Gold Keeps Exploding in 2025! Here’s Why…

Gold keeps doing what gold does best — making everyone doubt it until it breaks another all-time high. In this video, I’ll show you exactly why gold continues to rally in 2025, where the next institutional demand zones are forming on spot gold, futures, and GLD, and what I expect from the top gold miners. No indicators, no fundamentals, just pure supply and demand price action. Let’s get started. Stay tuned… and remember — in trading, patience pays, greed destroys.

Gold’s Role as a Safe Haven

When uncertainty dominates, human emotions drive traders straight to gold. Fear fuels demand, not logic. Gold isn’t just a safe haven — it’s a mirror of collective panic and greed. I don’t need to follow inflation reports or central-bank gossip; those narratives are already priced in. I simply wait for large-timeframe demand imbalances to form and then let price tell me the truth.

Whenever the world panics, institutions quietly build long positions deep inside these demand zones. That’s what’s been happening since late 2023 — a series of untouched monthly valleys that keep absorbing every dip.

Why Gold Keeps Breaking All-Time Highs in 2025

Gold’s breakout isn’t random or “news-driven.” It’s structural. Every new high forms right after fresh institutional buying footprints appear on the chart.

This is why I ignore fundamentals. By the time the financial media explains why gold is up, the institutions have already been long for months. My edge is patience — I wait for the price to return to high-quality zones where emotional sellers meet professional buyers.

What Analysts and Fundamental Traders Are Saying

Now, let’s step for a moment into the other camp — the analysts and fundamental traders — to understand why they think gold keeps breaking all-time highs in 2025.

Most of them attribute the surge to a mix of macroeconomic and structural forces:

• Rate-cut expectations: The Federal Reserve and other central banks are expected to cut rates again in late 2025. Lower interest rates mean lower real yields, which reduces the opportunity cost of holding gold — a key factor driving investor demand.
• Central bank accumulation: Global central banks continue buying gold aggressively, particularly China, Poland, and others, diversifying away from the U.S. dollar. This steady official-sector demand adds a long-term bid under prices.
• ETF inflows: After years of outflows, physically backed gold ETFs like GLD are seeing strong inflows in 2025. That means more investors are getting exposure to gold through funds rather than physical bars, amplifying upside momentum.
• Safe-haven demand: With ongoing geopolitical tensions, trade disputes, and concerns about U.S. fiscal policy, many investors are using gold as insurance against uncertainty. This defensive positioning keeps the dips shallow.
• Weakening U.S. Dollar and de-dollarisation trend: Some countries are reducing their reliance on the dollar for trade and reserves. Analysts call this “de-dollarization,” and it naturally boosts gold’s appeal as a neutral global asset.
• Limited mine supply: Even though production is stable, new mine development is slow and expensive. The supply side isn’t growing fast enough to meet rising demand — another reason analysts see prices continuing to rise.

In short, from a fundamental perspective, analysts view falling real yields, aggressive central bank buying, strong ETF inflows, and persistent geopolitical tension as the main drivers of gold’s rally. But as I always remind my students, all of that is already visible in price. Fundamentals tell you why something happened. Supply and demand imbalances tell you where it’s happening next.

Other Gold and Stocks Trading Strategies

Many traders chase breakouts or mix moving averages, MACD, RSI… All of that is lagging. By the time they get a signal, the move’s already 80% done. Some use volume profiles or trendline breakouts, but they probably trade where institutions are exiting. I don’t need a single indicator. I just read Price Action — candlestick by candlestick, imbalance by imbalance.

Trading is about probabilities and timing. When a strong imbalance aligns with the trend, I execute. No emotions. No predictions. Just mechanics.

Gold Futures (GC) and Gold Spot (XAUUSD) Analysis

Both spot gold and futures show continuous signs of accumulation. I can clearly see higher-timeframe demand zones forming one after another, creating a staircase pattern of new valleys.

Each new base confirms that buyers continue to step in at higher prices. That’s the footprint of institutional control and the reason price continues to expand upward without needing any external justification.

Gold ETF ($GLD)

GLD mirrors spot gold almost perfectly. The chart structure shows a series of ascending demand imbalances, with every retracement being absorbed by fresh institutional buying. Whenever GLD pauses, it builds new wholesale zones. When those zones hold, they act as launchpads for the next leg up. The bullish bias remains intact as long as those demand imbalances remain respected.

Top Gold Mining Stocks – Supply and Demand Outlook

Below are the seven mining stocks I’m tracking in 2025. I don’t care about earnings, news, or production updates — only the price action and the new imbalances created by professional buying and selling.

1. Newmont Corporation ($NEM)

The world’s largest gold producer, widely traded and highly liquid, with a global, multi-continent portfolio. Its scale and diversification make it a core name for institutions seeking gold exposure through equities.

Newmont has already reacted to the previous six-month demand imbalance. Now, new Monthly and Weekly demand zones are being created as price rallies higher. The sequence of valleys confirms that demand is taking control again, and the trend structure continues to build higher imbalances.

2. Barrick Gold ($GOLD)

Barrick Gold is one of the largest, most diversified gold producers worldwide, operating across multiple regions with tier-one assets. It’s a liquid bellwether for the sector and a frequent proxy for gold-equity flows.

There is a clear monthly demand imbalance at $22, which remains active. The strong departure from this zone shows that institutional buyers are still defending it. As long as this area holds, the bullish bias remains intact, and price action continues to confirm demand dominance.

3. Agnico Eagle Mines ($AEM)

Agnico Eagle Mines is a leading senior gold producer with a strong emphasis on stable, lower-cost jurisdictions such as Canada, Finland, and Mexico. That footprint, plus conservative development, keeps it highly liquid and well-followed.

A new monthly demand imbalance of around $125 has been created after a powerful rally. The strong move away from that base reflects professional accumulation. Each pullback has been quickly absorbed by buyers, confirming that demand is still in control.

4. Kinross Gold Corporation ($KGC)

Kinroos is a global producer with operations spanning North and South America and West Africa, offering diversified mine exposure and solid trading liquidity.

A new monthly demand imbalance at $16.52 has recently appeared. The strong bullish impulse that followed indicates that institutions have been active in that area. The broader trend remains up, supported by that clean demand structure.

5. AngloGold Ashanti ($AU)

AngloGold Ashanti is a major multi-continent gold producer with a broad portfolio and significant liquidity, often moving strongly when gold trends.

A new monthly demand imbalance near $62 has been formed. The vertical rally that followed shows clear institutional footprints. This imbalance now acts as the foundation of the ongoing bullish cycle, and demand remains the key driver.

6. Gold Fields Limited ($GFI)

Gold Fields Limited stock is a large, internationally diversified gold miner with operations across several countries. It is actively traded and a common institutional holding during sector rotations.

A strong monthly demand imbalance at $27 was established after a decisive bullish impulse. The price has since moved significantly away, confirming that buyers are in control. Every time price retraces, new, smaller-timeframe demand zones appear above the main one.

7. Franco-Nevada Corporation ($FNV)

Franco Nevada is not a traditional miner — it is a royalty/streaming company, giving investors leveraged exposure to gold production without direct operating risk. It’s one of the most liquid names in precious-metals equities.

A new monthly demand imbalance at $175 has been created after a clear impulsive move higher. Price is now consolidating above that zone, which means demand remains in full control and the bullish structure continues to develop naturally.

Gold’s 2025 strength is the natural outcome of institutional accumulation — nothing mystical. The charts show it on XAUUSD, GLD, and across the top miners, where new Monthly and Weekly demand imbalances have emerged. I don’t predict; I read price. Patience over noise — that’s how I trade and how I teach at Set & Forget.