Large pools of capital appear to be rotating toward gold

Gold markets are rewriting history:

Assets under management (AUM) in the largest US gold-backed ETF, $GLD, are up to $181 billion, near the highest on record.

The AUM in $GLD has DOUBLED in less than a year.

Over the last 8 years, the value of the fund’s assets has surged +503%.

Furthermore, gold holdings in $GLD are up to 1,098 tonnes, the highest since April 2022 and the 2nd-highest since February 2021.

Gold holdings have increased +274 tonnes since March 2024.

By comparison, the all-time high set in December 2012 was 1,351 tonnes.

Demand for gold investments is still unprecedented.

 

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