Wisdomtree Efficient Gold PLGDEETF
13F holders, Q2 2025 (June 30)27holders +7
10new positions
3sold out
$47.16avg. 13F price*
At the end of Q2 2025, 27 institutions reported holding Wisdomtree Efficient Gold PL (GDE) in their 13F filings, up 7 from Q1 2025. 10 opened new positions and 3 sold out. The largest holders were Mainstay Capital Management LLC ($160.1M), Alpine Bank Wealth Management ($31.5M) and CHURCHILL MANAGEMENT Corp ($10.3M).
- Company
- Wisdomtree Efficient Gold PL
- CUSIP
- 97717Y568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $211.8M |
| Exits | 3 | $750K |
All 13F filers, Q1 2025 → Q2 2025: 4,629,899 shares bought and 157,319 shares sold, net +4,472,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Mainstay Capital Management LLC | 7.89% | New | 3,393,983 | $160.1M |
| Alpine Bank Wealth Management | 4.75% | New | 666,906 | $31.5M |
| CHURCHILL MANAGEMENT Corp | 0.11% | New | 218,257 | $10.3M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -4.9% | 164,236 | $7.7M |
| Stapp Wealth Management, PLLC | 9.32% | New | 137,378 | $6.5M |
| McGrath & Associates, Inc. | 7.80% | Add +27.6% | 101,534 | $4.8M |
| Magnolia Private Wealth, LLC | 3.33% | Reduce -55.3% | 91,001 | $4.3M |
| LPL Financial LLC | 0.00% | Add +265.7% | 88,870 | $4.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.9% | 74,715 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +48.9% | 51,271 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 35,216 | $1.7M |
| Fermata Advisors, LLC | 0.43% | Add +87.2% | 34,357 | $1.6M |
| Oregon Pacific Wealth Management, LLC | 1.04% | Reduce -5.7% | 23,296 | $1.1M |
| Worth Asset Management, LLC | 0.45% | Reduce -13.2% | 19,232 | $907K |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 16,332 | $770K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.6% | 15,722 | $741K |
| Sanctuary Advisors, LLC | 0.00% | New | 15,301 | $722K |
| Atria Investments, Inc | 0.01% | New | 15,151 | $715K |
| M Wealth Management, LLC | 0.65% | No change | 14,860 | $701K |
| Brown Advisory Inc. | 0.00% | No change | 12,330 | $581K |
| Elm3 Financial Group, LLC | 0.43% | Add +111.8% | 10,868 | $513K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,387 | $254K |
| Avion Wealth | 0.03% | New | 3,209 | $151K |
| Osaic Holdings, Inc. | 0.00% | Add +47.9% | 3,157 | $149K |
| NewEdge Advisors, LLC | 0.00% | Reduce -81.6% | 364 | $17K |
| Simplex Trading, LLC | 0.00% | New | 91 | $4K |
| Blair William & Co. | 0.00% | No change | 10 | $472 |
"% of holder's portfolio" is GDE's weight in each manager's 13F, not the share of Wisdomtree Efficient Gold PL the manager owns.