Whether you hold metals in our vault or have taken delivery, maintaining accurate records is essential. Here is what to look for in your documentation.
Key Information
Holdings Summary
- Product descriptions (e.g., \"10 x 1 oz American Gold Eagle, 2024\")
- Quantity and total weight
- Purchase date and acquisition cost (cost basis)
- Current market value (based on latest spot price)
Transaction History
- All purchases, sales, and transfers
- Date and price of each transaction
- Any fees (storage, transaction, shipping)
Storage Details
- Storage type (segregated or allocated)
- Vault location
- Insurance coverage confirmation
Why Records Matter
Tax Reporting
Accurate cost basis records are essential for calculating capital gains or losses when you eventually sell.
Estate Planning
Clear documentation makes it straightforward for heirs to understand and manage inherited metals.
Insurance Claims
In the unlikely event of a claim, comprehensive records expedite the process.
Our Commitment
Intervault Trading provides detailed account statements that document every aspect of your holdings. We maintain these records so you have full transparency at all times.