$603 Million Left the World’s Biggest Gold ETF. It Didn’t Leave Gold.

Investors pulled $603 million out of the world’s biggest gold ETF this week. Almost none of it left gold. It rotated into three cheaper funds tracking the identical trade, exposing the fee math behind the move and the ownership question every ETF holder should be able to answer.
Peak Gold: Why Can’t Gold Mine Supply Keep Up With Demand?

Gold demand hit a record 5,000+ tonnes in 2025 while mine supply barely grew. Here’s the peak gold mechanism, explained.
Gold ETF & Physical Gold: Hidden Risks Most Investors Miss

Gold ETFs offer convenience, but that ease comes with hidden risks. From counterparty exposure to frozen redemptions, this breakdown shows why physical gold offers true ownership and real crisis protection.
$50 Silver, $4,000 Gold: Here’s What Happens Next

Those who think they’ve “missed out” on gold are missing the point. As Mike Maloney puts it: “If a ship goes down, those who paid more for their lifeboats aren’t any less happy than those who paid less.” In his latest video, Mike describes what he calls the “lifeboat moment” for gold — a phase when physical demand surges, small bars vanish from the market, and ordinary investors rush to secure real metal before prices accelerate. This isn’t a headline-driven pop. It’s a turning point. The Small Gold Bar Shortage Has Begun In Tokyo, Japan’s largest bullion dealer, Tanaka Kikinzoku, […]
