ETFs and flows

Fund holdings, positioning and the flow data that shows whether Western investors are participating.

4 articles on this topic

  1. News & Macro

    Gold demand set records in Q3. None of it set a floor Newest

    The World Gold Council's Q3 report shows record value, record ETF holdings and 321t of official buying, while gold trades 8% below the quarter's average price…

    ·6 min read
    • $3,920.63
    • $3,895.59
    • $3,969.96
    • $4,262.20
  2. News & Macro

    Gold has a buyer under $4,000. Silver has a chemistry problem

    Silver lost 18.70% in October to gold's 6.78%, and the gold/silver ratio ran from 68.80 to 78.89. The gap is not sentiment: a sixth straight deficit…

    ·6 min read
    • $3,875.44
    • $4,157.34
    • $4,000
    • $3,903
  3. News & Macro

    Gold lost 6.8% in October and the last session took half

    Gold closed October at $3,875.44, down 6.78% — the final session alone took $146 of it, on a chip-led rout while Treasury yields fell. The month's…

    ·6 min read
    • $3,875.44
    • $3,884.90
    • $3,875
    • $3,885
  4. News & Macro

    Gold ETF Inflows Hit a Record 4,256t While Gold Fell 8.5%

    September: gold ETFs took in US$10bn to a record 4,256 tonnes while COMEX money managers cut 84 tonnes — the divergence that framed gold's $4,150 base…

    ·6 min read
    • $4,100
    • $4,073
    • $4,162
    • $4,150

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Topics are how gold actually behaves

Most gold moves trace back to a handful of recurring drivers. Reading a hub end to end is the fastest way to see how the metal has responded to that driver over time.