ViLiQ

Physical versus financial gold

Gold · lesson 4

22 minute read50 VILIQ Points

By the end
Compare the ways of holding gold exposure and identify what each one actually gives you a claim on.

  • Gold +12
  • Risk +6
  • Trust awareness +4

There are several ways to hold gold exposure and they are not equivalent. The differences matter most in exactly the circumstances people buy gold to protect against.

What each holding actually gives you
FormYou holdMain risk
Physical, in your possessionThe metalTheft, storage, wide dealer spreads
Allocated storageSpecific bars held in your nameCustodian failure, storage fees
Unallocated accountA claim on the institution, not on specific metalYou are an unsecured creditor if it fails
Physically backed ETFA share in a fund holding metalFund structure, custodian, market hours
FuturesA contract for future deliveryLeverage, margin calls, roll cost
Mining sharesA company that produces goldEquity and operational risk — not the metal

Mining shares are frequently described as leveraged gold exposure. They do respond to the gold price, but they also carry operational risk, cost inflation, jurisdiction risk and management quality. A miner can fall while gold rises. It is an equity investment in a company whose product happens to be gold.

Common belief

"Buying physical gold means no counterparty risk."

What is actually true

Holding metal yourself removes counterparty risk and replaces it with theft, storage and verification risk — plus a dealer spread on both purchase and sale that is frequently several percent each way. The risk is transformed, not eliminated, and the spread is a certain cost against an uncertain benefit.

Glossary

Allocated
Specific identified bars held in your name, segregated from the custodian’s assets.
Unallocated
A claim on an institution for a quantity of gold, ranking as an unsecured creditor.
Roll cost
The cost of replacing an expiring futures contract with a later one.
Dealer spread
The gap between what a dealer pays you and what they charge you. Paid on both sides.

Check your understanding

0 of 3 answered

Pass mark 70%: at least 3 of 3 correct.

  1. 1.What is the key difference between allocated and unallocated gold?
  2. 2.Gold rises 5% and a gold mining share falls 8%. Is this possible?
  3. 3.Does holding physical gold eliminate risk?

Challenge — Match the form to the purpose

Describe two different reasons somebody might want gold exposure. For each, state which form of holding best matches that purpose and why, and name the main risk they would be accepting.

What a good answer contains

  • States two genuinely different purposes
  • Matches a form of holding to each with reasoning
  • Names the specific risk accepted in each case

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Put it to work

Read a market with what you just learned, then practise with simulated money. No real order is ever placed.

VILIQ provides market intelligence, research and educational information. It is not financial product advice and does not take your personal circumstances into account. Consider your own situation and seek licensed advice before making financial decisions.

VILIQ provides market intelligence, research and educational information. It is not financial product advice and does not take your personal circumstances into account. Consider your own situation and seek licensed advice before making financial decisions.

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