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By Darren Brady Nelson
One of the underrated and easily rejected stories from the first 100 days of the second Donald J. Trump Presidentie was in March 2025, when the president said: “We are actually going to Fort Knox to see if the gold is there, because someone may have stolen the gold. Ton Gold.”
Two developments have happened since then. First, his May 2025 was executive order Recovery Golden standard Science. “Secondly, his signing of the July 2025 was Genius Act. The first can be a word teaser for ‘recover The Golden standard. “The latter seems to be a step in that direction.
Fort Knox Gold
The US Department of Weekly Release of the Treasury of American Currency reserves to show The levels of various official assets, including gold. It reported Gold of 261,499 million fine Troy Ounces. A estimated 56 percent of this is in Fort Knox, with the rest in West Point, Denver and New York.
The Federal Reserve Act 1913 Still gives power to the American Federal Reserve: “To handle loans at home or abroad in Golden Munt and Bullion, to provide loans, federal reserve notes for gold, gold coin or gold certificates and to contract for loans of gold coins or precious metal (and much more).”
The question of how much gold is in Fort Knox and elsewhere is not only important for the purposes of DooBut even more in the case of a potential return to a gold standard. And such incredible Return is not just speculation, but is due to some credible Public comments.
Trump Gold Standard
Private citizen Trump commented, as a presidential candidate, about a possible return to a gold standard in June 2016, when he said: “Return The gold standard Would be very difficult to do, but boy, it would be great. We would have a standard to base our money. “
More recently, Steve Bannon stated In December 2023: “Nixon took out us The gold standard … during a weekend … in an emergency assignment. That is strongly assessed in the second Trump Convert back into gold. “
Economist Judy Shelton has an October 2024 book As a guide: “When the US dollar is supported by gold, America, and the rest of the world, predicts. But this is not a Curmudgeonly requirement to return to The gold standard from the past; (but) gold for one New international monetary order. “
A kind of gold standard can match a New worldwide trading systemAs set out in the “Mar-A-Largo AccordFrom November 2024, as well as with the Genius Act from July 2025, which: “A payment framework for payment stablecoins (Must cash for one Fixed). “
Shadow Gouden Price i
Shadow prices is a method that has been used for a long time Cost payment analysis That adjusts the prices, or creates prices for, failed or non-existent markets. The Shadow price of gold (Spog) In August 2018, it was defined as: “The link between the American monetary basis and the implicit Gold price. “
The We trust in gold (IGWT) Annual report of May 2025 uses a similar definition: “The theoretical gold price In the case of full gold support of the basic money quantity. “The report adds:” The mutual value of the (spog) gives the degree of coverage of the monetary basis. “
The mutual spog, based on the current market prices, is the “gold coverage ratio” (GCR). The report further explains that: “Currently, the (GCR) in the US is only 14.5%. To say it roughly: only 14.5 cents of each US dollar currently consists of gold, the remaining 85.5% is air.”
Gold support of the monetary base, in percent, 01/1920 to 03/2025.
Source: Grow.
Shadow Gold Price II
According to IGWT: “In the Gold Bull market from the 2000s (GCR) tripled from 10.8% to 29.7%. A similar (GCR) would only act today if the gold price were almost double $ 6,000. The record value of 131% from 1980 would correspond to a golden price of round $ 30,000. “
IGWT goes further than just $ USD: “The international shadow gold price (ISPOG) shows how high the gold price should rise if the money supply (M0 or m2) From the leading currency areas were covered by the gold reserves of the central banks in relation to their share in global GDP. “
“This vision impressively reveals the size of the monetary expansion: with a – albeit purely theoretical – 100% coverage of the wide amount of M2, the gold price (per ounce) would be over $ 231,000; Even with a moderate coverage of 25% it would be there $ 58,000. “
International Shadow Gouden Prize at various gold coverage (LOG), in USD, 12/2024.
Source: Grow.
Shadow Gold Price III
In May 2024, James Rickards predict: “My last prediction is that gold can even exceed $ 27,000. I don’t say that to get attention or to shock people. It’s not a gamble; It is the result of rigorous analysis. “
This was based on a similar approach to Spog and GCR that he called “the implicit non-deficiency price of gold under a new gold standard (IPOG).” Rickards calculated one gold priceBased on IPOG, from $ 27,533 Per ounce. “
He divided US $ 7.2 trillion M1 amount of money through 261.5 million Golden Troy Ounces (or 8,133 tons) into official American reserves estimated by the by the World Gold Council. The M1 figure is 40 percent of US $ 17.9 trillion as: “This percentage was the legal requirement for the US Federal Reserve from 1913 to 1946.”
Summarizing, the kind of gold prices That can be achieved under one return to A golden standardWith the help of the SHadow price of gold Approach, varies from the low points of US $ 6,000 to highlights of US $ 231,000, with US $ 27,533, US $ 30,000 and US $ 58,000 in between.
What the gold price ends, it would be a one -off windfall for those who hold gold at that time. After that gold would stop being an investment, as it has been since then 1971 And 1974. Because would be gold really money Again, and it would be noise At that.
Click here to read Goldenomics 101: Follow the money.
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