Gold is once again proving to be the most sought-after safe haven for investors. According to a post by The Kobeissi Letter, US ETF funds tied to this precious metal have attracted a record $215 billion. This represents a twofold increase compared to levels from two years ago, highlighting the unprecedented market momentum. Interestingly, the United States alone surpassed both Europe and Asia in this indicator, as their combined ETF value stands at $199 billion.

Gold and expectations from the Fed

This growth is not random, as investors are reacting to persistent fears of recession and macroeconomic uncertainty. Historically, gold has always positioned itself as a store of value during such times, and the latest data only reinforces this trend. Since the beginning of 2025, US funds have added 279 tons of gold to their reserves, further fueling upward pressure on prices.

Gold ETF assets are skyrocketing:

There is now a record $215 billion in assets under management in US Gold ETFs.

The value of gold ETF assets has DOUBLED over the last 2 years.

This comes as investors have piled into gold, with prices experiencing their strongest run since the… pic.twitter.com/Ry5xMhaozf

— The Kobeissi Letter (@KobeissiLetter) September 13, 2025

Economic reports from the US also play a significant role in the current developments. Weak labor market data has created room for the Federal Reserve to move toward lowering rates. It is expected that on September 17 the first cut of 25 basis points will occur, although the chances of a more aggressive 50-point cut are low. According to CME Group, 95% of people believe in a cut of only 0.25%.

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Long-term store of value

The spot price of gold is already approaching its historical peak. On Monday, it rose by 1.08% to $3,685 per ounce, setting a new all-time high. Analysts expect the growth to continue, predicting a level of up to $4,000 per ounce by mid-2026.

Gold confirms its position as an asset capable of stabilizing investor portfolios even in uncertain times. The massive inflow of capital into ETFs signals that the market still expects continued volatility and weaker confidence in fiscal and monetary policy. Although many investors consider alternative assets, gold maintains the most stable reputation.