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Saturday, September 6, 2025 by Christoph Schmid|Comment 0
within category Gold,Silver,ETFs,Mining Stocks,Inflation Hedge,Diversification,Commodity Investment

Gold reached a new historic high this week, climbing to $3,560 per ounce, marking its best weekly performance in three months. Since the start of the year, the precious metal has surged 35%. Silver is following a similar trajectory, ending the week at $40.65 per ounce, up 41% in 2025.

This strong performance is driven by several macroeconomic factors: expectations of lower interest rates and a weaker dollar are boosting demand for precious metals, traditionally seen as safe-haven assets. In an environment of economic and geopolitical uncertainty, gold and silver attract investors seeking to protect capital while benefiting from rising prices.


Why Invest Now

  • Hedge Against Inflation and Volatility: Gold and silver safeguard capital against market fluctuations and currency depreciation.

  • Growth Potential: The current upward trend is supported by solid macroeconomic fundamentals.

  • Portfolio Diversification: Including precious metals reduces overall portfolio risk, particularly in uncertain environments.


Concrete Investment Options

1. Precious Metals ETFs

  • SPDR Gold Shares (GLD): Direct exposure to physical gold, highly liquid and widely followed.

  • iShares Silver Trust (SLV): Exposure to physical silver with strong liquidity.

  • VanEck Gold Miners ETF (GDX): Access to gold mining companies, providing leveraged exposure to gold price increases.

  • VanEck Silver Miners ETF (SIL): Exposure to silver producers, allowing investors to capitalize on price increases with a multiplier effect.

2. Mining Stocks

  • Barrick Gold (GOLD): One of the world’s leading gold producers, with a strong balance sheet and stable yield.

  • Newmont Corporation (NEM): Broad geographic diversification and strong production capacity.

  • First Majestic Silver (AG): Specialized in silver, well-positioned to benefit from rising prices.


Comparative Snapshot of 

Gold and Silver Investment Opportunities: ETFs vs. Mining Stocks (YTD 2025)

Asset YTD Performance Dividend Volatility Potential Return
GLD +35% N/A Moderate Moderate
SLV +41% N/A High High
GDX +90% N/A Very High Very High
SIL +90% N/A Very High Very High
GOLD +40% 2.5% Moderate High
NEM +60% 3.0% Moderate Very High
AG +50% 0.5% High High



Recommendation

For investors seeking both safety and growth, combining physical gold and silver, or ETFs, with mining stocks offers an optimal balance of inflation protection, diversification, and performance potential. With current expectations of falling interest rates and a weaker dollar, precious metals remain a strategic investment in 2025.

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