(GDE) Efficient Gold Plus Equity - BATS

ETF Category: Multi-Asset Overlay | Exchange: BATS (USA) | Market Cap: 531m USD | Total Return: 34.6% in 12m

Gold Futures, Large-Cap Equities, Multi-Asset Strategy
Total Rating 53
Safety 54
Buy Signal -0.78
Multi-Asset Overlay
Category Rotation: -19.7
TER: 0.20%
AUM: 531M
Avg Turnover: 11.0M
Risk 3d forecast
Volatility33.5%
VaR 5th Pctl6.05%
VaR vs Median0.41%
Reward TTM
Sharpe Ratio1.01
Rel. Str. IBD43.7
Rel. Str. Peer Group25
Character TTM
Beta1.201
Beta Downside1.223
Hurst Exponent0.427
Drawdowns 3y
Max DD22.66%
CAGR/Max DD1.81
CAGR/Mean DD9.86

Warnings

Choppy

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: GDE Efficient Gold Plus Equity

The WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an actively managed, non-diversified ETF that pursues a multi-asset overlay strategy by combining U.S.-listed gold futures contracts with a market-capitalization-weighted basket of large-cap U.S. equity securities, targeting roughly a 50/50 split between the two exposures under normal market conditions. The fund may gain exposure to gold futures either directly or through a wholly-owned subsidiary, a structure commonly used to address regulatory and tax considerations tied to derivatives.

As a plus or overlay-style ETF, GDE pairs a traditional equity allocation with a gold futures sleeve, offering investors a combined equity-and-precious-metals strategy in a single wrapper rather than holding physical gold bullion.

Headlines to Watch Out For
  • Gold prices rise on inflation and rate cut expectations
  • US large-cap equities rally lifts equity sleeve returns
  • Fed rate cuts weaken dollar and boost gold futures exposure
  • Futures contango or backwardation impacts gold sleeve performance
What is the price of GDE shares?

As of June 29, 2026, the stock is trading at USD 60.67 with a total of 93,495 shares traded. Over the past week, the price has changed by -5.18%, over one month by -11.56%, over three months by +2.15% and over the past year by +34.55%.

Current recommended Stop Loss: 57.30 (which is 5.6% or 1.8 ATR below the current price).

Is GDE a buy, sell or hold?

Efficient Gold Plus Equity has no consensus analysts rating.