Archive · 30 Jan 2026
Gold and Silver ETFs Plunge
Gold and silver prices have been going up a lot recently, and many people have been investing in them.
However, there has been a sudden drop in prices, which has caused gold and silver ETFs to fall sharply.
Some ETFs have lost as much as 9% in a single day, and silver ETFs have lost even more.
Even though the prices are still much higher than they were a year ago, some experts are warning that there could be more drops ahead.
They say that silver could fall by as much as 50% in the next year.
Other experts suggest that investors should have some of their money in gold and silver as a way to protect against inflation and currency problems.
They recommend putting 10-15% of a portfolio into these metals.
However, with the recent volatility, some people are worried and may want to be more careful with their investments.
Gold and silver ETFs experienced significant drops, with gold ETFs falling up to 9.06% and silver ETFs dropping up to 11.47% in a single day.
The correction followed a sudden break in global futures markets, with COMEX Gold closing at $5,126.90 and COMEX Silver at $106.99.
Despite the recent drops, one-year returns for gold ETFs remain in the mid-90% range, and silver ETFs have seen returns between 270% and 287%.
Experts like Marko Kolanovic and Peter Brandt have warned of potential further declines, with Kolanovic suggesting a 50% drop in silver is likely.
Fund managers recommend allocating 10-15% of a portfolio to precious metals as a hedge against inflation and currency instability, with some suggesting a higher allocation to silver due to its structural supply deficit.
- Who
- Investors, especially those holding gold and silver ETFs
- What
- A sharp correction in gold and silver prices, leading to significant drops in ETF values
- When
- Recent, following a period of near-vertical gains
- Where
- Global futures markets and Indian ETF markets
- Why
- Due to a sudden break in global futures markets and extreme trading volumes
Optimistic View
Pessimistic View
Market Performance
Optimistic View
Gold and silver have shown extraordinary one-year returns, making them attractive investments despite recent volatility.
Pessimistic View
The recent sharp correction and extreme trading volumes indicate a potential bubble that could lead to significant declines.
Investment Strategy
Optimistic View
Investors should consider allocating 10-15% of their portfolio to precious metals as a hedge against inflation and currency instability.
Pessimistic View
Given the high volatility and potential for a 50% drop in silver, investors should be cautious and consider reducing their exposure to precious metals.
- Gold ETF One-Day Loss
- Up to 9.06%
- Silver ETF One-Day Loss
- Up to 11.47%
- Gold ETF One-Year Return
- Mid-90% range
- Silver ETF One-Year Return
- Between 270% and 287%
- COMEX Gold Price
- $5,126.90
- COMEX Silver Price
- $106.99
- Gold Futures Price (April 2026)
- Rs 1,77,601/10 gm
- Silver Futures Price (March 2026)
- Rs 3,68,689/kg
Sources
Is Gold the new ‘safe’ compounding machine? Inside the COMEX breakout that surprised analysts
Silver, Gold ETFs plunge 12%: Wall Street experts warn of as much as 50% crash ahead
