WISDOMTREE EFFICIENT GOLD PL GDE
$62.06
+0.8% 52w: $43.98 – $76.16
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data43.9860.0776.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
71
+10 QoQ
13F value
$295.2M
+3.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
10.6×
$1.3M calls / $126K puts
Institutional value by quarter
Number of holders
Who owns GDE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 2.0M | $125.1M | 9.6% | +1.4% |
| Alpine Bank Wealth Management | Wealth advisor | 620.6K | $39.0M | 5.7% | -6.4% |
| Focus Partners Wealth | Wealth advisor | 214.2K | $13.5M | 0.0% | -1.9% |
| CWM, LLC | Wealth advisor | 212.7K | $13.4M | 0.0% | +11.3% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 129.3K | $8.1M | 0.2% | -4.8% |
| McGrath & Associates, Inc. | Wealth advisor | 121.7K | $7.7M | 11.3% | +6.6% |
| STAPP WEALTH MANAGEMENT, PLLC | Wealth advisor | 120.9K | $7.6M | 9.7% | -11.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 112.2K | $7.1M | 0.1% | New |
| Magnolia Private Wealth, LLC | Wealth advisor | 213.5K | $6.6M | 4.4% | +100.2% |
| Triton Wealth Management, PLLC | Wealth advisor | 96.6K | $6.2M | 2.3% | +34.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 82.5K | $5.2M | 0.0% | +79.7% |
| Fermata Advisors, LLC | Wealth advisor | 77.5K | $4.9M | 1.1% | +80.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 58.4K | $3.7M | 0.0% | -1.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 52.8K | $3.3M | 0.0% | +2.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 52.2K | $3.3M | 0.1% | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 43.3K | $2.7M | 0.0% | -20.8% |
| MORGAN STANLEY | Bank broker | 36.4K | $2.3M | 0.0% | 0.0% |
| OPTIMA CAPITAL LLC | Wealth advisor | 34.0K | $2.1M | 1.0% | +1.9% |
| SFG Wealth Management, LLC. | Wealth advisor | 33.2K | $2.1M | 0.9% | -1.1% |
| HRT FINANCIAL LP | Diversified mechanical | 32.5K | $2.0M | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 30.3K | $1.9M | 0.0% | -58.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.7K | $1.9M | 0.0% | New |
| Aspire Capital Advisors LLC | Wealth advisor | 26.7K | $1.7M | 0.4% | +4.8% |
| JANE STREET GROUP, LLC | Market maker | 26.5K | $1.7M | 0.0% | +9.2% |
| Spinnaker Investment Group, LLC | Wealth advisor | 22.4K | $1.4M | 0.3% | -17.7% |
| Modern Wealth Management, LLC | Wealth advisor | 20.0K | $1.3M | 0.0% | New |
| LWM Advisory Services, LLC | Wealth advisor | 20.2K | $1.3M | 1.4% | Held |
| Kingsview Wealth Management, LLC | Wealth advisor | 19.3K | $1.2M | 0.0% | +57.8% |
| SteelPeak Wealth, LLC | Other | 18.4K | $1.2M | 0.0% | +114.6% |
| Worth Asset Management, LLC | Wealth advisor | 18.3K | $1.2M | 0.4% | -1.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 17.8K | $1.1M | 0.0% | +38.8% |
| Arkadios Wealth Advisors | Wealth advisor | 17.4K | $1.1M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 16.4K | $974K | 0.0% | +43.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 13.7K | $860K | 0.0% | New |
| Lunt Capital Management, Inc. | Wealth advisor | 13.0K | $819K | 0.3% | New |
| BROWN ADVISORY INC | Diversified mechanical | 12.8K | $805K | 0.0% | Held |
| Elm3 Financial Group, LLC | Wealth advisor | 11.3K | $710K | 0.6% | -3.8% |
| M Wealth Management, LLC | Wealth advisor | 10.8K | $682K | 0.6% | -24.4% |
| Atria Investments, Inc | Wealth advisor | 8.6K | $540K | 0.0% | -85.6% |
| UBS Group AG | Bank broker | 8.0K | $503K | 0.0% | +106.6% |
| XY Planning Network, Inc. | Wealth advisor | 7.8K | $501K | 0.1% | -43.0% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 7.7K | $487K | 0.2% | -3.6% |
| Quantinno Capital Management LP | Diversified mechanical | 7.1K | $449K | 0.0% | New |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 7.1K | $444K | 0.0% | -13.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 6.6K | $414K | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 6.3K | $396K | 0.0% | +16.7% |
| Optivise Advisory Services LLC | Wealth advisor | 6.0K | $379K | 0.2% | -16.5% |
| Kelman-Lazarov, Inc. | Wealth advisor | 6.0K | $378K | 0.1% | +71.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 5.9K | $373K | 0.0% | -77.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 5.0K | $312K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.