Gold ETFs are witnessing a record-breaking moment. As the precious yellow metal soars to claim new highs, the demand for the asset has gone parabolic in the true sense, with ETFs acting as key elements, fueling the surge. Will this development help gold hit a new ATH? Here’s what the analyst and new statistical insights are stating about gold’s new ATH path.
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Gold’s Parabolic Rally On Cards
As per the latest insight shared by the Kobeissi letter, gold is busy surging to new highs, as its price is now going parabolic. The platform was quick to share how gold ETFs are playing a key role in accelerating gold’s price. The US currently has $215B worth of funds invested in gold ETFs.
“Gold ETF assets are skyrocketing. There is now a record $215 billion in assets under management in U.S. gold ETFs. The value of gold ETF assets has DOUBLED over the last two years. This comes as investors have piled into gold, with prices experiencing their strongest run since the 1970s. Year-to-date, US gold ETFs have acquired a massive 279 tonnes of gold. By comparison, European and Asian gold ETF AUM stands at a combined $199 billion. Gold demand is incredibly strong.”
Gold ETF assets are skyrocketing:
— The Kobeissi Letter (@KobeissiLetter) September 13, 2025
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
Another leading research platform, Katusa Research, has shared leading statistical data on gold miners. The platform added how gold miner returns have doubled, emphasizing the metal’s rising demand narrative.
“This is what operational leverage looks like. The miners are literally printing money. Gold at $2,900 → $1,500 profit per oz. Gold at $3,650 → $2,250 profit per oz. Their margins just went up 50% while gold rose 26%.”
This is what operational leverage looks like
— Katusa Research (@KatusaResearch) September 13, 2025
Gold miners are literally printing money:
▪️Gold at $2,900 → $1,500 profit per oz
◾️Gold at $3,650 → $2,250 profit per oz
Their margins just went up 50% while gold rose 26% pic.twitter.com/d2Ukf0EVA2
Rate Cut Looming Over Gold: Metal All Set to Charge High
As per Rashad Hajiyev, a leading gold expert analyst, the gold price is currently consolidating, but the metal is targeting a new high of $4K in the process. The looming rate cut scenario could play an elemental role in driving gold’s price to a new high, making the metal a leading safe haven asset in today’s volatile economic world.
“Gold pauses after breaking out from a 4.5-month contracting triangle formation. Initially I anticipated a deeper pullback and retest, but it looks like gold is not planning on giving another chance. The move from the present price level towards $4k could happen in a couple of weeks…”
Gold pauses after breakout from a 4.5-month contracting triangle formation. Initially I anticipated a deeper pullback and retest, but it looks like gold is not planning giving another chance. The move from present price level towards $4k could happen in a couple of weeks… pic.twitter.com/tKF920tMJq
— Rashad Hajiyev (@hajiyev_rashad) September 14, 2025
Also Read: Gold Should Be 10–15% of Portfolios, Dalio Urges Investors