Add Gold Without the Noise: The ETF Approach
- Kyri D Kyriacou
- Sep 4
- 2 min read
Why gold is in focus now
Gold has printed new highs this week. Recent sell‑side research (including Goldman Sachs) outlines conditional paths for continued strength — a base case toward ~$4,000 by mid‑2026 and higher scenarios (up to near $5,000) if confidence in US monetary policy weakens.
These are scenarios, not guarantees, but they explain the renewed interest in gold as a store of value.
The “shorter, safer” route: physically‑backed gold
ETFs/ETCs
Physically backed: each share is backed by vaulted metal; no leverage.
Regulated custody with transparent holdings and daily reporting.
Exchange‑traded: simple to buy/sell during market hours with live pricing.
Clean costs: known TERs plus standard trading/custody fees.
How we implement on a professional platform
Instrument selection: choose a core, liquid line to match funding currency and reduce FX drag (e.g., SGLN/PHAU in GBP/EUR, GLD/IAU in USD).
Order discipline: place limit orders during core market hours to control entry and spreads.
Post‑trade: confirmations, position reporting and secure custody.
Scenario math (illustrative)
From spot around $3,540/oz (4 Sep 2025), purely mechanical moves before FX/fees:
To $4,000 → ~+13%
To $4,500 → ~+27%
To $5,000 → ~+41%
Recent performance snapshots (as of 31 Aug 2025; total return; not annualised)
GLD (bullion tracker): +3.9% (1M) / +5.5% (3M) / +31.0% (YTD)
GDX (gold miners): +22.0% / +24.6% / +85.7% (YTD)
GDXJ (junior miners): +23.8% / +21.9% / +85.7% (YTD) Miners are higher‑volatility and can diverge materially from bullion.
Risks to understand
Volatility: gold and related equities can fall sharply.
FX effects: listings in non‑base currencies add currency risk.
Tracking & costs: TERs, spreads and custody fees reduce returns.
Macro uncertainty: scenarios may not materialise; past performance ≠ future results.
If you’d like to go deeper
I can walk you through the KYC → funding → first trade path in a brief call and share a concise pack (factsheets, fees, and a step‑by‑step guide).
If you prefer to start independently, please review the KID/Prospectus and fee schedule before any investment.
Disclosure: This article is for information and education only and does not constitute investment advice or a solicitation to buy/sell any security. All investments carry risk, and you may not get back the amount invested. Suitability, tax and regulatory considerations depend on individual circumstances.
