Gold has had an impressive multidecade run, but the most interesting story
today is not just its price, it’s the fact that gold is quietly becoming an income producing
asset. This shift opens the door to a very different question: instead of
“When should I buy or sell?” the better question is “How can my gold pay me?”
Over the last 55 years, gold has climbed from about $35 an ounce in the early
1970s to nearly $4,500 an ounce by the end of 2025, a compound annual growth
rate of roughly 8.78%. That “rocket launch” chart looks like proof that owning gold
has been rewarding, but it also hides long, frustrating stretches where buyers
who chased new highs felt instant regret.
Let’s revisit one of the worst historical moments to buy: 1980, when gold was
around $590 an ounce. If you had bought 100 ounces—about $59,000 at that
time—you would have watched the price drop for years, bottoming around
$27,000 in 2001, a negative annualized return of about 3.54%. To make matters
worse, a simple 4% bank CD over that same 25year stretch could have grown
$59,000 to roughly $163,000, making gold look like the clear loser if all you cared
about was price in U.S. dollars. That is the story most investors know. The one that
keeps many of them stuck on the sidelines, afraid of buying near a top.
The twist I’m talking about now is thinking in ounces, not dollars. This is a
powerful shift in perspective. What if, instead of letting your 100 ounces of gold
just sit there, you had been earning 4% “gold on gold”—that is, 4% more ounces
every year?
Under that scenario, by 2001 you wouldn’t still have 100 ounces; you would have
about 227 ounces, even though the dollar price was still depressed. Fast forward
to 2006, when gold’s dollar price finally moved back above your original purchase
level. Those 227 ounces could have grown to roughly 277 ounces, translating to
about $176,000, outperforming that same 4% CD in the “worst window” we could
find.
This is the core message: the gold market is evolving from a simple price
speculation play into a true capital asset class, where gold can be lent, borrowed,
and used to generate yield. Gold is increasingly being treated more like a stock
with dividends or a bond with interest, and less like a shiny rock you bury, and
hope goes up in value.
We can liken this to the dividend reinvestment plans investors loved in the 1990s.
Only now, the “dividend” is paid in ounces of gold instead of shares of stock. The
focus shifts from “Did I buy at the perfect moment?” to “How many ounces can I
steadily accumulate, and what might those ounces be worth over time?”
If you currently own gold, watch my recent video presentation. It will challenge
the default instinct to “take profits” just because the dollar price has moved
sharply higher. I explain why trying to time the top can put you right back into
the “dollar matrix” you were trying to escape, and why redeploying gold to earn
interest may be a more strategic next step.
If you do not yet own gold but feel that familiar fear of missing out after a big
rally, this framework can help you think beyond short-term price moves and
toward a long-term, yield-focused approach. Including how concepts like dollar-cost
averaging and interest in ounces could work together.
To hear the detailed math and learn how the Gold Rush Yield Fund is
implementing these ideas in real portfolios, watch the complete presentation on
our website in our video gallery or on our YouTube page. If you are curious how
these strategies might fit your situation, or how your existing gold could
potentially be put to work, reach out to me directly to schedule a one-on-one
appointment and explore your next step.
Regards and good investing,
Greyson Geiler
Market and industry data used in this presentation have been obtained from sources believed to be reliable. However, we have not independently verified such data and make no representation or warranty as to its accuracy or completeness.
Goldrush Yield Fund, LLC is managed by Andorra Capital, LLC, a Registered Investment Advisor. Andorra Capital has a conflict of interest in recommending the Fund to prospective investors. This material is informational only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The Goldrush Yield Fund is an unregistered private placement and is available solely to accredited investors. No securities commission or regulatory authority has approved or disapproved of the Fund, and there is no obligation to provide investment advice. Investing in the Fund involves risks, including the potential loss of principal. Past performance is not indicative of future results. Any forward-looking statements are based on current assumptions and are subject to change. Investors are responsible for conducting their own due diligence. Please review the Private Placement Memorandum (PPM) for detailed risk factors and consult with legal, tax, and investment professionals before considering any investment. For more information, please contact Greyson Geiler at ggeiler@andocap.com