Economy January 23, 2026

Understanding Silver Trading: From Physical Holdings to Financial Instruments

A comprehensive guide to how silver is bought, sold, and invested across markets

By Hana Yamamoto
Understanding Silver Trading: From Physical Holdings to Financial Instruments

As silver surpasses the historic price of $100 per ounce amidst geopolitical tensions and anticipated U.S. interest rate reductions, it becomes crucial to understand the various mechanisms through which this precious metal is traded. This article dissects the key markets and methods of trading silver, including over-the-counter deals, futures contracts, exchange-traded funds, physical bars and coins, as well as mining company shares.

Key Points

  • Silver surpassed $100 per ounce, boosted by geopolitical uncertainty and expectations of U.S. interest rate cuts.
  • London remains the central hub for physical silver trading via over-the-counter agreements involving major banks and brokers.
  • Silver futures, traded on exchanges such as Shanghai Futures Exchange and COMEX, offer leveraged exposure and do not generally lead to metal delivery.
  • Exchange-Traded Funds (ETFs) like the iShares Silver Trust provide accessible investment opportunities by holding physical silver and issuing shares traded on stock markets, facilitating retail investor access.

Silver has reached an unprecedented milestone, climbing above $100 an ounce for the first time ever. This surge has been propelled by investors seeking refuge in safe-haven assets amid global geopolitical unrest and expectations of easing U.S. monetary policy. The metal’s price soared by 147% last year, driven by heightened investment interest, ongoing difficulties in expanding refining capacity, and a persistent market supply deficit.

Understanding silver’s trade process is essential for investors keen to navigate this dynamic market.

Over-The-Counter Market

London stands as the principal marketplace for physical precious metals, including silver and gold. Here, banks and brokers execute buying and selling orders from international clients. This trading is conducted bilaterally over-the-counter (OTC) among financial institutions, where access requires an established relationship with participating banks or brokers.

The OTC market’s foundation is physical bullion bars stored securely in vaults belonging to major banks such as JPMorgan and HSBC. By the end of December 2025, London’s vaults held approximately 27,818 tons of silver, underscoring the scale of physical holdings underpinning these transactions.

Futures Exchanges

Silver also trades robustly on futures markets, with prominent exchanges including the Shanghai Futures Exchange and the COMEX division of the CME Group in New York. Futures represent contracts where sellers agree to deliver silver at a future date. Trading is typically facilitated through brokerage services.

Most futures contracts are not taken to physical delivery but are rolled over or exchanged for contracts with later settlement dates. This mechanism allows market participants to speculate on price movements without the logistical challenges of metal storage and transport. Additionally, futures trading requires only a margin payment, a fraction of the metal’s total value, enabling leverage.

Exchange-Traded Funds (ETFs)

ETFs provide another avenue for silver investment, trading on stock exchanges such as the New York Stock Exchange and London Stock Exchange alongside conventional company shares. These funds hold physical silver in vaults on behalf of investors, with each ETF share representing a quantifiable amount of silver.

Retail investors can access ETF shares effortlessly through online trading platforms like Robinhood. If an ETF’s share price rises above the intrinsic value of held silver due to demand, the fund can acquire additional silver to issue new shares, thus realigning prices with the market value of the metal. The largest ETF in this segment is the iShares Silver Trust managed by BlackRock, which holds roughly 529 million ounces of silver valued at approximately $52.9 billion at prevailing prices.

Physical Bars and Coins

For smaller investors, silver is accessible through purchasing physical bars and coins from distributors and retailers worldwide. This method allows direct ownership of tangible assets but requires consideration of storage and security.

Shares in Silver Mining Companies

Investing in publicly traded companies engaged in silver mining is another popular vehicle. These stocks, readily tradable on platforms like Robinhood, tend to correlate with silver prices but are also influenced by company-specific elements such as management quality, debt levels, and operational performance.

Risks

  • The physical silver market depends on the availability of refined metal, which remains constrained, potentially impacting supply and pricing.
  • Futures trading involves margin and leverage, which could lead to substantial market risk and price volatility for participants.
  • Shares of silver mining companies are subject to additional risks beyond silver prices, including corporate management, financial health, and operational performance.

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