$54 million in physical precious metals moved onto one RIA’s platform

An independent RIA asked each high-net-worth client about physical precious metals held outside the managed portfolio. 68 client accounts were transferred.

$85 million in American Gold Eagles moved from a client’s home into allocated vault storage

One high-net-worth client’s gold position became insured, audited, billable AUM without selling a coin.

A physical precious metals program inside a Japanese financial institution’s platform

Clients buy through the institution’s existing screens and specify amounts in local currency. The program has run since August 2017.