

August delivered strong gains across shipping, crypto, precious metals, biotech, copper, uranium and cloud software ETFs.

Gold's outlook has brightened considerably following its first-half correction. Spot prices have rebounded to flirt with $4,400 per ounce, supported by renewed central-bank buying, softer economic data, and diminished expectations for further Fed tightening.

Oil, gold and crypto ETFs outperformed last week as Middle East tensions lifted commodities despite a broad tech-led market selloff.

The SPDR Gold Trust ( NYSEARCA :GLD ) is the most popular option on the market, and if you're invested in gold, you likely own it.

UNG, PLTM and PALL led ETF gains last week as natural gas, platinum and palladium surged amid winter shocks and rising geopolitical risks.

Silver, gold & platinum ETFs (SLVP, SILJ, GOEX) crushed it in 2025, while MEME & VIXY lagged.

The Global X Gold Explorers ETF is a thematic, commodity-oriented, non-leveraged, focused on gold explorers and developers with an expense ratio of 0.65%. It differs from other ETFs due to its focus on explorers, which in my opinion places GOEX in the late cycle dimension. Considering the gold cycle and past evidence, it could prove to be a tactical choice.

Metals, shipping and rare earth ETFs like SLVP, BWET and SETM led 2025, and SPY has gained 14.8% YTD despite AI, tariff and rate jitters.