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GDMNWisdomTree Efficient Gold Plus Gold Miners Strategy Fund

Grow my moneyDiversifier4y track recordRanked #41 of 281 in this goal

Seeks total return.

By WisdomTree · Launched 2021

Annual Cost

0.45%

#2,319 of 6,035 · average

Fund Size

$221M

#2,371 of 6,035 · mid-size

Return (1Y)

+34.0%

Track Record

4 years

#2,518 of 6,035 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,171+31.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Region

Global

Strategy

Active selection

Focus

Gold

Holdings

By weight

Concentration

Top 10 holdings = 51.6% of fundmoderately concentrated

Anglogold Ashanti PLC
7.7%
Agnico Eagle Mines Ltd
7.4%
Newmont Corporation
7.1%
Barrick Mining Corp.
6.6%
Gold Fields Ltd
4.8%
Kinross Gold Corp.
4.8%
Wheaton Precious Metals Corporation
3.6%
COMMODITIES EXCHANGE CENTERGCJ6
3.2%
Pan American Silver Corp.
3.2%
Franco Nevada Corp
3.2%

Asset allocation

Stocks
91.7%
Other
8.2%
Cash
0.0%

By sector

Basic Materials
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
68.2%High

Year-on-year price swings

Max drawdown
-52.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.20Strong risk-adjusted returns
Sortino (3Y)
1.69Good downside protection

Bond profile

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio of global equity securities issued by Gold Miners and U.S.-listed gold futures contracts to achieve total return. Concentrates investments in the gold mining sub-industry, with exposure to companies in developed and emerging markets.
Inception date
December 14, 2021
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-17