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Physical Gold

GLD (SPDR Gold Shares) Analysis

GLD holds physical gold bullion in secured vaults and tracks the spot price of gold minus fund expenses, making it the largest and most liquid way to trade gold exposure through an ETF.

NYSE ArcaIssuer: State Street Global AdvisorsExpense ratio: 0.40%

Investment Theme

What GLD actually holds

Direct exposure to the price of physical gold - a traditional safe-haven and inflation-hedge asset with low long-run correlation to equities, priced in USD.

Why analyze GLD

  • GLD is the standard vehicle for trading gold as a safe-haven or inflation hedge, and its options market is a useful gauge of hedging demand during macro stress.
  • Gold's price is heavily influenced by real interest rates and the US dollar, so GLD's IV regime often moves around the same Fed and inflation data that drives TLT and equity indices.
  • Comparing GLD's Monte Carlo range against equity ETFs helps illustrate its role as a portfolio diversifier during risk-off periods.

Composition

GLD sector & holdings exposure

GLD's only "holding" is physical gold bullion held in trust vaults - there are no company holdings or sector weights, since it is a commodity trust rather than an equity or bond fund.

Search Scenarios

Questions GLD research can answer

GLD 黄金 ETF 避险属性分析
How does GLD react to changes in real interest rates and the US dollar?
Does GLD actually diversify an equity-heavy portfolio during a drawdown?

FAQ

Frequently asked questions

Does HPSILab support options analysis for GLD?

Yes. GLD has an actively traded options market as the primary gold-exposure vehicle, with full IV structure, Greeks, expected move, and option pressure analysis available.

Why doesn't GLD show top holdings or sector weights?

GLD is a commodity trust holding physical gold bullion, not a stock or bond fund, so equity-style holdings and sector breakdowns don't apply.

Is this ETF research investment advice?

No. This page is for research and educational purposes only and does not constitute investment advice.

Research only. Not investment advice. Sector weights, holdings, and expense ratios are approximate and can change - verify current figures with the fund issuer before making decisions.