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Metals

Data cutoff
All research on Metals
Modeled fair value
GLD · Gold
-0.5Somewhat expensive
406080100120140160FAIRMARKET
P10–P90P25–P75Median fair valueToday's market price = 100

Today’s price sits at the 57.9th percentile of modeled fair value 42% of modeled scenarios put fair value above the market.

Median fair value
96.7
index, market = 100
Upside to median
-3.3%
Last close
$423.36
2026-08-21
Confidence
moderate-high
76/100
Modeled returns

Return distributions, not point forecasts

Percentiles describe the spread of scenario outcomes under the stated method. The width of the range carries as much information as the midpoint.

One year

blended
P90
+42.0%
P75
+22.0%
Median
+2.0%
P25
-12.0%
P10
-28.0%

54% of modeled scenarios end positive.

gold_macro_demand_and_industrial_metal_scenarios

Three years, annualised

blended
P90
+24.0%
P75
+14.0%
Median
+5.0%
P25
-2.0%
P10
-8.0%

gold_macro_demand_and_industrial_metal_scenarios

Against the Treasury hurdle

1y Treasury
3.99%
Expected excess
-2.0%
Basis
direct

DGS1 is the preferred investment-basis annual hurdle; the expected excess is modeled and is not a guaranteed return.

Instruments

7 in this asset class

SymbolValuationFair valueLast close1y modeled
GLD
Gold
-0.5Somewhat expensive96.7$423.36+2.0%
SLV
Silver
Unavailable$62.72
PPLT
Platinum
Unavailable$17.02
CPER
Copper
Unavailable$39.99
DBB
Base Metals
Unavailable$25.55
GDX
Gold Miners
Unavailable$102.83
PICK
Global Metals and Mining
Unavailable$65.70