Recycled gold and traceability

Knowing the story behind the bar

Gold has long endured as a store of value, and as such, has continued to be an essential part of many investors’ portfolios. Of late, the world has largely been pushing to decarbonise, and investors have begun to follow suit when it comes to the sustainability of their portfolios, raising questions around the carbon intensity of gold.

The majority of gold comes from mining, accounting for around 75% of global production annually. While gold mining is already on the lower end of carbon emitters, compared to other major materials, it is still a carbon intensive process. It requires great amounts of energy, and shifting large volumes of earth – it takes 1,250,000kg of natural material to produce 1kg of pure gold.

Source: Mining.com. For illustrative purposes only.

A possible solution to this is focusing on the best-in-class ESG gold miners, that are sourcing their gold responsibly, and sustainably. This can reduce the relatively low carbon intensity of gold mining even further, limiting the emissions footprint of an investors’ portfolio.

 Recycled gold, some have argued, is the ideal way to access sustainable gold – especially given the fact it is over 90% less carbon intensive than mined gold.

Mining is not the only source of gold, however. Around a quarter of global supply comes from gold that has already been extracted from the ground. Recycled gold, some have argued, is the ideal way to access sustainable gold – especially given the fact it is over 90% less carbon intensive than mined gold.

Given gold is infinitely recyclable, it seems like a no-brainer. As such, we’ve seen large brands like Apple, Samsung, and Pandora announce the use of recycled gold in their products – with the latter aiming to use recycled gold exclusively by 2025. According to the World Gold Council, the supply of recycled gold increased 9% year over year to 1237t in 2023.

Recycled Gold

Source: Metals Focus; Refinitiv GFMS; World Gold Council. Data as of 31/12/2023. For illustrative purposes only.

But criticism has mounted around the traceability of recycled gold. As companies eagerly look to recycle more and more gold to lower their carbon footprints, the risk grows that gold from irreputable sources may enter the ecosystem.

Picture a lump of gold mined illegally, by an operation with no regard for ESG principles, being recycled into a fresh gold bar with a new stamp, with its questionable origins now unrecognisable. How can you tell if the freshly minted gold bar has a far less glowing past? This has been termed by some as “gold laundering”.

These concerns are not without merit, and investors are right to be wary of traceability when it comes to gold investing. At HANetf, we believe we have a solution to this.

In 2020, we partnered with The Royal Mint – the official maker of British coins since its origins in c.886 AD – to create The Royal Mint Responsibly Sourced Physical Gold ETC (ticker: RMAU). All of the gold within the ETC is custodied by The Royal Mint, at their highly secure vault in Llantrisant, Wales.

Crucially, all of the gold is London Bullion Market Association (LBMA) post-2019 responsibly sourced good delivery bars – the highest available standard – ensuring that the gold is fully traceable, and ethically sourced.

But beyond this, over half of the gold held by the ETC is 100% recycled gold, thanks to The Royal Mint’s partnership with Quintet Private Bank. This gold is not recycled from multiple sources, but purely from scraps in The Royal Mint’s manufacturing process. This creates a closed circuit – a circular ecosystem whereby only pre-approved, responsibly sourced gold is recycled into new bars.

This greatly reduces the carbon intensity of the gold, but also ensures it is traceable, and that its lifecycle is transparent. Investors can rest assured that the gold they are investing in has been thoroughly vetted, and that the recycled bars are minted from gold that has already been approved and certified.

The bottom line is – recycled gold can undoubtedly reduce the carbon intensity of investors’ portfolios, but it is essential to ensure that the circular economy is truly circular, with no potential for tainting.

RISKS

Investors’ capital is at risk and investors may not get back the amount originally invested and should obtain independent advice before making a decision. Any decision to invest should be based on the information contained in the relevant prospectus. ETC securities are structured as debt securities and not as shares (equity).

More Articles

Four key drivers behind copper’s growth opportunity

September 2026

Three things investors should consider before investing in uranium ETFs

September 2026

The Merits of Bottom-Up Investing

September 2026

El Niño’s ripple effects: How a strengthening pacific pattern is moving different asset classes

August 2026

The forces shaping crypto’s next move

August 2026

Buried Treasure: How Geopolitical Relief Could Unearth Mining Gains

August 2026

Canada beyond the headlines: the case for energy, financials, and real estate

August 2026

Beyond a Chatbot: How can emerging-market platforms monetise AI?

July 2026

Lloyd Capital Outlook

July 2026

Mag 7 to Lag 7: What a tech stumble says about the potential risks of investing in major indices

July 2026

Natural Gas – growing source of global energy and uncertainty

July 2026

What is the cost of rebuilding Ukraine?

June 2026

Why are central banks buying what they once sold?

June 2026

Defence 2.0: How Drones and Cyber are reshaping investments

June 2026

What investors should consider before investing in Defence ETFs in 2026

June 2026

Copper’s role in the world has shifted

June 2026

The quest for the perfect business

June 2026

How memory is the AI bottleneck

June 2026

What does AI mean for cyber defence?

June 2026

Do drones mean the death of defence primes?

June 2026

Computing’s next big disruption is already here

May 2026

Why can’t silver supply keep up with demand?

May 2026

How much will the US military spend on drones?

May 2026

What does the Iran war mean for travel and North American energy?

April 2026

Navigating geopolitics, energy security and structural demand

April 2026

Global Instability and the Future of European Energy Security

April 2026

Canada has what the world needs

March 2026

Ukraine could become the West’s solution for rearmament

March 2026

Iran crisis – four sectors to keep on your radar

March 2026

From tanks to code: why the next defence boom will be digital

February 2026

Why cybersecurity and defence may be complementary themes?

February 2026

Preferred shares and outlook for months ahead

February 2026

Next stop for global travel

February 2026

The new nuclear age – why physical uranium matters now

February 2026

Critical Commodities for 2026

February 2026

Reconciling responsibility with rearmament

January 2026

The New Age of Tech | Tech Megatrend Outlook 2026

January 2026

The Future of Emerging Markets: 2026 Market Outlook

January 2026

Shape of the Markets by PT Asset Management

October 2025

Nuclear Energy – why uranium is back in favour

September 2025

Copper’s less known demand driver: defence

September 2025

Indo-Pacific Rearmament: How much will defence budgets grow by 2030?

September 2025

How gold is custodied and why it should matter to investors

September 2025

Travel in 2025 – strong data drives growth

August 2025

Understanding covered call ETFs

August 2025

Different approaches to covered call ETFs

August 2025

The opportunity presented by volatility

August 2025

Heightened demand for defence in the pacific region

August 2025

Three drivers of the health care sector in 2025

August 2025

Equal weighted tech – an interview with Anthony Ginsberg

July 2025

Indo-Pacific Defence: What, Why and How?

July 2025

Magnificent 8 of India – High-growth tech stocks in India to watch

July 2025

The nuclear revival – a new dawn for uranium investment

June 2025

ETFs are getting active – is your portfolio ready?

May 2025

Three themes shaping the future of energy and ETFs to access them

May 2025

Sharpening the Blade: How traders use leveraged and short crypto ETPs

May 2025

Practical Uses for Leveraged and Short Crypto ETPs

April 2025

Why it is not too late for European defence

April 2025

Understanding Daily Leveraged and Short ETPs

April 2025

The basics of the covered call strategy: Potential income and capital growth

March 2025

Tariffs, Tensions and the Uranium Opportunity

March 2025

What would a US withdrawal from NATO mean for European defence?

March 2025

Holding case study: Rheinmetall

March 2025

Holding case study: Bae Systems

March 2025

Three themes that are reshaping the gold market

February 2025

ETFs Are Gaining Ground Over Mutual Funds

February 2025

Europe’s sidelining by US prompts defence spending reality check

February 2025

Will Europe be forced to defend itself alone?

December 2024

Uranium 2025: Opportunities in a Structurally Undersupplied Market

December 2024

Copper 2025: The Red Metal’s Next Chapter After a Year in the Black

December 2024

Midstream Energy: Dividend Growth and Natural Gas Demand Drive 2025 Outlook

December 2024

Emerging Markets 2025: The Rise of Digital and E-Commerce Giants

December 2024

2025: A Year for Disciplined Investing in an Uncertain World

December 2024

Health care’s Comeback: Why 2025 Could Revive the Sector’s Vital Signs

December 2024

Trump and Tech: M&A Revival, Trade Shifts, and the Rise of Automation

December 2024

Bitcoin’s Year Ahead: Why 2025 Could Be a Halving Hit

December 2024

Clear skies ahead: is the travel industry poised for takeoff in 2025?

December 2024

Golden Era: Why 2025 Could Shine Bright for Gold and Miners

December 2024

Global Equities Under Trump: A New Era of Tariffs, Taxes, and Uncertainty

December 2024

Europe rearms for a world of greater geopolitical risk

November 2024

US Election 2024: The Stakes for NATO and the Defence Industry

October 2024

Do the Mag 7 have too much influence over the S&P 500?

October 2024

Investors don’t care enough about recycled gold

October 2024

The Royal Mint: A Millennium in the Making

October 2024

Currency Hedged Physical Gold ETCs FAQs

October 2024

Why would you use an ETF over a mutual fund?

October 2024

Five companies leading India’s internet boom

September 2024

Can gold shine through the market turbulence

August 2024

Taking a U-turn: the world may be ready to embrace nuclear

June 2024

AI adds to positive natural gas outlook

June 2024

Copper – the defining metal of a new age

June 2024

Trump stance will force NATO countries to spend more whether elected or not

May 2024

The great travel industry rebound

May 2024

ESG Mining – Turning a brown industry greener

May 2024

ESG and defence investing: a balancing act

May 2024

Dominant Magnificent 7 could lose ground to broader tech rally

May 2024

The fall of Russian defence spending, and the rise of NATO

April 2024

The AI Revolution – a commodities play?

April 2024

Why investors should consider defence

April 2024

Copper’s new supercycle | Fresh highs and the long-term story

April 2024

Bitcoin in 2024 – a monumental year so far

March 2024

Gold price rallies but miners need to catch up

March 2024

Investing in India’s rise – what makes India an ideal emerging market?

February 2024

Global instability – three potential ways to hedge

February 2024

Energy Transition: The Metal Elephant in the Room

January 2024

HANetf’s 2024 Outlook

December 2023

Two Ways to Invest in Low-carbon Gold

March 2023

US ETFs are not the only ETF wrapper with a tax advantage; Irish domiciled ETFs have one too!

March 2023

Making Gold sustainable with HANetf’s Recycled Gold ETC and ESG Gold Mining ETF

February 2023

Article | There is no Walt Disney Company in crypto yet…

January 2023

Gold Shining in 2023?

January 2023

HANetf 2022 wrap up and outlook for 2023: Where did the inflows go?

January 2023

Key Dates for Digital Assets in 2022

January 2023

Article | The Merge and Ethereum – what you need to know

September 2022

Article | Why small ETFs are not necessarily less liquid

February 2022

Solar Energy 101 | Understanding the Solar Energy UCITS ETF

June 2021

The Royal Mint ESG Credentials

May 2021

Six Things to Know about Investing in a Gold ETC

August 2020

The Royal Mint Physical Gold ETC (RMAU) Frequently Asked Questions

April 2020

The Importance of the Physical Gold ETC Custodian | RMAU

March 2020

Responsible Gold Bars & Physical Redemption | RMAU | The Royal Mint Physical Gold ETC

March 2020

How to Buy