SGDM: Gold Mining Companies Are Incredibly Profitable And Very Cheap

The Sprott Gold Miners ETF offers exposure to large, profitable gold miners with very wide margins and attractive valuations. SGDM's holdings are trading at significant discounts to the S&P 500, despite median sector profit margins of 31% and robust cash flows. Gold miners remain cash flow positive even with moderate gold price declines, as all-in costs are well below current gold prices.

Seeking Alpha • 15 hours ago

How China's Rare Earths Dominance Reshapes Defense Strategy

The global push, particularly in Western nations, towards advanced technology in the defense sector is amplifying the realization that critical supply chains run through China. For defense strategists, this reliance becomes a roadblock on the path to critical mineral independence.

ETF Trends • Jun 4, 2026

Gold ETFs Shine Again as Ceasefire Hopes Lift Market Optimism

Ceasefire optimism, a weaker dollar and cooling oil prices are putting gold ETFs back in focus.

Zacks Investment Research • May 25, 2026

Why Central Banks Are Trading Dollars for Gold

In a Sprott Precious Metals report, Sprott Managing Partner and Market Strategist Paul Wong, noted gold reclaiming its status as the world's primary neutral reserve asset. When it comes to the global central banking system, gold reserves have overtaken U.S. dollar-denominated reserves.

ETF Trends • May 22, 2026

SGDM Nearly Doubled Gold's Gains While IAUI Capped Upside for a 12.52% Yield and One Choice Depends Entirely on 2026

Gold's run has forced investors to pick a lane. Sprott Gold Miners ETF (NASDAQ:SGDM) and NEOS Gold High Income ETF (NASDAQ:IAUI) both let you express a bullish gold view, but they sit at opposite ends of the risk spectrum.

24/7 Wall Street • May 20, 2026

How M&A and the Unicorn Strategy are Reshaping Gold Miners

As gold prices are facing short-term volatility, its associated mining sector is undergoing a structural transformation characterized by a resurgence in strategic dealmaking.

ETF Trends • May 4, 2026

The Case for Gold Miners: Why Supply Scarcity is Key

While gold has proved to be a hot commodity for the last few months, some naysayers have looked at March's short-term volatility as a reason to stay away from the precious metal for now.

ETF Trends • Apr 27, 2026

SLV Delivers Stronger Long Term Gains Than SGDM

SLV and SGDM charge identical expense ratios, but SGDM adds equity market exposure via gold miners instead of direct silver. SLV delivered a much stronger 1-year return, while SGDM experienced a slightly deeper drawdown over five years.

The Motley Fool • Apr 24, 2026

Why Defense & Energy Needs Are Repricing Critical Minerals

Geopolitical conflict is forcing the markets to think critically about critical minerals. More specifically, the importance of critical materials has shifted from industrial use to a vital component in national defense and energy security.

ETF Trends • Apr 20, 2026

Why Invest in Rare Earths? Consider These Three Use Cases

In recent months, there has been a lot of discussion about the importance of amplifying the domestic production and supply chains for rare earths in the United States. Given that China maintains a significant hold over the global market, the U.S. looking to increase its own rare earths presence makes a good deal of sense.

ETF Trends • Apr 20, 2026