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Gold positioned as a diversified, all-weather portfolio holding

ETF Trends cites Sprott’s John Hathaway saying gold has outperformed the S&P 500 since 2000, with dividends reinvested, while gold equities are seen as having upside even without metal price gains.

Reported · Written up by our desk · Fund Industry

Gold is being framed as an “all-weather” portfolio strategy rather than only a crisis-driven safe haven, according to ETF Trends, citing comments from Sprott’s John Hathaway at a 2026 Precious Metals Summit in Beaver Creek.

Hathaway, managing partner at Sprott and a senior portfolio manager at Sprott Asset Management USA, said gold can help bolster portfolio diversification, and he emphasized that the metal’s role goes beyond emergency macro protection.

ETF Trends also highlighted Hathaway’s claim that, since 2000, gold has outperformed the S&P 500 when dividends are reinvested.

For investors considering gold equities, ETF Trends reported Hathaway expects a bright outlook even if the price of gold does not rise, pointing to miners’ operating leverage and potential M&A momentum.

Latest closeGold $4,172.10 ▼0.7%|S&P 500 7,722.72 ▲0.7%

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