Precious metals etf

Screening Filters

1. Theme: Precious Metals
   • Purpose: Limit results to securities (including ETFs) that are explicitly focused on the precious metals space—such as gold, silver, platinum, and palladium exposure.
   • Rationale:
     • The user asked for “precious metals ETFs,” which are funds whose underlying holdings or benchmarks are tied to precious metals or companies that mine/refine them.
     • A theme filter is the most direct way to capture all instruments classified by the provider as related to precious metals—this typically includes:
       • Physical metals ETFs (e.g., gold bullion, silver bullion funds)
       • Mining/producer ETFs (e.g., funds holding gold/silver mining companies)
       • Broader precious metals baskets (e.g., gold + silver + platinum)
     • By restricting to the Precious Metals theme, the screener avoids unrelated commodities (like energy or agriculture) and general equity ETFs that don’t have a metals focus.

Note: The ETF aspect (funds vs. individual stocks) is usually handled by a separate “security type” or “asset class” filter in the screener. Your colleague’s theme filter narrows the universe to the right sector/focus, and then the screener’s ETF/”fund” selection ensures you see only ETFs within that theme.

Why Results Match

• All returned ETFs will have a primary investment focus in precious metals (physical or related equities), aligning directly with “precious metals ETFs.”
• The theme filter prevents drift into broader materials or general equity funds, keeping the list relevant to metals-specific exposure.