Key Takeaways

• Gold continues its strong performance as inflation hedging fuels demand, with prices rising over 41% year-on-year. This gold investment press review explores price forecasts, regulatory clarifications, and evolving preferences in gold custody options.
• Top story: Gold surges over 41% year-on-year as inflation hedging drives investment.
• ANZ raises gold forecast to $3,800 by year-end and projects $5,155 by 2030.
• EU clarifies VAT exemption and capital gains rules for gold investors, increasing transparency.
• Vault custody is seeing growing preference over home storage due to enhanced security.
• Regulatory updates highlight gold’s evolving role in diversified investment portfolios.

Introduction

On 18 September 2025, gold is in sharp focus with a year-on-year surge of over 41% as investors seek inflation protection. This trend is underscored by ANZ raising its year-end forecast to $3,800. Today’s gold investment press review covers these developments alongside regulatory updates and shifting preferences in gold custody within a changing investment landscape.

Top Story

Gold Price Surges Past Historic $3,000 Mark

Gold prices have reached an unprecedented $3,000 per ounce, marking a 41% increase year-on-year. The rally has accelerated as major institutional investors increased their physical gold allocations amid ongoing concerns about inflation.

Bank of America analysts stated this is the strongest sustained rally since the 2008 financial crisis. Trading volumes across major exchanges reached $18.2 billion, nearly triple the daily average for 2024.

The recent momentum has been supported by substantial central bank purchases. Official sector buying reached 325 tonnes in the second quarter of 2025. China and India led this acquisition, accounting for 47% of official purchases.

Also Today

Market Dynamics

Analysts Revise Price Forecasts

Goldman Sachs raised its 12-month gold price target to $3,500, citing structural changes in global reserve management. JPMorgan’s commodity team projected continued strength through 2026, emphasizing gold’s growing importance in portfolio diversification.

Morgan Stanley’s latest research highlighted a shift among institutional investors, who are now viewing gold as a strategic rather than tactical asset. According to the firm, 72% of pension funds plan to increase their gold allocations in the next quarter.

Storage and Security Innovation

Major bullion depositories have reported a 35% increase in secured storage capacity over the past six months. Swiss-based Global Vault Solutions introduced new biometric security protocols for their gold storage facilities, setting new industry standards for operational security.

In this context, the preference for vault custody over home storage reflects the trend toward enhanced security and professional management. For a comprehensive overview of the metodi di stoccaggio oro e la scelta tra caveau professionali e soluzioni domestiche, è possibile approfondire strategie, costi e rischi di ciascuna opzione.

Regulatory Framework Updates

The European Securities and Markets Authority (ESMA) published updated guidelines for gold investment products, emphasizing transparency in custody chains. The framework introduces stricter reporting requirements for gold-backed financial products, effective from 1 December 2025.

For investors navigating the new regulatory landscape, it is essential to understand the changing taxation and compliance rules for gold. Una guida pratica sulle normative fiscali sull’oro da investimento in Italia aggiorna sui recenti sviluppi e strategie di dichiarazione ottimale.

Market Wrap

ETF and Physical Demand

Gold-backed ETFs recorded $4.2 billion in net inflows this month. Physical gold demand in key Asian markets increased by 28% quarter-on-quarter. European institutional investors led ETF purchases, accounting for 65% of new positions.

SPDR Gold Shares ETF reported its largest single-day inflow since inception, adding $1.8 billion in new assets. Smaller gold mining ETFs also benefited, with VanEck Gold Miners ETF gaining 12% this week.

For those evaluating the role of gold in risk management, best practice insights can be found in the strategie di diversificazione portafoglio con oro for investors.

What to Watch

• EU Finance Ministers’ meeting on gold reserve policies (25 September 2025)
• ANZ Bank Global Gold Market outlook call (30 September 2025)

Conclusion

Gold’s exceptional 41% year-on-year rise underscores its continued importance as a strategic hedge during periods of inflation and market uncertainty, supported by strong institutional and central bank demand. Regulatory updates and innovations in storage solutions are also influencing investor approaches to gold. What to watch: the EU Finance Ministers’ meeting on 25 September 2025 and ANZ’s gold market outlook call on 30 September 2025.

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