In seinem Marktkommentar geht der Stratege Monty Guild ua. auf einige Goldanlagen ein.
Auch er bezweifelt, daß einige ETF die volle Golddeckung aufweisen; bemerkenswert seine Einstellung zu Mineninvestments:
"GOLD INVESTING
We prefer to use gold mining shares to gain exposure to rising gold prices in our portfolios. The physical gold market has been tight for months, and we have questions about the asset coverage for some gold ETF’s. It does not appear to us that enough gold is being delivered from commodity exchanges to cover the amount of new share issuances of the gold-backed ETF’s, and we do not know why. Jim Sinclair, for whom we have the highest respect, as well as other professionals, are also questioning this conundrum....."
http://jsmineset.com/index.php…tary-from-monty-guild-20/
Grüsse