- Global physical gold ETFs recorded +27.1 tonnes last week — 3rd largest weekly inflow since January per World Gold Council data
- US led demand at +15.9 tonnes (58% of total), followed by Europe at +6.5t and Asia at +4.6t
- Three consecutive positive inflow weeks follow a -40 tonne outflow in July 2026 — potential trend reversal signal
- Watch November 2025's ~65-tonne peak: sustained approach confirms new gold demand cycle
Global physical gold-backed ETFs absorbed 27.1 tonnes in net inflows last week — the third-largest single-week inflow recorded since January, according to data shared by @KobeissiLetter citing World Gold Council figures.
The United States led all regions, accounting for 15.9 tonnes — more than 58% of total global demand for the week. Europe contributed 6.5 tonnes and Asia added 4.6 tonnes, making the demand picture genuinely multi-regional rather than a single-market anomaly.
The weekly flow chart, spanning January 2025 through late 2026, places this reading in sharp relief. The dataset’s peak was approximately 65 tonnes in November 2025. A significant outflow period followed through mid-2026, reaching as deep as -40 tonnes in July 2026. Last week’s 27.1-tonne reading represents the third consecutive positive week after that drawdown — a sequence that, historically in this dataset, has preceded sustained demand cycles rather than one-off spikes.
The geographic breadth of the demand is the structural detail that distinguishes this reading. US-led physical gold ETF buying at this scale typically reflects either safe-haven positioning or dollar-hedge demand — not speculative flow. European and Asian follow-through at 6.5 and 4.6 tonnes respectively confirms the buying is not concentrated in a single market dynamic.
The key threshold to monitor going forward is whether weekly inflows build toward the November 2025 peak of ~65 tonnes. A sustained approach to that level would confirm a new demand accumulation cycle. A reversal back toward zero or negative territory — as occurred abruptly in mid-2026 — would invalidate the trend-reversal reading.
For context on the broader macro backdrop driving institutional safe-haven positioning, see our earlier coverage: Crypto Market Cap Reclaims $3 Trillion.
Source: x.comFrequently Asked Questions
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Source: Kobeissiletter · Published by CoinsProbe Markets Desk
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