Wisdomtree Efficient Gold PLGDEETF
13F holders, Q2 2026 (June 30)72holders +1
8new positions
6sold out
$59.41avg. 13F price*
At the end of Q2 2026, 72 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 1 from Q1 2026. 8 opened new positions and 6 sold out. The largest holders were Mainstay Capital Management LLC ($100.1M), Alpine Bank Wealth Management ($37.6M) and Wealthcare Advisory Partners LLC ($8.3M).
- Company
- Wisdomtree Efficient Gold PL
- CUSIP
- 97717Y568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.1M |
| Exits | 6 | $18.0M |
All 13F filers, Q1 2026 → Q2 2026: 154,071 shares bought and 803,438 shares sold, net −649,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Mainstay Capital Management LLC | 7.41% | Reduce -17.6% | 1,638,956 | $100.1M |
| Alpine Bank Wealth Management | 4.82% | Reduce -0.9% | 615,018 | $37.6M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +4.5% | 135,041 | $8.3M |
| McGrath & Associates, Inc. | 10.52% | Add +8.6% | 132,140 | $8.1M |
| Stapp Wealth Management, PLLC | 9.87% | Add +2.2% | 123,616 | $7.6M |
| OneDigital Investment Advisors LLC | 0.06% | Add +1.5% | 113,875 | $7.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.9% | 100,543 | $6.1M |
| Magnolia Private Wealth, LLC | 3.24% | Reduce -4.0% | 204,920 | $5.9M |
| Fermata Advisors, LLC | 1.08% | Add +12.6% | 87,185 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.0% | 57,182 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +90.9% | 56,608 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.4% | 52,002 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.2% | 39,512 | $2.4M |
| Morgan Stanley | 0.00% | No change | 36,444 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.8% | 35,553 | $2.2M |
| Aspire Capital Advisors LLC | 0.41% | Add +30.6% | 34,885 | $2.1M |
| SFG Wealth Management, LLC. | 0.73% | Reduce -0.7% | 33,019 | $2.0M |
| Optima Capital LLC | 0.66% | Reduce -19.9% | 27,272 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +52.5% | 26,603 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +55.2% | 25,437 | $1.5M |
| Spinnaker Investment Group, LLC | 0.24% | Add +10.0% | 24,597 | $1.5M |
| Elequin Capital, LP | 0.24% | New | 22,620 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +10.1% | 21,240 | $1.3M |
| SteelPeak Wealth, LLC | 0.03% | Add +9.4% | 20,096 | $1.2M |
| LWM Advisory Services, LLC | 2.18% | Reduce -0.9% | 20,000 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | No change | 20,000 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 19,871 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -39.6% | 18,289 | $1.1M |
| Worth Asset Management, LLC | 0.33% | Reduce -7.5% | 16,923 | $1.0M |
| Brown Advisory Inc. | 0.00% | No change | 12,792 | $782K |
| Lunt Capital Management, Inc. | 0.29% | Reduce -2.1% | 12,749 | $779K |
| M Wealth Management, LLC | 0.57% | Add +8.6% | 11,782 | $720K |
| Elm3 Financial Group, LLC | 0.44% | Reduce -6.8% | 10,523 | $643K |
| LPL Financial LLC | 0.00% | Add +130.8% | 8,803 | $538K |
| Triton Wealth Management, PLLC | 0.16% | Reduce -91.4% | 8,264 | $512K |
| XY Planning Network, Inc. | 0.06% | Add +0.9% | 7,908 | $483K |
| UBS Group AG | 0.00% | Reduce -1.4% | 7,889 | $482K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -7.3% | 6,547 | $400K |
| Howard Bailey Securities, LLC | 0.14% | Reduce -22.0% | 6,042 | $369K |
| Optivise Advisory Services LLC | 0.19% | No change | 6,020 | $368K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 6,004 | $367K |
| Atria Investments, Inc | 0.00% | Reduce -36.1% | 5,490 | $335K |
| J Hagan Capital, Inc. | 0.15% | Add +23.6% | 5,137 | $314K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.2% | 4,967 | $303K |
| Prospera Financial Services Inc | 0.00% | Reduce -21.7% | 4,924 | $301K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -67.3% | 4,464 | $273K |
| Quantinno Capital Management LP | 0.00% | Reduce -37.6% | 4,457 | $272K |
| Corient Private Wealth LP | 0.00% | New | 4,404 | $269K |
| Noble Wealth Management PBC | 0.11% | Add +37.9% | 4,115 | $251K |
| Regatta Research & Money Management | 0.24% | — | 4,107 | $251K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -6.1% | 3,938 | $241K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 3,892 | $238K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.7% | 3,581 | $219K |
| Team Financial Group, LLC | 0.09% | Add +38.0% | 3,512 | $215K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -10.0% | 3,445 | $210K |
| Fiduciary Financial Advisors | 0.02% | New | 3,261 | $199K |
| AE Wealth Management LLC | 0.00% | Add +50.5% | 2,867 | $175K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2,648 | $162K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,102 | $129K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,222 | $75K |
| Tounjian Advisory Partners, LLC | 0.03% | New | 1,171 | $72K |
| Caitlin John, LLC | 0.03% | No change | 1,000 | $61K |
| Wells Fargo & Company | 0.00% | New | 921 | $56K |
| Simplex Trading, LLC | 0.00% | New | 396 | $24K |
| Triumph Capital Management | 0.00% | No change | 328 | $20K |
| Allworth Financial LP | 0.00% | New | 300 | $18K |
| IFP Advisors, Inc | 0.00% | Add +36.0% | 287 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 181 | $11K |
| Signaturefd, LLC | 0.00% | No change | 125 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 104 | $6K |
| US Bancorp \de | 0.00% | No change | 75 | $5K |
| Blair William & Co. | 0.00% | No change | 10 | $611 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.