ABOUT OUR FUND
The US Gold Opportunity Fund offers investors a simple, tax efficient, cost effective, liquid vehicle to invest in gold bullion while providing economic development in economically challenged communities.
Unlike other gold funds, which typically invest in gold futures or store gold overseas, US Gold Opportunity Fund warehouses physical gold in secure facilities located in Opportunity Zones in the United States. US Gold Opportunity Fund is structured as a Qualified Opportunity Fund, seeking to provide its owners the potential tax benefits of Opportunity Zone legislation.
WHY CHOOSE US GOLD OPPORTUNITY FUND
- Tax Efficient
- Cost Effective
- Liquid Vehicle
- Potential Tax Benefits
- Investing in America
- Socially Responsible Partners
POTENTIAL FUND BENEFITS
| GOOD SCENARIOS | BETTER SCENARIO | BEST SCENARIO |
|---|---|---|
| Temporary Deferral < 5 years – Defer taxes on rolled-in gains until redeemed. – Stimulate economic activity in OZs. OR Hold US Gold for 10 years** – Permanently eliminate capital gains taxes on investments in US Gold. **Investments could come from pre- or post tax sources. | Temporary Deferral > 5 years – Defer taxes on rolled-in gains and receive a 10% step-up in basis. – Temporary deferral must be recognized by 2027. – Stimulate economic activity in OZs. | Rolled-in gains held 10 years – Defer taxes on rolled-in gains until 2027 AND – For any gain invested in USGO, permanently eliminate capital gains taxes on investments in US Gold. AND – Stimulate economic activity in OZs for 10 full years. |
INVESTMENT PROCESS
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Contact
To invest, please contact us and one of our investor relations team members will contact you as soon as possible.
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Prepare
Our team will prepare your investor package and notify you when it’s ready. Once you review the investor package, you will sign it and return it to us along with your required documentation, through our encrypted and secure platform.
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Review
Our team will review your submitted investor package and notify you of any outstanding items.
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Fund
Once approved, you will be able to fund your position by sending a wire transfer.
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Purchase Gold
US Gold Opportunity Fund will purchase physical gold from StoneX Group, Inc. and have it transferred to Brink’s Global Services.
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Store Gold
Upon receiving the physical gold in an Opportunity Zone for the first time, Brink’s will weigh the physical gold. In addition, Brink’s will verify that each gold bar’s serial number, weight and refinery markings match the assay certificate.