Streamex + Equity Trust Collaboration
Your retirement.More possibilities.
Invest in GLDY with a self-directed IRA from Equity Trust and diversify beyond traditional investments.
GLDYA modern approach to gold
- Total AUM
- $13M+
- Instant liquidity pool
- $5M
- Buy & Sell access
- 24/7
- Gas fees
- 0%
How it works
Four Steps to Invest in GLDY with an Equity Trust IRA
Scheduling your call is the first step to opening your Equity Trust self-directed IRA. Here is what to expect:
- 1
Schedule Your Call
Choose a time that works for you to meet with an Equity Trust Onboarding Specialist.
- 2
Open Your Account
Your specialist will walk you through the application for your self-directed IRA.
- 3
Start Your Transfer or Rollover
Your specialist will help you start the transfer of funds from your current IRA or retirement plan.
- 4
Invest in GLDY*
Once your account is funded, complete your GLDY investment paperwork through Streamex, which includes the Equity Trust investment request forms.
*In-kind contributions, in-kind transfers and secondary market trading are not supported for IRA investors.
Why Equity Trust?
More than 50 Years of Financial Services Experience.
With more than 50 years of financial services industry experience, Equity Trust has helped investors access a wide range of alternative assets through self-directed IRAs.
Through our custody services, online account management tools, educational resources, and client service specialists, we provide the support and flexibility you need to take greater control of your retirement investing.
- 50+ Yearsof Experience
- Formed in 2003, from a predecessor company which was formed in 1974 and became an IRS-approved custodian in 1983.
- $75 Billionin Assets Under Custody & Administration
- Clients across all 50 states have entrusted us to custody and administer their retirement assets.
- Ongoing SupportBuilt for Self-Directed Investors
- Access knowledgeable service representatives, educational resources, and online account management tools.
Why a self-directed IRA?
Your Retirement. More Investment Possibilities.
A self-directed IRA gives you the flexibility to diversify beyond traditional investments and explore alternative assets, including GLDY.
With the same potential tax advantages as conventional IRAs, a self-directed IRA puts you in control of your investment decisions, allowing you to build a retirement portfolio that’s customized to your financial goals.
Three Benefits of a Self-Directed IRA
More Ways to Diversify
Explore eligible alternative assets beyond traditional stocks and bonds.
Greater Investment Control
Choose from a broader range of investments based on your interests, knowledge, and retirement goals.
Potential Tax Advantages
Invest with the potential for tax-deferred or tax-free growth, depending on your IRA type and applicable rules.
Existing clients
Already have an Equity Trust IRA?
You can invest in GLDY using your existing self-directed IRA.
- 1
Submit Your Request
Submit your investment interest request to Streamex to start the process.
- 2
Complete the Required Forms
Complete the applicable investment forms that will be provided by Streamex, including the Equity Trust Direction of Investment and Digital Disclosure.
- 3
Submit for Processing
Once the required forms are received by Equity Trust, the investment will be reviewed and funds disbursed.
Frequently asked questions
Common Questions
Here are answers to some common questions about investing in GLDY with a self-directed IRA through Equity Trust.
Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
What is a self-directed IRA?
A self-directed individual retirement account (SDIRA) is a type of IRA that gives the account holder direct control over investment decisions. Rather than relying solely on fund managers or financial advisors, you select your own investments and conduct your own due diligence. You then instruct your custodian, such as Equity Trust, to hold and administer the assets in your IRA.
A self-directed IRA also expands your investment options beyond the traditional stocks and mutual funds that many accounts are limited to. Rather than listing the assets you may hold, the IRS identifies only a limited set of prohibited investments. Outside of those restrictions, you may choose from a wide range of assets, provided you follow IRS guidelines for the account.
What types of retirement accounts can be used?
Traditional, Roth, SEP, and SIMPLE accounts can be used to invest in GLDY.
Can GLDY be held in an IRA?
Yes, GLDY can be owned by an Equity Trust IRA.
Are there any limitations to investing in GLDY with an IRA?
In-kind contributions, in-kind transfers and secondary market trading are not supported for IRA investors.
How long does the process take to open and fund an account, and invest in GLDY?
The timeline primarily depends on how you fund your account. Contributions and transfers are generally completed faster, while rollovers can take several weeks or longer, depending on when your current provider releases the funds.
What information is needed for the Account Opening call?
Having the following on hand will help your specialist open your account and start your transfer in a single conversation:
- The name of your current IRA or retirement plan provider/custodian and the account number
- A recent statement from the account you plan to transfer
- The amount you plan to transfer
- Your identifying information including address, date of birth, and Social Security number
What Equity Trust fees are charged?
IRAs are assessed an annual account maintenance fee for account administration and asset custody, in addition to a one-time setup fee. Accounts may also be charged special service fees, as outlined on the fee schedule. To review the Equity Trust fee schedule associated with the account, visit info.trustetc.com/WealthBridge-Fee-Schedule.
Where are the GLDY tokens held when investing through an Equity Trust account?
GLDY tokens are held in custody by High Ridge Trust on behalf of the Equity Trust self-directed IRA.
