By
Thom Calandra, CBS.MarketWatch.com
Last Update: 10:42 AM ET May 16, 2003
( The below contains excerpts from this report )
SAN FRANCISCO (CBS.MW) - More than a year after word leaked of a new
security that could transform the way North American investors buy gold,
the exchange-traded fund is headed to the New York Stock Exchange. As
for mechanics, trustees' fees for the proposed NYSE-traded fund are
a miniscule expense ratio of 0.12 percent, in keeping with the low fees
attached to well-known indexed ETFs such as the Nasdaq 100 QQQs or the
S&P 500 on the World Gold Council's filing this week).
There are those who will wonder why the proposed Equity Gold Trust only
allows actual redemption of gold from paper to actual bullion in amounts
of 10,000 ounces, about $3.5 million worth. The best answer is that
not many individuals will care about redeeming their gold paper. Indeed,
Americans (and more than a few Canadians) have little inclination to
actually hold gold and pay insurance and storage fees for the privilege.
Larger investors, including the hedge funds whose bets often precede
a monstrous move in a stock or bond, are more likely to want that gold
in their coffers and not just on paper.
Each of the Equity Gold Trust's shares will represent a tenth of an
ounce of actual gold and not some derivative formula for the gold price.
At current prices, the shares would trade at about $35 each. The physical
gold as represented by the daily purchases and sales of investors in
the proposed fund, will be deposited with Hong Kong Shanghai Bank in
London.
The real question, for those looking to the day when Equity Gold Trust
begins trading on the NYSE under the ticker symbol GLD, is this: Can
the creation of a product convince investors to go where they have not
gone before? After all, Americans have little in the way of gold mining
stocks or actual gold in their portfolio.
U.S. investment firms have been slow to include gold in their model
asset allocations, even with the price of the metal rising about $100
in the past two years to its current $355 an ounce. Yet in the course
of the past 12 months, more than one gold mining executive has told
me they see the price of gold rising in the short term to $600 an ounce
after the launch of the NYSE-traded ETF. What is the short term? A year
or less.
The World Gold Council in its filing says it will scrap the new fund
if gold in the trust's London-based vaults amounts to less than 1 million
ounces at the end of a year.
"For the first time in history, investors of all descriptions will be
able to invest in physical gold through brokerage firms and other mainstream
financial market channels," Hathaway says. "The ETF will eliminate the
past inconveniences, uncertainties and bureaucratic hassles that have
long stymied a free flow of capital from retail and institutional investment
portfolios into the physical metal."