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Retail Rush Makes Silver the Market’s Most Crowded Commodity as Prices Hit Records

Analysts attribute the surge to heavy ETF inflows alongside strong industrial demand.

Ingots of 99.99 percent pure silver are placed in a workroom at the Novosibirsk precious metals refining and manufacturing plant in the Siberian city of Novosibirsk, Russia, September 15, 2023. REUTERS/Alexander Manzyuk

Overview

  • Vanda Research reports roughly $921.8 million of retail purchases of silver-backed ETFs over the past 30 days, including a $69.2 million one-day inflow into iShares Silver Trust.
  • Spot silver set intraday highs just above $93 an ounce this week and traded near $90 on Friday, marking a gain of about 210% since early 2025.
  • The iShares Silver Trust has climbed about 200% over the last year, while an MSCI index of silver miners has risen roughly 225%.
  • Vanda characterizes the buying as structural accumulation rather than a meme-style spike, as Invesco’s Kathy Kriskey cautions that the rally’s speed warrants care.
  • The U.S. Mint says it may temporarily pull some silver coin products while it reviews pricing in response to the rapid move in prices.