Strategic Rebrand and NYSE Relisting
Completed rebrand to Gold.com and relisted on the New York Stock Exchange in December 2025, reinforcing corporate identity as a global precious metals platform.
Major Strategic Investment from Tether
Tether affiliate to purchase approximately $125 million of common shares at $44.50 with an additional ~$25 million subject to regulatory clearance; includes board nomination rights, expected gold leasing facility of no less than $100 million, commercial agreements for storage/logistics and offering Tether stablecoins through DTC channels, and Gold.com to invest $20 million of proceeds in Tether's XAUT.
Revenue Growth — Q2 and YTD
Q2 fiscal 2026 revenues increased 136% to $6.5 billion (from $2.7 billion); excluding $2.5 billion of forward sales, revenues increased 69% (≈ $1.2 billion). Six-month revenues increased 86% to $10.1 billion.
Profitability and Cash Strength
Reported net income of $11.6 million in Q2 (EPS $0.46) vs $6.6 million (EPS $0.27) a year ago. Cash on hand rose to $152 million from $78 million at fiscal year-end.
Strong Non-GAAP and EBITDA Performance
Adjusted net income before provision for income taxes for Q2 rose 74% to $23.2 million. EBITDA for Q2 increased 109% to $33.9 million; 6-month EBITDA increased 42% to $48.2 million.
Inventory and Balance Sheet Resources
Nonrestricted inventories increased to $1.031 billion from $795 million, supporting sales and fulfillment capacity.
Customer and Volume Growth
DTC new customers in Q2 totaled 96,100, up 47% YoY and 38% QoQ; total DTC customers ~4.4 million, a 37% increase YoY. Gold ounces sold in Q2: 545,000 ounces (up 17% YoY and 24% QoQ).
Acquisitions and Expansion
Closed acquisition of Monex Deposit Company; increased equity interest in Atkinsons Bullion & Coins to 49.5%; recent acquisitions (SGI, Pinehurst, AMS) contributed materially to revenue and customer growth.
Operational Scale and Fulfillment Throughput
AMGL Las Vegas facility throughput ramping: exceeded 120,000 packages in December/January; target to ship ~150,000 packages/month as automation and software improvements complete, with capacity and ambition for higher volumes.
Improved Gold Minting and Manufacturing Capacity
Management describes meaningful mint production capacity and ability to scale manufacturing (examples cited: prior peaks and current ramp plans), positioning the company to meet rising silver demand.