Q4 · 2025 Investor Brief$2.1B AUM
Institutional Precious Metals · Since 1990

The standard
for physical
gold.

Broad Street Gold structures LBMA-certified bullion positions inside IRA, 401(k), and trust accounts — allocated, segregated, insured to the gram. Trusted by 12,400+ households and $2.1B in custody for 34 years.

AUM
$2.1B
physical metals
24-yr CAGR
+9.4%
vs. SPX 7.1%
Max drawdown
−22%
vs. SPX −45%
Client retention
97.4%
10-yr rolling
Form A-001 · ConfidentialNo. 6106

The 2025 Investor Report.

A 64-page institutional brief: allocation framework, IRA rollover mechanics, macro thesis through 2030. Delivered by overnight courier or PDF.

By submitting, you authorize Broad Street Gold to contact you. We do not share or sell client data.

GoldXAU/USD2648.12 0.00%
SilverXAG/USD31.56 0.34%
PlatinumXPT/USD988.08 0.36%
PalladiumXPD/USD1025.38 0.06%
Dollar IndexDXY104.00 0.30%
10Y Yield10Y UST4.26 0.38%
US InflationCPI YoY3.20 0.11%
VolatilityVIX18.45 0.26%
GoldXAU/USD2648.12 0.00%
SilverXAG/USD31.56 0.34%
PlatinumXPT/USD988.08 0.36%
PalladiumXPD/USD1025.38 0.06%
Dollar IndexDXY104.00 0.30%
10Y Yield10Y UST4.26 0.38%
US InflationCPI YoY3.20 0.11%
VolatilityVIX18.45 0.26%
GoldXAU/USD2648.12 0.00%
SilverXAG/USD31.56 0.34%
PlatinumXPT/USD988.08 0.36%
PalladiumXPD/USD1025.38 0.06%
Dollar IndexDXY104.00 0.30%
10Y Yield10Y UST4.26 0.38%
US InflationCPI YoY3.20 0.11%
VolatilityVIX18.45 0.26%
LBMA · LondonICTA CharterBBB A+ AccreditedConsumer Affairs ★★★★★IRS-Approved CustodiansANA · PNG Member
§ 01 · Investment Thesis

Four structural
reasons capital is
rotating into metal.

Central banks added 1,037 tonnes of gold in 2023 — the second-largest annual purchase on record. Private investors are following the same playbook for the same four reasons.

1,037t
Central bank buying · 2023
+27%
XAU YTD 2024
$2,648
Spot · live
01

Counterparty-free

Physical bullion is no one's liability. It cannot be defaulted on, diluted by a balance sheet, or frozen by a counterparty crisis.

0counterparties
02

Allocated, not pooled

Every gram is segregated and serialized in Class-3 depositories — audited annually by Inspectorate International.

$1Binsured
03

Tax-sheltered

Inside a self-directed IRA or 401(k), physical metals grow tax-deferred. Custodian filings handled end-to-end.

0tax events
04

Generational

Liquidate any portion in 48 hours at spot, or take in-kind delivery. Inheritance receives stepped-up cost basis.

48hliquidity
§ 02 · Performance Record

24 years.
+741%
audited.

Since January 2000, physical gold has compounded at +9.4% CAGR while the US dollar lost 46% of its purchasing power. The chart below is not a forecast — it is the audited historical record.

Exhibit A · Indexed Total Return

XAU / USD vs. Dollar Purchasing Power · 2000 — 2024

Gold spot USD purchasing power
$0$586$1171$1757$2342200020052010201520202024
Total return
+741%
since 2000
CAGR
+9.4%
annualized
Sharpe
0.71
risk-adjusted
SPX correlation
−0.12
true diversifier

Source: World Gold Council · US Bureau of Labor Statistics · LBMA fixings · Past performance is not indicative of future results.

§ 03 · Allocation Framework

The classic
15% rule,
restored.

For most of the 20th century, prudent American portfolios held a 10–15% strategic allocation to physical gold. The 1980s ushered in an era of paper substitutes — ETFs, certificates, futures — that quietly severed the link to the underlying metal.

Our framework is unfashionably old: we hold the physical thing, in your name, in a vault you can visit.

Recommended
10–15%
Maximum
25%
Avg. client
13.2%
Portfolio Allocation · Recommended100%
◆ Physical Gold
Equities
55%
Fixed Income
20%
Physical Gold
15%
Cash & Alts
10%
15%
in physical gold

Held in your name. Audited annually. Liquid in 48 hours. The foundation, not the speculation.

§ 04 · The Process

Inquiry to
vaulted bullion
in 14 days.

A four-phase institutional workflow refined across 12,400+ rollovers since 1990. Zero paperwork on your end, zero tax events when executed properly, and one Director assigned to your account for life.

01
Day 1

Strategy Call

30-minute call with a Senior Director. No sales script. We map your allocation, tax situation, and timeline.

02
Day 1–3

Custodian Rollover

We file all custodian paperwork to roll your IRA or 401(k) into a self-directed account. You sign two forms.

03
Au
Day 3–10

Acquisition

Select bars and sovereign coins from our LBMA inventory at spot plus a transparent dealer premium.

04
Day 10–14

Vaulting

Metals are serialized, insured, and stored in your name. Quarterly statements + live custodial portal.

Setup fees$0
Tax events0
Director relationship1:1
§ 05 · From the Client Ledger

A small firm by design. A long roster of testimonials.

"
I have moved twelve million dollars through three precious-metals firms in twenty years. Broad Street is the only one I would refer to my own family.
Dr. Eleanor Vance
Retired Cardiologist · Connecticut
Client since 2009$12M+
"
Their Senior Director walked me through every line of the custodian rollover. There was no script, no upsell — just clarity.
Marcus Whitfield
Family Office Principal · Texas
Client since 2017$8.4M
"
When the regional banks faltered in '23, I slept fine. That is the entire dividend of working with this firm.
Patricia Holm
Former CFO · Pacific Northwest
Client since 2014$4.2M
§ 06 · Standing Questions

The questions every serious investor asks first.

If yours is not below, our Directors are reachable directly.

1.866.279.5863

Every gram is allocated, serialized, and held in your name at a Class-3 depository. You receive bar-list documentation and can request in-kind delivery at any time. No pooled or unallocated storage, ever.

No. A trustee-to-trustee transfer into a self-directed IRA is a non-taxable event under IRC §408. We coordinate with your existing custodian end-to-end; you sign two forms.

We earn a transparent premium over the daily spot price — typically 2.5–5% depending on product. Annual storage and insurance run roughly 0.5–0.8% of holdings. No back-end loads, no surprise fees.

Your metals are held by an independent depository in your name, not on our balance sheet. Our solvency has no bearing on your ownership. This is the entire architectural point.

Yes. After age 59½ you can request in-kind distribution from your IRA. Outside a retirement account, you can take delivery at any time. Insured shipping is included.

A Standing Invitation

Begin where every
Broad Street client begins.

The 2025 Investor Report. 64 pages. No obligation. Delivered today.