FOR WEALTH MANAGERS, broker-dealers & RIAs

Offer physical precious
metals within your
advisory practice

Incorporate physical gold, silver, platinum, and palladium into client portfolios and fee-billing workflows with institutional rigor.

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Precious metals assets under administration

$0B

Annual Trading Volume

$0B+

First-year advisor adoption rate for physical metals

Institutional retention following implementation

BUILT FOR EXISTING ADVISORY WORKFLOWS

Bring physical metals into the advisory relationship

No new workflow for advisors

GBI is designed to work within established trading, reporting and custody environments, minimizing new systems and processes for advisors.

Best execution, every trade

GBI sources orders through a network of 12 institutional dealers and refiners. GBI holds no proprietary inventory and does not trade against clients.

Positions on the monthly statement

Physical precious metals positions can be incorporated into standard portfolio management and reporting workflows, with position, custody and allocation records available through The Golden Ledger (our proprietary immutable ledger for physical precious metals ownership and custody tracking)

No inventory or balance-sheet exposure

The GBI Platform provides physical precious metals capability without requiring the firm to hold proprietary metals inventory or take balance-sheet exposure.

Already hold metal outside GBI?

Bring existing client holdings into allocated custody with GBI coordinating the transfer process.

Move Your Metals →

Want to see how the infrastructure works?

Explore execution, custody, reporting, logistics and integration across the GBI Platform.

See the Platform →

AUA Leakage Calculator

What is your practice missing?

Calculate potential annual advisory revenue from bringing unmanaged client precious metals into your fee-billing structure.

Total AUA

$200M

Number of HNW clients

80 clients

Spreads the hidden metal estimate across your client base: roughly $100K of unmanaged metal per client.

Advisory fee (fixed)

1.00%

Hidden metal estimate

$8M

Missed annual revenue

$80K

Practice value impact (12× revenue)

~$960K

Based on Reik Research: HNW clients typically hold 3–5% of wealth in unmanaged physical assets (this calculator uses 4%). Assumes a fixed 1% advisory fee. Practice value impact applies a 12× valuation multiple to annual missed revenue. The client count above drives the per-client estimate only; the totals above are based on firm-wide AUA.

Get in touch

Speak with our institutional team about integration, custody, and compliance — mapped to how your firm operates.

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