Gold Rush is back, and instead of miners and pikin, his hedge funds and spreadsheets of billion dollars.
Ray Galios Bridgewater Associates opened a new position of $ 318.8 million SPDR Gold Trust Gld During the first quarter of 2025, according to a new 13F application at the SEC. For the world’s largest hedge fund it is not merely portfolio adjustment, it is a shiny explanation.
Dalio, an old pronounced proponent of ‘hard money’, recently doubled his opinion during a presentation in the Abu Dhabi Finance Week. Predicting a coming “debt money problem” as a result of hyperburding by the US, China and almost every major economy than Germany, Dalio expressed his preference for gold and Bitcoin about conventional debt vehicles.
Also read: Exclusive: Expert explains how you can physically hold on to this Gold ETF and why investors arrive quietly
He is not the only one who embraces this golden gospel. No, institutional investors come together to the yellow metal at a furious clip – 1,187 Gld shares were added last quarter. Black rock” Goldman Sachs And UBS According to Quiver Quantitative, they have all filled their gold ETFs with positions in GLD.
Gld is perhaps the Gold ETF heavyweight champion, but it is not just in the ring. Those interested in playing with precious metal without holding it under the mattress can consider:
Ishares Gold Trust Iau: Cheap and popular with good liquidity, perfect for long -term investors who prefer reimbursements on the lean side (the cost ratio is 0.25%).
SPDR Gold Minishares To trust Gldm: It is just like the less expensive cousin of Gld and it has a smaller cost ratio (0.1%).
Goldman Sachs Physical Gold ETF Aau: Supported by the influence of physical gold and Goldman, it applies to newer Golden Bugs.
The golden fuel
Apart from Hedgefondsmania, there is a macro spier that sends the Golden Rally. Central banks have bought more than 1,000 tons of gold per year since the Russian invasion of Ukraine in 2022, twice the amount of the previous decade, according to a Reuters report from April.
Why? Central banks diversify from the dollars and cover themselves against geopolitric risk and Trump-fiscal pyrotechnics.
Dalio places it best: debts, money and the economy are just one of the five epic forces that make the world again. The others – domestic political tribes, foreign geopolitical conflicts, natural acts and technological innovation – all light up red or amber. Gold is not just a safety net in such a scenario. It is a statement.
So whether you are a hedge fund Titan, a cautious retail investor or someone who just likes a bit of shine in their portfolio, the message is clear: in an era of debts and disruption, gold does not quickly come out of fashion.
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