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  5. VALT: What do you think of this ETF to play the gold run up or have I missed the boat? [CI Gold Bullion Fund]
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Q: What do you think of this ETF to play the gold run up or have I missed the boat?
Is this tied to the price of gold? Would you expect the price of gold to increase as the interest rates decrease?
Thanks
Jeff
Asked by JEFF on December 05, 2023
5i Research Answer:

With $75M in assets it is a relatively small gold bullion fund but we would consider it OK for physical gold exposure. We would prefer the far larger PHYS. VALT is directly associated with the price of gold. That is all it owns. Gold has broken out to an all-time high, and it typically does well when interest rates decline. We would be comfortable with some exposure to the sector.