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2026-09-24

Gold ETF Holdings Approach 2026 Highs Even as Real Yields Jump

Gold ETF Holdings Approach 2026 Highs Even as Real Yields Jump

Key points

Total known gold ETF holdings (ounces) vs the US 10-year real yield | Holdings near a 101M-ounce high as the 10-year real yield climbs to ~2.65%, with buyers undeterred

Image source: @chigrl