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VanEck Junior Gold Miners ETF targets small and mid-cap gold miners with higher growth potential and greater operating leverage than GDX's large-cap holdings, serving as the high-beta vehicle for investors seeking maximum upside during gold bull market accelerations. This analysis is part of Energy Macro’s ETF Monitor
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VanEck Gold Miners ETF is the benchmark gold mining ETF with over $15 billion in AUM, holding major producers like Newmont, Barrick, and Agnico Eagle — providing leveraged exposure to gold prices through miners whose profit margins expand as gold rises above all-in sustaining costs. This analysis is part of Energy
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ETFMG Prime Junior Silver Miners ETF provides leveraged exposure to silver prices through small-cap silver mining companies, offering 2-3x the upside of silver bullion in bull markets but with correspondingly amplified downside risk and operational mining exposure. What Is SILJ? SILJ tracks an index of global junior silver mining companies—
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Sprott Physical Silver Trust stores fully allocated silver bars at the Royal Canadian Mint with physical redemption rights, offering the same sovereign-custody advantages as PHYS for investors who want silver exposure without commercial bank counterparty risk. What Is PSLV? Sprott Physical Silver Trust holds physical silver bullion stored in secure
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iShares Silver Trust is the largest silver ETF with over $14 billion in AUM, providing exposure to silver's dual role as both a monetary metal and a critical industrial input for solar panels, EVs, and electronics — making it a leveraged play on both debasement and electrification. What Is
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Sprott Physical Gold Trust holds fully allocated gold bars stored at the Royal Canadian Mint with a unique redemption feature allowing large holders to take physical delivery — the preferred vehicle for investors who distrust custodial arrangements at major banks. What Is PHYS? The Sprott Physical Gold Trust holds physical gold
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iShares Gold Trust offers the same physical gold exposure as GLD at a lower 0.25% expense ratio, making it the preferred long-term accumulation vehicle for Energy Macro investors building strategic gold positions as a debasement hedge. What Is IAU? The iShares Gold Trust (IAU) is BlackRock's gold
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Global X U.S. Infrastructure Development ETF captures the multi-trillion-dollar American infrastructure rebuild through holdings in construction materials, heavy equipment, engineering firms, and grid components — the companies that physically build the roads, bridges, and power lines that government spending mandates. What Is PAVE? PAVE tracks the Indxx U.S. Infrastructure
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Sprott Uranium Miners ETF is the purest-play uranium mining ETF, concentrating holdings in uranium producers and developers like Cameco, Kazatomprom, and NexGen Energy — providing direct leverage to the nuclear renaissance driven by AI data center power demand and global energy security concerns. What Is URNM? The Sprott Uranium Miners ETF
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SPDR Gold Shares is the world's largest physically-backed gold ETF with over $75 billion in AUM and a 0.40% expense ratio, serving as the default institutional vehicle for portfolio debasement protection and central bank monetary policy hedging within the Energy Macro framework. What Is GLD? SPDR Gold