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// BROKERAGE ROUTE · 2026

Fidelity gold IRA: what the brokerage will hold, and what it charges to hold it.

Ask a specialist dealer whether a big brokerage can hold bullion and you tend to get a shrug. The accurate answer is that a Fidelity gold IRA exists in substance if not in name: an ordinary Fidelity IRA is permitted to hold five categories of physical metal, bought through an unaffiliated bullion firm, at rates the brokerage publishes down to the last basis point. That transparency is the story here, and so is the one line in the schedule that quietly changes the answer for larger balances.

By the Gold IRA Consulting Research Team
Independent gold IRA research
Primary-source verified
fidelity.com and IRS material cited below
UPDATED AUGUST 12, 2026 · FEES VERIFIED JUN 2026, CONFIRM CURRENT PRICING
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Advertising disclosure: Gold IRA Consulting is reader-supported. We may earn a commission when you open an account through some links on this page (marked sponsored). This never influences our editorial scores, which are based on independent research. We have no commercial relationship of any kind with Fidelity Investments, and there are no sponsored links to Fidelity on this page.

THE SHORT ANSWER

Yes, with the boundaries drawn tightly. A Fidelity IRA may hold Gold American Eagles, the one ounce Gold American Buffalo, one ounce Silver and Platinum American Eagles, and bullion quality bars. The minimum metals purchase is $1,000 in an IRA against $2,500 elsewhere. Buying costs between 0.99% and 2.90% depending on size, storage runs 0.125% of value every quarter, and Fidelity's other retirement accounts are shut out entirely.

  • The metal is handled by FideliTrade, a Delaware firm Fidelity states is not affiliated with it. Read the storage arrangement as a vendor relationship, not an in-house vault.
  • Storage is a percentage of value, not a flat fee, which is cheap on a small holding and expensive on a large one. The crossover against a typical dealer schedule lands near $47,000.
  • If price exposure is all you want, US stocks and ETFs trade at $0.00 online, and the collectibles tax rate that worries fund buyers is irrelevant inside an IRA.
  • Nobody chases your old 401(k) administrator for you. That legwork is the service a dealer's markup pays for.

Bullion at a discount broker is a real thing, and almost nobody says so plainly

Most people who search "gold IRA Fidelity" are trying to settle an argument with a salesperson. One side insists a mainstream brokerage cannot touch physical metal, because the tax code bans collectibles from retirement accounts. The other side has read the fee schedule. The second side is right, and the reason is a statutory carve-out: IRS Publication 590-A states the collectibles prohibition and then the exception for qualifying coins and bullion, and Fidelity's own learning material draws the same boundary.

What Fidelity does with that exception is narrower than the exception allows. Its published list of metals permitted in an IRA runs to five entries: the Gold American Eagle in one ounce, half ounce, quarter ounce and tenth ounce, the one ounce Gold American Buffalo, the one ounce Silver American Eagle, the one ounce Platinum American Eagle, and bullion quality bars. Note the absences. No palladium appears on that IRA list even though the statute reaches palladium bullion, and no foreign sovereign coin does either.

Two further restrictions sit in the fee schedule rather than the marketing pages. Metals may not be purchased in a Fidelity Retirement Plan, meaning a Keogh, and Fidelity states that they are generally not eligible in its other retirement accounts. The route is an IRA or nothing. Money sitting in a workplace plan has to move into a Fidelity IRA first, exactly as it would have to move into a self-directed IRA on the dealer route.

The third party deserves a paragraph, because buyers assume the metal sits in a Fidelity vault. It does not. Fidelity describes FideliTrade Incorporated as an independent Delaware-based corporation providing buying, selling, delivery, safekeeping and custody services, and states it is not affiliated with Fidelity Investments. Its customer service material also names ScotiaMocatta among the intermediaries transacting in the metals marketplace. On insurance, Fidelity cites $1 billion of all-risk cover at Lloyd's of London for bullion in FideliTrade's high-security vaults plus $300 million in contingent vault coverage. Serious, clearly disclosed, and structurally the same shape as the dealer model: a brand you know, a metals firm you have not heard of doing the actual work.

// EVERY NUMBER PUBLISHED

What a Fidelity gold IRA costs, straight off the commission schedule

Here is the part that genuinely favours the brokerage, and we would rather say it than bury it. Fidelity prints its buying spread. Almost no gold IRA dealer does. You can price the whole cost of acquiring metal before speaking to anybody, in an industry where the markup is usually discovered on the confirmation.

TRANSACTION SIZE (GROSS)CHARGED TO BUYCHARGED TO SELLWHAT THAT IS IN DOLLARS, BUYINGWHERE THE STEP MATTERS
$1,000 (IRA minimum)2.90%2.00%$44, because the floor bites The percentage would be $29, but a $44 minimum applies to any metals transaction, so the true cost is 4.4%.
$9,9992.90%2.00%$290 The most expensive full tier. One extra dollar of order size moves you down a bracket.
$10,000 to $49,9992.50%2.00%$250 at $10,000, $1,250 at $50,000 Where most retail orders land. Selling is still charged at the top 2.00% rate through this whole band.
$50,000 to $99,9991.98%1.00%$990 at $50,000, $1,980 at $99,999 The sell rate halves here. The buy rate barely moves, so the band is worth less than it looks going in.
$100,000 and above0.99%1.00% to $249,999, then 0.75%$990 at $100,000 The sharpest cliff on the sheet. A $99,999 purchase costs $1,980 to execute; a $100,000 purchase costs $990. Splitting an order across that line the wrong way is a $990 mistake.

Source: Fidelity Brokerage Commission and Fee Schedule, precious metals section, read on fidelity.com 12 August 2026. Dollar conversions in columns four and five are our arithmetic on the published percentages, not Fidelity quotes. Confirm current pricing with Fidelity at the number given in that schedule before trading.

The storage line is a percentage, and that is the whole ballgame

Everything above is a one-off. The recurring charge decides whether this route is cheap or expensive for you, and it runs on a different principle from the rest of the market. Fidelity bills storage quarterly at 0.125% of total value or $3.75, whichever is greater, pre-billed on the marketplace value at the time of billing. Four quarters of 0.125% is 0.5% of your position a year, recalculated as the gold price moves.

Compare that with a dealer-run account. Almost every provider we cover charges flat dollars: Birch Gold Group publishes $110 for storage and insurance plus $125 for administration, and the field sits between $150 and $300 a year all in, whatever your balance. Flat pricing punishes small accounts and rewards large ones. Percentage pricing does the reverse: somebody holding $8,000 of metal pays $40 a year at Fidelity and around six times that at a dealer.

VALUE OF METAL HELDFIDELITY STORAGE, PER YEARTYPICAL DEALER FLAT SCHEDULEWHICH IS CHEAPER
$2,000$15 (the $3.75 quarterly floor applies)~$235Fidelity, by a factor of fifteen
$10,000$50~$235Fidelity, comfortably
$25,000$125~$235Fidelity
~$47,000~$235~$235The crossover. Above this line the flat schedule wins.
$100,000$500~$235Dealer, by roughly $265 a year
$250,000$1,250~$235Dealer, by more than $1,000 a year

Fidelity column is our annualisation of the published 0.125% quarterly rate and $3.75 quarterly minimum. Dealer column uses the recurring annual figure verified on our Birch Gold Group fee page, which is representative of the flat schedules across the ten providers we track. Fees verified Jun 2026, confirm current pricing. Model the same question against a specific provider with our gold IRA fee calculator.

A second-order effect matters more than the crossover point itself. Because the fee is levied on market value, a rising gold price lifts your annual bill in lockstep. Buy $60,000 of Eagles, watch the metal double, and storage doubles from $300 to $600 for the same coins in the same vault. A flat schedule is unmoved. Anyone who holds bullion precisely because they expect the price to run should cost this over the whole holding period, not the first year. Our breakdown of gold IRA fees runs the same arithmetic on the dealer side.

The cheaper answer most Fidelity customers actually want

Plenty of people arrive here wanting protection against a falling dollar rather than bars with their name on them. If that describes you, the physical route is an expensive way to buy something the same account sells for nothing. Fidelity's published commission for US stocks and exchange traded funds is $0.00 per online trade, against $12.95 by automated phone and $32.95 with a representative. Gold-backed exchange traded products, mining equities and precious metals mutual funds all sit inside that bracket, and none of them carries a storage charge, only the fund's own expense ratio.

One tax point circulates in a mangled form and is worth fixing. Fidelity's learning centre notes that investors selling shares in commodity funds holding physical gold or silver may be taxed at the 28% collectibles rate. True, and a real drag in a taxable brokerage account. It is also irrelevant inside a traditional IRA, where withdrawals are ordinary income whatever the account held, and inside a Roth, where qualified withdrawals are untaxed. Anyone citing 28% to argue you must own physical metal in a retirement account has it backwards.

What a fund cannot give you is a claim on identified metal in an identified vault, redeemable in bars. That distinction is not small to the people who want it, and it is the only honest reason to pay 2.50% plus a storage percentage instead of nothing. If you are unsure which camp you are in, read our comparison of a gold IRA against physical gold first.

// TWO ROUTES, SAME METAL

Brokerage account against a specialist dealer account

WHAT YOU ARE COMPARINGFIDELITY IRADEALER-RUN GOLD IRATHE PRACTICAL DIFFERENCE
Entry gate$1,000 metals purchase~$5,000 to ~$50,000 depending on provider Fidelity is reachable by savers no dealer will take. See our minimum investment comparison.
Cost of acquiring metal0.99% to 2.90%, published in advanceDealer markup, rarely published The single strongest point in Fidelity's favour. You can price the trade before you place it.
Annual storage0.5% of value a year, $15 floorFlat, commonly $150 to $300 all in Reverses around $47,000 and keeps widening as metal appreciates.
Metal you may holdFive published categoriesThe full IRS-eligible field, including foreign sovereigns and palladium Irrelevant if you wanted Eagles anyway. Decisive if you did not. See what qualifies as IRA-approved gold.
Segregated or allocated electionNOT PUBLISHEDSeveral providers publish a choice of depository and storage type Fidelity's material describes safekeeping and custody through FideliTrade without publishing a storage-type election. Ask before funding. Background in our storage guide.
Rollover handlingSelf-service, standard IRA rollover processMarketed as guided, though none of the ten publishes a service commitment The dealer's markup partly buys chasing. Our rollover guide covers the sequence either way.
Promotional offersNone on metalsFirst-year waivers and metal bonuses on qualifying accounts Waivers cover a year. The storage basis covers every year, which is the more consequential term.

Fidelity column from fidelity.com material read 12 August 2026. Dealer column from published provider material verified Jun 2026, confirm current pricing. NOT PUBLISHED records an absence of published disclosure, not a criticism.

Stay at Fidelity if these describe you

  • You already keep your retirement money there. One login, one statement, one set of tax documents, no new counterparty to diligence.
  • Your metals allocation is modest. Under roughly $47,000 the percentage basis beats any flat schedule we have verified, and below about $3,000 the $15 annual floor makes storage close to free.
  • A Gold Eagle is what you wanted. The published menu covers the most liquid retail bullion in the country, so the narrowness costs you nothing.
  • Exposure is the goal, not possession. Buy the fund at $0.00 commission and skip the storage line entirely.
  • You dislike opaque markups. A published 2.50% you can check beats an unpublished spread you cannot, even when the unpublished one is lower.

Use a specialist provider if these describe you instead

  • The position is large and long-held. Above the crossover the flat schedule wins every year, and the gap widens with the gold price rather than standing still.
  • You want a specific product. Canadian Maple Leafs, Austrian Philharmonics, palladium, kilo bars: none appear on Fidelity's IRA list, and a dealer account holds them.
  • Storage type matters to you. Electing segregated storage at a named depository is a published feature at several providers and an unanswered question here.
  • The money is stuck in an old employer plan. The release is the hard part of any gold IRA rollover, and a firm built around that handover does more of the work than a brokerage queue.
  • You want a person. Compare who does that well on our gold IRA company rankings.
// THE BROKERAGE ROUTE, ANSWERED

Questions people ask before they call Fidelity

Can I open a Fidelity gold IRA?

Not under that name, but the substance is close. Fidelity does not market a product called a gold IRA. It offers a regular Fidelity IRA that is permitted to hold a short list of physical precious metals, and its published material states that precious metals are generally not eligible to be held in its other retirement accounts, and may not be purchased at all in a Fidelity Retirement Plan (Keogh). So the answer to the usual question is yes with a boundary drawn around it: an IRA at Fidelity can hold real bullion, but only from the menu Fidelity publishes, bought and stored on Fidelity's terms rather than a dealer's. Figures on this page were taken from fidelity.com in August 2026.

What is the minimum to buy precious metals in a Fidelity IRA?

Fidelity's brokerage commission and fee schedule sets the minimum precious metals purchase at $2,500, reduced to $1,000 for IRAs. That is the lowest published entry point of any route into retirement bullion we track. For comparison, the ten dealer-run gold IRA providers we cover gate entry between roughly $5,000 and roughly $50,000, so a saver with a small balance who cannot clear a dealer minimum can still hold physical metal at Fidelity. Watch the interaction with the $44 minimum transaction fee, though: on a $1,000 purchase the percentage rate is 2.90% or $29, so the $44 floor applies instead and the effective cost is 4.4%.

How much does Fidelity charge to buy, sell and store bullion?

All three numbers are published, which is unusual in this market. Buying is charged on a sliding scale of the gross amount: 2.90% from $0 to $9,999, 2.50% from $10,000 to $49,999, 1.98% from $50,000 to $99,999, and 0.99% at $100,000 and above. Selling runs 2.00% from $0 to $49,999, 1.00% from $50,000 to $249,999, and 0.75% at $250,000 and above. A $44 minimum applies to any precious metals transaction. Storage is billed quarterly at 0.125% of total value or $3.75, whichever is greater, and Fidelity states that storage is pre-billed on the marketplace value at the time of billing. Four quarterly charges of 0.125% work out to 0.5% of the position each year.

Which coins and bars can actually go into a Fidelity retirement account?

Fidelity publishes the list, and it is short: Gold American Eagle in 1 oz, 1/2 oz, 1/4 oz and 1/10 oz, Gold American Buffalo in 1 oz, Silver American Eagle in 1 oz, Platinum American Eagle in 1 oz, and bullion quality bars. That is narrower than the field the tax code permits, since the statutory exception also reaches palladium bullion and a wider range of qualifying products. If you want a specific sovereign coin outside those five categories, or you want to hold a mix a dealer account would sell you, Fidelity is not the venue. If a one ounce Gold Eagle is what you had in mind anyway, the restriction costs you nothing.

Would a gold ETF inside my IRA do the same job as bullion?

For price exposure, largely yes, and at a far lower entry cost, since Fidelity charges $0.00 per online trade in US stocks and ETFs. What a fund cannot give you is a claim on identified metal in a vault, which is the whole reason many buyers want the physical version. There is also a tax wrinkle worth knowing: Fidelity's own learning material notes that investors selling shares in commodity funds holding physical gold or silver may face a 28% long-term capital gains rate. That rate is a taxable-account problem. Inside a traditional IRA, distributions are taxed as ordinary income whatever the account held, so the collectibles rate never enters the calculation.

Can I roll an old 401(k) into metals at Fidelity?

Mechanically yes: you roll the balance into a Fidelity IRA the ordinary way, then place a precious metals order once the cash has settled. What you will not get is the guided version. A dealer-run gold IRA is sold as a managed handover, with someone chasing your old plan administrator and walking the paperwork through, and that service is a large part of what the dealer's markup buys. At Fidelity you are the project manager. If you have moved a retirement account before and the release from your old plan is straightforward, that is a saving rather than a loss. If your plan releases only by mailed check and you want a human on the phone through it, price the difference honestly.

Related reading: what a gold IRA costs to run, the rollover deadlines and limits, how a gold IRA is taxed, and the minimums across the field.

SOURCES & METHOD

Every Fidelity figure on this page was taken from material published on fidelity.com and read on 12 August 2026. We have no commercial relationship with Fidelity Investments and no link on this page pays us. Where a detail could not be confirmed on fidelity.com, this page records the absence rather than filling it in.

  • Fidelity, Trade Gold, Silver, Platinum and Palladium: the list of metals permitted in a Fidelity IRA, the statement that metals are generally not eligible in other Fidelity retirement accounts, and the FideliTrade disclosure including the Lloyd's of London cover figures.
  • Fidelity, Brokerage Commission and Fee Schedule: the precious metals buy and sell percentage tiers, the $44 minimum per metals transaction, the $2,500 minimum purchase and $1,000 IRA minimum, the 0.125% quarterly storage fee and $3.75 quarterly minimum, the Keogh exclusion, and the $0.00 online commission on stocks and ETFs.
  • Fidelity, Precious Metals Trading: minimum initial and subsequent investments, and the role of FideliTrade and ScotiaMocatta as intermediaries in the metals marketplace.
  • Fidelity, Rules for Commodity ETFs: the 28% long-term rate that can apply to shares in funds holding physical gold or silver, and the note that IRAs may own certain US coins and bullion despite the collectibles bar.
  • IRS Publication 590-A: the collectibles prohibition for IRAs and the statutory exception for qualifying coins and bullion.
  • Dealer comparisons draw on published provider material verified Jun 2026 and set out in full on our individual review and fee pages. Confirm current pricing before you fund anything.

Dollar conversions of Fidelity's percentage rates, and the roughly $47,000 crossover point, are our arithmetic on published figures rather than quotations from either party.

// IF THE DEALER ROUTE FITS BETTER

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