The article compares SPDR Gold Shares (GLD), the leading gold fund, with iShares Silver Trust (SLV), one of the primary silver trusts, on cost, stability, and potential as an inflation hedge. GLD's expense ratio is 0.4%, 0.1 percentage points lower than SLV's 0.5% (a 10-basis-point difference). Both hold 100% physical metal, with GLD launched in 2004 and SLV in 2006. The author sees gold supported by central bank demand to diversify reserves away from U.S. dollar assets, while silver has added industrial demand from the AI buildout and expanding electrical infrastructure. After silver rallied above $110 per ounce earlier this year and then fell more than 50%, and gold dropped roughly 25% from its January highs, the author suggests GLD's lower volatility makes it the more suitable core holding for long-term investors, while SLV offers more upside for those willing to tolerate bigger price swings.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
XAU/USD
• NeutralRelevance: low
| Market | Gold |
|---|---|
| Close on 10/27/2026 | 4,060.32 |
| Change that session | +1.07% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Gold Fund Slips 0 . 54 % as Silver Fund Gains 1 . 13 % | Gold & Silver , Oct 20
The SPDR gold fund (GLD) fell 0.54% to US$377.65 on Tuesday, October 20, at the New York close, while the iShares silver fund (SLV) rose 1.13% to US$52.12. Kitco placed spot gold near US$4,120 an ounce and silver near US$58 after the close, and said gold stayed under pressure from inflation worries and expectations of further Federal Reserve rate rises. The dollar index fell about 0.3% to 101.7, so currency strength did not drive the move. The article says the sources do not fully explain silver's gain on their own, though silver has industrial uses such as solar panels and electronics. Polymarket priced a gold dip to US$4,100 in October at 83.0% and a rise to US$4,200 at 58.2%.
- Gold and silver prices pressured by hot inflation , but gold ETF holdings buck trend to hit 2026 highs – Heraeus
Gold and silver came under renewed pressure after hot US CPI and PPI data, but gold ETF holdings rose to their highest level of the year despite oil and rate headwinds. Gold briefly dipped below $4,100 an ounce before recovering as Treasury yields and the dollar eased, and the implied probability of a Fed hike at the 28 October meeting fell. Bloomberg-tracked gold ETF holdings reached 101.3 million ounces on 8 October, up 5.3% from their 20 July low, with Asian-listed funds providing almost half of the 12-month increase. Silver fell below $60 an ounce, briefly approaching July lows near $55, before recovering above $57. Heraeus also said the National Bank of Kazakhstan plans to reduce gold's share of its reserves from about 78% to 75% by year-end, a rebalancing rather than a broader reversal in central bank demand.
- Silver Prices Plunge as World's Largest Silver Fund Scoops Up Tens of Tonnes
On October 14, silver fell more than 6% to below USD 55.6/ounce, its lowest level in three months, while gold dropped nearly 1.5% below USD 4,100/ounce. The same day, BlackRock's iShares Silver Trust (SLV), the world's largest silver ETF, net bought nearly 13 tonnes, bringing its holdings to about 15,370 tonnes after two earlier sessions totaling over 25 tonnes. The sell-off followed a hotter-than-expected September U.S. CPI, up 3.7% year on year against a 3.6% forecast, with core inflation at 2.6% and gasoline up 9.1%. Higher Treasury yields and a stronger dollar raised expectations of a Fed rate hike in October, with Kitco's estimated probability rising from 21% to 47%. Technically, USD 55/ounce is a key support level, with a possible drop toward USD 52, while resistance sits at USD 56.55-57.64/ounce.
- Gold falls to 11 - week low ; silver slumps to lowest close this year ( GLD : NYSEARCA )
- Gold Fund Gains 0.34% as Silver Fund Rises 0.27% | Gold & Silver, Oct 21
The gold fund GLD rose 0.34% to US$378.90 and the silver fund SLV gained 0.27% to US$52.26 on Wednesday 21 October, while the gold-miners fund GDX rose 0.72%. A dealer report from USAGOLD put spot gold near US$4,120 an ounce and spot silver near US$57.30, down about 1%, so the fund and spot readings for silver moved in different directions. The article could not confirm an official spot price or a single trigger for the day's move. Traders are weighing further US interest-rate rises ahead of the Federal Reserve meeting on 27–28 October. Polymarket bets gave 69.0% to two Fed rate rises in 2026, on US$1.13 million traded; the article stresses these are bets, not forecasts.
- Silver Funds Grab 5M oz Off $55 as Gold Stalls Near $4 , 200
Related markets
Latest news
- Mortgage rates fell for the second straight week, but more borrowers still sought savings in riskier loans
The average 30-year fixed mortgage rate for conforming loans (up to $832,750) fell to 7.37% from 7.41%, and total mortgage applications rose 3.4% last week, according to the Mortgage Bankers Association. Refinance applications were still 61% lower than a year earlier, as about half of borrowers have rates below 4%, while purchase applications rose 4% but were 18% below last year. The ARM share of applications climbed to 11.3%, the highest in more than a year, and the 5/1 ARM rate eased to 6.41%; ARMs are seen as riskier because they adjust to market rates when the fixed term ends. Potential buyers remain worried about the broader economy, and some agents say buyers are waiting for the midterm election results.
- Google alters its cloud playbook, enlisting partners to sell more AI chips
Alphabet said Oracle will offer Google's TPUs, the first time customers can access them outside Google's infrastructure. Analysts expect Google Cloud revenue to jump about 90% from a year earlier, after 82% growth in the second quarter, when Google Cloud revenue was $25 billion versus $42 billion at AWS and $29 billion at Microsoft Azure. Anthropic agreed to use up to 1 million TPUs in a deal worth tens of billions of dollars, and CNBC confirmed OpenAI is also planning to buy TPUs. Broadcom detailed a $63 billion vehicle backed by Blackstone and three big banks to buy TPUs and lease them to Anthropic for five years. TD Cowen estimates a 20% operating margin on TPU sales, compared with about 35% for overall cloud margin last quarter.
- BP Silver Corp. Intersects 10.0 Meters Grading 183.62 g/t Silver and 0.59 g/t Gold (239.65 g/t Silver Equivalent), Including 2.0 Meters Grading 506.50 g/t Silver and 1.08 g/t Gold (600 g/t Silver Equivalent) at Cosuño Silver Project, Bolivia
BP Silver Corp. reported assay results from two more diamond drill holes, CO-0016 and CO-0019, at the Jalsuri North target in Phase 2 of its drilling program at the Cosuño Silver Project in Bolivia. CO-0019 intersected 10.0 m grading 183.62 g/t silver and 0.59 g/t gold (239.65 g/t silver equivalent), including 2.0 m at 506.50 g/t silver and 1.08 g/t gold starting at 3.0 m depth, and a 5.0 m interval from 4.0 to 9.0 m at 294.00 g/t silver and 0.81 g/t gold. Both holes were mineralized with zinc along their full lengths; CO-0019's lower zone graded 2.49% zinc equivalent over 100.0 m, while CO-0016 returned 96 m grading 1.37% zinc. The company said Jalsuri North may host a substantial polymetallic system, and further drilling is needed to determine the continuity of the mineralization.
- Three billionaires called the AI top. Each has a reason to.
Elon Musk, Ken Griffin and Chamath Palihapitiya all called the top of the AI trade in the same week, as CoreWeave, Nebius and IREN fell more than 30% in a month. Host Ejaaz Ahamadeen examines which claims hold up, who is talking their own book, and what investors should really worry about, from idle GPUs to a closing debt window.
- The hidden opportunity in the tech stock crash
Alex Giuliano of Resonate Wealth Partners and Jay Pelosky of TPW Advisory argue that the recent semiconductor sell-off is a fake-out that creates an opportunity. They say investors doubt the sustainability of AI earnings, leaving chip and memory stocks at very low forward P/E multiples: South Korea's market trades near an all-time low of about five times forward earnings, and Nvidia's forward P/E is at a 10-year low. They point to strong short-term GPU rental demand and ASML's comments that it cannot keep up with demand through 2028, expecting demand to stay robust for several years. They see AI as early, with the agentic AI economy just beginning and the physical AI economy not yet started. They say upcoming earnings from SpaceX and big hyperscalers will test whether investors start trusting the earnings outlook.
- Meta plans $95bn fund raise for AI infrastructure and personal superintelligence
Meta plans to raise up to $95bn through equity offerings to fund AI infrastructure and personal superintelligence, including about $35bn in concurrent underwritten offerings. Nvidia, AMD and Broadcom have expressed non-binding interest in buying up to $5bn of Class A shares, and a $60bn at-the-market programme for Class C stock is planned to start after trading begins in the first quarter of 2027, though it has not yet been established. Meta expects 2026 capital expenditure of $135bn-$145bn; revenue rose 26% to $64.6bn in the latest quarter, but capex of $34.9bn pushed free cash flow to negative $2.1bn. The company held $82.5bn in cash, cash equivalents and marketable securities at the end of September. The move follows Alphabet's $80bn equity raise in June and SpaceX's approximately $40bn master finance lease with an Apollo-managed entity.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.