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2d ago

Gold Tops $4,000 for First Time as Safety Trade Intensifies

High-profile investors are urging larger allocations to bullion following record ETF inflows.

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FILE - A sign outside the New York Stock Exchange marks the intersection of Wall and Broad Streets, Tuesday, Jan. 28, 2025, in New York. (AP Photo/Julia Demaree Nikhinson, File)
Financial information is displayed as traders work on the floor at the New York Stock Exchange in New York, Wednesday, Oct. 1, 2025. (AP Photo/Seth Wenig)
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Overview

  • Spot and futures prices broke above $4,000 per ounce for the first time, leaving gold up roughly 50–52% year to date.
  • Safe-haven demand tied to the U.S. government shutdown, expectations for further Fed rate cuts, and political turmoil in France and Japan is propelling the move.
  • Central banks continue to add to reserves, and the World Gold Council reports record monthly inflows into gold-backed ETFs in September.
  • Bridgewater’s Ray Dalio recommended about a 15% portfolio allocation to gold, with Jeffrey Gundlach having floated as much as 25%.
  • The surge is unfolding as investors question frothy AI-linked equities and hedge fiscal and currency risks, even with the dollar firmer on the day.