🔴 I Analyzed What Smart Money Is Buying Right Now (1 Shocked Me)
The host surveys institutional ownership across ETFs tied to precious metals, critical minerals, copper, energy, and uranium, treating changes in those holdings as clues to where capital is moving. He highlights rising interest in rare earths and physical silver trusts, while noting that institutional positioning varies across related funds; he concludes that REMX’s surge and growing ownership of Sprott ETFs are especially interesting.
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The host reports that institutional ownership of the Sprott Physical Gold Trust (PHYS) has risen steadily, from just under 100,000 shares in November 2021 to around 150,000.
The host says institutions reduced their holdings in gold miners ETFs GDX and GDXJ after earlier peaks, including a decline in GDX holdings from around 238,000 shares to 145,000 by September or October 2025.
The host contrasts declining institutional holdings in SLV with increasing holdings in PSLV, saying PSLV ownership rose from around 60,000 shares to 171,000.
The host says institutional ownership of the rare-earths ETF RMX increased from about 1.5 million shares in October 2025 to more than 11 million, which he describes as a tenfold increase.
Gold ETF Ownership
The host frames institutional ETF ownership as a clue to capital flows and finds rising holdings in GLD and PHYS, while gold-miner funds show a contrasting pattern.
Silver ETF Divergence
The host describes declining institutional positions in gold and silver miners and SLV, contrasting them with continued growth in the physically backed PSLV trust.
PSLV And Miner Holdings
The host highlights growing PSLV ownership despite SLV outflows, then notes elevated silver-miner allocations and a modest pullback in junior silver miners.
Lithium And Rare Earths
Institutional lithium holdings have rebounded from a low but remain far below prior highs, while REMX has surged from about 1.5 million to more than 11 million shares.
Copper And Energy Flows
Copper-miner and junior copper ETFs show rising institutional allocations; energy-sector holdings also rise, while oil-services and exploration funds have seen outflows or sideways positioning.
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