Your portfolio review
You supply the paperwork. We do the math.
Your review answers three questions, in plain numbers. You do not need to work anything out yourself.
What do I own?
The coins or bars, how many you hold, and how much gold or silver they contain.
What could I sell it for today?
An estimated current selling value for your holdings.
If I exchanged my existing metals, what would I receive, and what would it cost?
The replacement bullion, the ounces you would end up with, and the exchange cost.
Your choice
Keep what you own, or change it.
Keep your existing holdings
A review creates no obligation to sell, exchange or transfer an account. If keeping what you own makes sense, we will say so.
Exchange for standard gold or silver coins and bars
The review is free. If you exchange, our published 11.1% all-in spread applies, and you see it before you decide.
An exchange cannot change what you originally paid. We’ll show you whether changing what you own makes sense today.
Request the review
Three simple steps.
- 1Request a review using this form.
- 2Share your statement or invoice with your expert.
- 3A salaried expert explains what they find.
You do not need your paperwork to hand right now. Your expert will ask for it after you send the form.
A salaried Grace expert will be in touch shortly to arrange your review.
Plain answers
Common questions
What holdings can you review?
Gold and silver of any kind: standard bullion, proof coins, limited-mintage, proprietary or collectible-style products. We look at the portfolio as a whole.
Do I need to move my account?
No. We start with the paperwork you already have. Your metals stay where they are while we review them, and nothing moves unless you decide to go ahead.
Is an exchange free?
No. The review is free. An exchange carries our published 11.1% all-in spread, which you see before you decide. There is no admin fee and no setup fee.
Can you review metals held in an IRA?
Yes. If you go ahead with an exchange, it runs through your IRA custodian and approved depository, and Grace handles the metals side. IRS rules on eligible metals and custody apply.