How Inflation Is Quietly Eating Your Gold ETF Returns

Inflation and Your Money with Fexingo: Protecting Purchasing Power and Beating Inflation · Jul 23, 2026 · 5m · transcript

Gold is up 3% in the last five days and nearly 25% year-to-date in mid-2026. But investors piling into popular gold ETFs like GLD may not realize how management fees, tracking error, and capital-gains distributions quietly erode their real return. Lucas and Luna break down the hidden costs of owning gold through an ETF versus physical bullion or a gold IRA, citing the 0.40% expense ratio on GLD and the recent surge in gold mining stocks (GDX up 7.4% in five days). They also discuss the breakeven inflation rate ticking up to 2.28%, signaling renewed inflation expectations, and why a 3.63% fed…