Record-Breaking AUM: Gold ETFs Surge in 2024 Despite Economic Uncertainties

Gold prices are down significantly on Monday morning. Gold prices are facing downward pressure as U.S. stock indexes are poised to open at record highs, dampening the appeal of safe-haven assets. The precious metal’s decline is further exacerbated by the surge in the U.S. dollar index to a 4.5-month high, making dollar-denominated gold more expensive for holders of other currencies.The price of gold is trading at $2623.77, down $61.00. The price of silver is trading at $30.68, down 62 cents.

The World Gold Council reports global gold ETFs continued their positive trend in October 2024, marking the sixth consecutive month of inflows with a US$4.3 billion increase. This surge, coupled with record-breaking gold prices, pushed global assets under management to a new high of US$286 billion, representing a 5% monthly increase. North America led the inflows for the fourth straight month, while Europe remained the only region experiencing outflows. Year-to-date, global gold ETF demand turned positive for the first time in 2024, with total inflows reaching US$4.7 billion and assets under management soaring by 33%.

Regional performance varied significantly, with North American funds adding US$2.7 billion despite rising yields and a stronger dollar. This demand was likely fueled by uncertainty surrounding the US Presidential election and escalating geopolitical tensions. Asian funds, particularly in China and India, attracted US$2.1 billion, extending the region’s inflow streak to 20 months. In contrast, European funds saw outflows of US$563 million, attributed to rebounding yields and weaker local currencies. Global gold trading volumes also increased, averaging US$268 billion in October, a 4% month-on-month rise, supported by improved OTC and ETF activities.

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