Run one for all gold and gold etfs

Screening Filters

1. **themes: ['Precious Metals', 'Metals', 'Commodities', 'Materials']

   • Purpose:
     To capture stocks and ETFs that are directly or indirectly tied to gold—whether through mining, production, exploration, or commodity exposure.
   • Rationale:
     • Precious Metals: This is the most directly relevant theme for gold. Gold is a core component of the precious metals category (along with silver, platinum, etc.). Gold miners, royalty companies, and most gold-focused ETFs are typically tagged under this theme.
     • Metals: Some gold-related companies (especially diversified miners) are categorized more broadly as “Metals” rather than specifically “Precious Metals.” Including this theme ensures we don’t miss gold producers that also mine other metals (e.g., copper, silver, zinc) and are therefore tagged more generally.
     • Commodities: Gold is a major commodity. Commodity-focused ETFs (including gold ETFs and broad precious metals ETFs) can fall under a general “Commodities” theme. This helps surface gold ETFs that might not be tagged narrowly as “precious metals” but are still commodity-based.
     • Materials: Many gold mining companies sit in the GICS/sector bucket “Materials” (more specifically, Metals & Mining, Precious Metals & Mining). Including “Materials” ensures coverage of operational gold miners and related material producers that feed into the gold supply chain.

2. **stock_position_pct: ['MoreThan50Pct']

   • Purpose:
     To ensure that, for ETFs and funds, more than 50% of their holdings are concentrated in the targeted theme(s), making them meaningfully gold/metals focused rather than only marginally exposed.
   • Rationale:
     • A fund or ETF might hold a small allocation to gold or gold miners but still be primarily about something else (e.g., broad commodities, broader materials, or multi-asset products).
     • By requiring MoreThan50% of positions in the chosen themes, the filter biases toward funds/ETFs whose core strategy is precious metals/metals exposure, which will typically highlight gold ETFs and gold-heavy funds.
     • For stocks, this ensures the business is predominantly classified in the relevant sector/themes, aligning with companies heavily driven by gold or other precious metals.

Why Results Match the User’s Request

• The Precious Metals theme is directly aligned with gold-related assets and gold miners, capturing the most obvious gold plays.
• The combination of Metals / Commodities / Materials themes broadens the net to include:
  • Diversified miners with significant gold operations,
  • Commodity and materials funds where gold is a key component,
  • Gold-related producers and processors that may be categorized more generically.
• The MoreThan50Pct exposure requirement for holdings ensures that ETFs and funds are meaningfully gold/precious-metals oriented, which is exactly what’s implied by “gold ETFs,” rather than just having a small incidental gold allocation.

Net effect: these filters aim to return a universe dominated by gold miners, gold-related companies, and ETFs whose primary exposure is to gold and other precious metals, closely matching your request for “gold-related assets and gold ETFs.”