Q4 24: 9 bought or addedQ4 24: 0 cut or sold outQ1 25: 9 bought or addedQ1 25: 6 cut or sold outQ1 25Q2 25: 11 bought or addedQ2 25: 6 cut or sold outQ3 25: 20 bought or addedQ3 25: 10 cut or sold outQ3 25Q4 25: 30 bought or addedQ4 25: 12 cut or sold outQ1 26: 30 bought or addedQ1 26: 25 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202416
Q3 202423
Q4 202490
Q1 202596
Q2 2025116
Q3 20252010
Q4 20253012
Q1 20263025

Biggest buyers

JANE STREET GROUP, LLC New +50,000+50.0k
HBW ADVISORY SERVICES LLC New +28,175+28.2k
Elequin Capital, LP New +24,123+24.1k
Prospera Financial Services Inc Added +16,893+16.9k
Cetera Investment Advisers Added +9,339+9.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +5,131+5.1k
HB Wealth Management, LLC New +4,625+4.6k
Rockefeller Capital Management L.P. Added +4,100+4.1k
Owen LaRue, LLC New +2,953+3.0k
Stirlingshire Investments, Inc. New +2,787+2.8k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -32,286-32.3k
Cambridge Investment Research Advisors, Inc. Reduced -23,096-23.1k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Reduced -11,123-11.1k
TCFG WEALTH MANAGEMENT, LLC Sold out -8,815-8.8k
Advisory Alpha, LLC Reduced -6,535-6.5k
LPL Financial LLC Reduced -6,431-6.4k
HIGHLAND CAPITAL MANAGEMENT, LLC Sold out -6,000-6.0k
Bluesphere Advisors LLC Reduced -5,837-5.8k
STEPHENS INC /AR/ Sold out -4,200-4.2k
Fermata Advisors, LLC Reduced -3,514-3.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 50,00050.0k $5.1m $5.1m 0.01% New
2 Prospera Financial Services Inc 0.06% of their portfolio Dallas, TX 35,95536.0k $3.6m $3.6m 0.06% Added +16.9k +16,893
3 HBW ADVISORY SERVICES LLC 0.30% of their portfolio SIMI VALLEY, CA 28,17528.2k $2.9m $2.9m 0.30% New
4 Elequin Capital, LP 0.18% of their portfolio NEW YORK, NY 24,12324.1k $2.0m $2.0m 0.18% New
5 Fermata Advisors, LLC 0.49% of their portfolio SONOMA, CA 21,53821.5k $2.2m $2.2m 0.49% Reduced -3.5k -3,514
6 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,71318.7k $1.9m $1.9m 0.00% Added +9.3k +9,339
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,50415.5k $1.6m $1.6m 0.00% Reduced -23.1k -23,096
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,72111.7k $1.2m $1.2m 0.00% Added +5.1k +5,131
9 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,0919.1k $919.8k $919.8k 0.00% Added +2.3k +2,290
10 Bluesphere Advisors LLC 0.31% of their portfolio EAST NORRITON, PA 8,6238.6k $872.4k $872.4k 0.31% Reduced -5.8k -5,837
11 OPTIMA CAPITAL LLC 0.38% of their portfolio PORTLAND, OR 8,1438.1k $823.9k $823.9k 0.38% Added +192 +192
12 Astoria Portfolio Advisors LLC. 0.16% of their portfolio NEW YORK, NY 7,4007.4k $749.7k $749.7k 0.16% Added +311 +311
13 FOUNDERS FINANCIAL SECURITIES LLC 0.04% of their portfolio TOWSON, MD 6,5956.6k $718.8k $718.8k 0.04% Reduced -1.0k -1,042
14 CMC Financial Group 1.34% of their portfolio ATLANTA, GA 6,5256.5k $660.2k $660.2k 1.34% Reduced -941 -941
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,3566.4k $643.1k $643.1k 0.00% Added +20 +20
16 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 5,0735.1k $513.3k $513.3k 0.05% Reduced -328 -328
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 4,7194.7k $477.5k $477.5k 0.00% Reduced -6.4k -6,431
18 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,6534.7k $470.8k $470.8k 0.00% Reduced -1.0k -1,049
19 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 4,6254.6k $468.0k $468.0k 0.00% New
20 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,2004.2k $425.0k $425.0k 0.00% Added +4.1k +4,100
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,1634.2k $421.2k $421.2k 0.00% Reduced -1.1k -1,120
22 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 4,1104.1k $415.9k $415.9k 0.01% Reduced -6.5k -6,535
23 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 3,3713.4k $341.1k $341.1k 0.01% Added +213 +213
24 Owen LaRue, LLC 0.11% of their portfolio ELIZABETHTOWN, KY 2,9533.0k $298.8k $298.8k 0.11% New
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,9042.9k $294.0k $294.0k 0.00% Reduced -116 -116
26 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% of their portfolio CONCORD, MA 2,8272.8k $286.0k $286.0k 0.03% Reduced -11.1k -11,123
27 Stirlingshire Investments, Inc. 0.25% of their portfolio NEW YORK, NY 2,7872.8k $282.0k $282.0k 0.25% New
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 2,7302.7k $276.2k $276.2k 0.00% New
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,6202.6k $265.1k $265.1k 0.00% Reduced -32.3k -32,286
30 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 2,5982.6k $262.9k $262.9k 0.01% New
31 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 2,5272.5k $255.7k $255.7k 0.00% Added +27 +27
32 Fiduciary Alliance LLC 0.01% of their portfolio GREENVILLE, SC 2,2232.2k $242.2k $242.2k 0.01% New
33 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 2,0522.1k $207.6k $207.6k 0.01% New
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,6111.6k $163.0k $163.0k 0.00% New
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,4021.4k $141.9k $141.9k 0.00% New
36 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,1301.1k $114.3k $114.3k 0.01% Added +55 +55
37 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0061.0k $107.2k $107.2k 0.00% Added +696 +696
38 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 950950 $96.1k $96.1k 0.00% Unchanged
39 Team Financial Group, LLC 0.04% of their portfolio TEMECULA, CA 875875 $88.5k $88.5k 0.04% New
40 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 655655 $66.3k $66.3k 0.00% Unchanged
41 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 300300 $30.4k $30.4k 0.00% New
42 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 232232 $23.5k $23.5k 0.00% Unchanged
43 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 111111 $11.2k $11.2k 0.00% New
44 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 6868 $6.9k $6.9k 0.00% Unchanged
45 POM Investment Strategies, LLC 0.01% of their portfolio RALEIGH, NC 5353 $5.4k $5.4k 0.01% New
46 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 5050 $5.1k $5.1k 0.00% Reduced -50 -50
47 Archer Investment Corp 0.00% of their portfolio Carmel, IN 5050 $5.1k $5.1k 0.00% New
48 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 5050 $5.1k $5.1k 0.00% New
49 My Portfolio Guide, LLC 0.00% of their portfolio SEAL BEACH, CA 4848 $4.9k $4.9k 0.00% First filing
50 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1313 $1.3k $1.3k 0.00% Reduced -1.7k -1,700
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $172 $172 0.00% Reduced -1 -1