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Upturn AI Summary
Themes Gold Miners ETF(AUMI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AUMI
10/02/2026: AUMI (1-star) is a SELL. SELL for 5 days. Simulated Profits (-2.84%). Updated daily EoD!
Themes Gold Miners ETF (AUMI) provides focused exposure to companies involved in the gold mining industry, acting as a tactical vehicle for investors seeking to capture trends in precious metals. Its primary strength lies in its specialized, pure-play approach that aims to mirror the performance of global gold miners while maintaining a competitive expense ratio. Investors should note that the fund is subject to significant concentration and commodity price risks, which can lead to high volatility compared to broad market indices. It is best suited for growth-oriented or tactical investors looking for a distinct thematic component for their portfolio. Monitoring factors like real interest rates, the US Dollar, and gold spot prices is essential for managing risk in this investment.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Gold miners offer cyclical growth potential rather than sustained long-term secular growth. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors can utilize this fund during periods of rising gold prices and sector-wide bullish trends. |
| Value investor | Strong fit | Value investors may find entry points during market corrections when mining valuations are depressed relative to gold prices. |
| Dividend/Income investor | Mixed fit | While some miners pay dividends, this is not primarily an income-oriented investment vehicle. |
| Low-risk investor | Weak fit | The high volatility of mining stocks makes this unsuitable for conservative or low-risk profiles. |
Investor Profile
Ideal Investor Profile
The ideal investor is a tactical participant or a moderate-to-aggressive investor seeking a hedge against inflation or sector-specific gold exposure.
Suitability
AUMI is best for those with a medium-to-long term outlook who are comfortable with high sector volatility and market cyclicality.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Mining stocks are susceptible to rapid price swings tied to gold commodity price movements. |
| Market risk | Medium / high | Broader market downturns often trigger correlated sell-offs in the mining sector. |
| Concentration | High | The fund is concentrated in one specific industry, increasing vulnerability to sector-specific shocks. |
| Tracking/expense | Low | Passive index tracking aims to minimize management-related tracking errors. |
| Liquidity | Medium | Lower trading volumes compared to major indices may impact execution costs during market stress. |
| Business/sector quality | Medium / high | Mining companies face operational risks, geopolitical instability, and regulatory hurdles in various jurisdictions. |
Risk Analysis
Volatility
AUMI exhibits high volatility due to its reliance on the gold mining industry, which fluctuates significantly with gold spot prices.
Market Risk
The fund faces systemic risks from equity market correlations and sector-specific operational threats.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Global Gold Mining Companies | 95 | This exposure provides direct correlation to gold mining operations and equity performance. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash balances are maintained for liquidity needs and portfolio rebalancing. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 69.74% | Avg. Invested days 50 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $25.19M |
| Issuer | Themes ETF Trust |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 0.77% |
| Inception | Dec 12, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +5.64% |
| 1 Year | +30.16% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 55.58% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 72.89% |
| Large Cap | 15.61% |
| Small Cap | 5.94% |
| Mega Cap | 4.76% |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 100.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 11.99x |
| Portfolio P/B | 2.57x |
| Portfolio P/S | 3.07x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Northern Star Resources | 5.25% |
| Endeavour Mining | 4.88% |
| DPM Metals | 4.79% |
| IAMGold | 4.76% |
| Alamos Gold | 4.74% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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