13H·

Question on gold ETC reallocation ?????

Hello and best regards from Bavaria,


I have the iShars Physical Gold ETC in my portfolio $IGLN (+0,02%) .

Custody account value approx. 12,500€, of which 4,500€ are price gains.

I took it at the time because it was the largest gold ETC at TradeRepublic.


After researching, I found out that this gold ETC is not tax-exempt. This means that if I were to sell it now, I would be subject to withholding tax, etc.


At the same time, I have just opened a custody account with JustTrade. Actually only to invest a very small part in Epi's (@Epi ) Wikifolio.

There I saw that the Xetra Gold $4GLD (+0,13%) is available.

This is tax-free after a holding period of one year.


Now my question:

1. sell the existing iShares ETC and take the tax deduction in full and switch to the Xetra? Disadvantage here: The tax deduction of around €1000 is lost and can no longer "work" for me.


2. or simply keep the iShares ETC and only save in xetra Gold in future? Disadvantage here: If the gold price continues to rise, the price gain on the iShares ETC will also continue to rise. As a result, the withholding tax payable on a later sale will continue to rise.


What would you decide on, or your opinion?


Best regards

17Posizioni
263.309,39 €
31,60%
6
7 Commenti

immagine del profilo
I would bite the bullet and sell. Also because the custody account is then tidier.
Incidentally, you can save at TradeRepublic at $WGLD, where you also have the option of having the gold delivered to you
5
immagine del profilo
@Alpalaka are you sure $WGLD gives you the opportunity to have gold delivered?
immagine del profilo
@Alpalaka Ah, thanks! But the service seems actionable only for Germany, Switzerland and UK. 🥲
1
immagine del profilo
Gut feeling:
Save on Xetra in the future.
Alternatively, $EWG2 is also tax-exempt after one year and you can have the gold physically delivered if you wish
@Webda Ah ok thanks! In my situation, would you switch the ETC or just save the $EWG2 in parallel for the time being?
Partecipa alla conversazione