IAU vs. PPLT: Gold or Platinum in a Record-Breaking Rally?

Impact · against what's priced in

PPLT has a strong fundamental catalyst due to South African supply shortages and hydrogen demand, supporting its recent extreme outperformance. IAU remains a stable, low-cost vehicle for the broader precious metals rally driven by central bank buying and rate cuts.

PPLT+0.60

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In context

The fund is benefiting from a specific supply-demand imbalance caused by severe shortages in South Africa and new industrial demand from hydrogen fuel cells.

Read from the article alone

• inflation
• fed
• IAU
• PPLT
• central banks
• etf
• expense ratio
• gold
• hydrogen fuel cells
• platinum
• precious metals