GDE — WISDOMTREE EFFICIENT GOLD PL
As of Q2 2026, 5 SEC-registered investment managers reported holding GDE (WISDOMTREE EFFICIENT GOLD PL) in their latest 13F filings, with a combined reported value of $5.23M across 85.69K shares. That is +20.8% by share count (+14.74K shares) versus the previous quarter, while reported value moved +17.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 36.44K | $2.23M | 0.00% | Hold |
| JPMorgan Chase & Co history | 25.44K | $1.55M | 0.00% | New |
| Citadel Advisors history | 15.00K | $916.42K | 0.00% | Reduce |
| UBS Group AG history | 7.89K | $481.98K | 0.00% | Reduce |
| Wells Fargo & Co history | 921 | $56.27K | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 36.44K | $2.29M | 0.00% | Hold |
| Citadel Advisors history | 19.93K | $1.25M | 0.00% | Reduce |
| UBS Group AG history | 8.00K | $503.01K | 0.00% | Add |
| AQR Capital Management history | 6.58K | $413.57K | 0.00% | New |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 36.45K | $2.25M | 0.00% | Add |
| Citadel Advisors history | 25.93K | $1.60M | 0.00% | Add |
| Bank of America Corp history | 20.16K | $1.24M | 0.00% | Add |
| JPMorgan Chase & Co history | 11.43K | $704.36K | 0.00% | Add |
| UBS Group AG history | 3.87K | $238.53K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 8 | $493 | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 17.20K | $987.39K | 0.00% | New |
| Bank of America Corp history | 10.35K | $594.42K | 0.00% | New |
| Morgan Stanley history | 9.33K | $535.75K | 0.00% | New |
| JPMorgan Chase & Co history | 3.86K | $221.43K | 0.00% | New |
| UBS Group AG history | 39 | $2.24K | 0.00% | New |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 247 | $10.14K | 0.00% | New |
| Morgan Stanley history | 1 | $64 | 0.00% | Hold |
Q4 2024 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1 | $58 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1 | $37 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 25.44K sh · $1.55M
- Wells Fargo & Co 921 sh · $56.27K
Fully Exited (vs previous quarter)
- AQR Capital Management sold 6.58K sh · $413.57K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 36.44K | 36.44K | 36.45K | 9.33K | 1 | 1 | 1 | 1 | — | — | — | — |
| JPMorgan Chase & Co | 25.44K | — | 11.43K | 3.86K | — | — | — | — | — | — | — | — |
| Citadel Advisors | 15.00K | 19.93K | 25.93K | 17.20K | — | — | — | — | — | — | — | — |
| UBS Group AG | 7.89K | 8.00K | 3.87K | 39 | 247 | — | — | 33 | 144 | 831 | 1.32K | 47 |
| Wells Fargo & Co | 921 | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | 8 | — | — | 1 | — | — | — | — | — | — |
| AQR Capital Management | — | 6.58K | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 20.16K | 10.35K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details