Gold ETFs Drive Record Demand as Metal Nears All-Time High

Gold exchange-traded funds are experiencing unprecedented inflows as the precious metal's price trajectory turns parabolic. With $215 billion now held in US Gold ETFs—double the assets under management from two years ago—institutional and retail investors are fueling a historic rally.

The Kobeissi Letter highlights gold's strongest price run in years, with ETF growth acting as a key accelerant. Meanwhile, Katusa Research data shows gold miner returns have doubled, underscoring the sector's operational leverage at current price levels.

This surge comes as investors seek traditional SAFE havens amid macroeconomic uncertainty, with ETF vehicles providing liquid exposure to the metal's upward momentum. Market watchers now speculate whether this institutional participation will propel gold beyond previous records.