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Gold Hits Record Above $4,000 as Banks Warn of Fragile Rally

Stretched technicals collide with persistent ETF and central-bank buying.

Overview

  • The metal set new highs this week after first clearing $4,000 per ounce, capping a gain of roughly 50%–54% for 2025.
  • Silver and platinum have climbed even faster this year, with silver near $50 and platinum around $1,660, marking multi-decade peaks.
  • Funds that hold physical gold logged record inflows in September and assets under management hit an all-time high, while central banks have kept purchasing more than 1,000 tonnes per year.
  • Bank of America highlighted overbought signals, including an extended weekly winning streak and an elevated distance from the 200-day average, cautioning that a sharp pullback is possible.
  • Prices cooled briefly on progress in Gaza talks but remained near records, as Goldman Sachs lifted its end-2026 target to $4,900 on sustained structural demand.