Gold ETF Rebounds 1.3% to $4,500 While Outflows Hit 2022 High

GLDGLD

Gold-backed ETF GLD rebounded over 1.3% to above $4,500 an ounce last week, marking its first weekly gain since the Middle East conflict began and following a 15% monthly drop. ETF outflows hit their largest level since 2022, while Turkey’s central bank sold $8 billion of gold.

1. Weekly Rebound and Dip-Buyers

GLD posted a 1.3% gain to trade above $4,500 an ounce last week, marking its first weekly increase since the conflict began and reflecting opportunistic buying after a month-long sell-off.

2. ETF Outflows and Price Pressure

The ETF saw roughly a 15% decline this month and a 19% drop from January’s record high, with gold-backed funds recording their largest outflows since 2022 as margin calls and rising yields pressured non-yielding assets.

3. Central Bank Sales and Geopolitical Impact

Turkey’s central bank sold and swapped about 60 tons of gold—over $8 billion worth—while escalating Middle East tensions, including Houthi entry and regional strikes, kept uncertainty elevated for bullion markets.

4. Investor Outlook and Structural Drivers

Some investors view the correction as a buying opportunity, pointing to persistent inflation risks, high government debt and a potential economic slowdown that could lower yields and boost gold’s appeal over the longer term.

Sources

FFF