Gold
Gold fell 25 % since the US‑Iran war, briefly dropping to $3,975 an ounce on Monday 26 Oct 2026, before climbing to roughly $4,020. ETF inflows surged; gold‑ETF holdings rose to nearly 102 million troy ounces, the highest since mid‑2022, and attracted a record $31 billion in the third quarter. The $4,000 level is a key test; the Federal Reserve’s 28 Oct decision and Thursday’s inflation data could determine whether the price stabilizes or falls further. Buy‑side demand remains strong—global ETF inflows reached $31 billion—while the largest U.S. gold fund GLD lost $2.3 billion over five days, though smaller ETFs continued to attract capital. Robinhood offers contracts on gold Federal Reserve influences Gold Gold is impacted by DXY Gold is impacted by US-10Y TradingView provided the Gold price of about $4,036 an ounce on 2026‑10‑28 Bitcoin’s projected 2036 value depends largely on capturing a quarter of the store‑of‑value market that currently belongs to Gold. On September 11 2026 Bitcoin’s 90‑day correlation with Gold reached a record 0.58. Bitcoin is projected to occupy 25 % of the store‑of‑value market currently dominated by Gold. Gold is priced in the US Dollar Tether's reserves include gold. Gold (XAU) was influenced by the hawkish Fed bets that explain its slide. Gold (XAU) price performance data was sourced from TradingView. Suki Cooper warned that gold must hold support at $3,886. Yuxuan Tang sees further downside risk for gold. US Treasury Sanctions create a wildly bullish long‑term case for Gold, explaining its short‑term weakness since 2026‑02‑28 Doomberg explains Gold’s short‑term weakness since 2026‑02‑28· Entity summary generated by Graphiti
Relation timeline
BY VALID-FROM DATE- GoldINFLUENCED BYFederal Reserve
Gold (XAU) was influenced by the hawkish Fed bets that explain its slide.
- Yuxuan TangSEES DOWNSIDE RISKGold
Yuxuan Tang sees further downside risk for gold.
- Suki CooperWARNEDGold
Suki Cooper warned that gold must hold support at $3,886.
- GoldSOURCED FROMTrading View
Gold (XAU) price performance data was sourced from TradingView.
- TetherHAS ASSETGold
Tether's reserves include gold.
- GoldIS PRICED INU.S. dollar
Gold is priced in the US Dollar
- U.S. TreasuryCREATES BULLISH CASE FORGold
US Treasury Sanctions create a wildly bullish long‑term case for Gold, explaining its short‑term weakness since 2026‑02‑28
- DoombergEXPLAINSGold
Doomberg explains Gold’s short‑term weakness since 2026‑02‑28
- Trading ViewPROVIDES PRICE DATA FORGold
TradingView provided the Gold price of about $4,036 an ounce on 2026‑10‑28
- BitcoinHAS SHARE OF STORE OF VALUE WITHGold
Bitcoin is projected to occupy 25 % of the store‑of‑value market currently dominated by Gold.
- BitcoinDEPENDS ONGold
Bitcoin’s projected 2036 value depends largely on capturing a quarter of the store‑of‑value market that currently belongs to Gold.
- RobinhoodOFFERS CONTRACTS ONGold
Robinhood offers contracts on gold
- GoldIMPACTED BYUS 10-year Treasury yield
Gold is impacted by US-10Y
- Federal ReserveINFLUENCESGold
Federal Reserve influences Gold
- GoldIMPACTED BYDXY
Gold is impacted by DXY
- Commodity Futures Trading CommissionREPORTED BULLISH POSITIONS REDUCTIONGold
Commodity Futures Trading Commission reported a net 104,206 bullish gold futures contracts on October 20
- BloombergTRACKED GOLD ETF INFLOWSGold
Bloomberg tracks physical‑gold‑backed ETFs and recorded 14 consecutive weeks of inflows
- StoneX strategist Bob HaberkornEXPECTSGold
StoneX strategist Bob Haberkorn expects gold to hang around the $4,000 level into the Fed announcement
- $GLDLOST GOLDGold
The largest US gold fund, $GLD, lost $2.3 billion over five days
- BoldETFREPORTS GOLDGold
BoldETF reported that global ETF holdings fell approximately 6.8 tonnes during the week of October 19
- World Gold CouncilREPORTED RECORD GOLD ETF HOLDINGSGold
World Gold Council reported that gold ETFs attracted a record $31 billion in the third quarter and increased holdings by 67 tonnes in September
- GoldLOST VALUE SINCEUS‑Iran war
Gold lost nearly one quarter of its value since the US‑Iran war began
- Jim CramerPREFERSGold
Jim Cramer preferred gold over Bitcoin as a portfolio hedge
- GoldALSO SLIPPED WITHSilver
Gold also slipped below $4,000 at the same time Silver had its weakest finish of 2026
- RobinhoodHAS FASTEST GROWTH FORGold
Robinhood has identified gold price contracts as among its fastest‑growing prediction markets products.
- BitcoinHAS HIGHER VOLATILITY THANGold
Bitcoin cryptocurrency’s 90‑day realized volatility (~38%) is higher than that of Gold commodity (~23.5%)
- Justin LinOPINION ONGold
Justin Lin said the fall looks like a liquidity-driven selloff
- Benjamin CowenOPINION ONGold
Benjamin Cowen said he sees a V‑shaped rebound for gold
- Chasing El Dorado: gold under shifting geopolitical and financial conditionsESTIMATED LEVEL FORGold
Bank of America flagged a possible $3,750 low for gold
- Morgan StanleyIDENTIFIED FLOOR FORGold
Morgan Stanley identified $4,000 as a floor for gold
- Bull TheoryREPORTSGold
Bull Theory tweeted that gold fell below $4,000
- GoldDECREASED ALONG WITHS&P 500
Gold price fell along with the S&P 500
- BeInCryptoPUBLISHEDGold
BeInCrypto published an article on gold price
- GoldDECREASED ALONG WITHNasdaq Composite Index
Gold price fell along with the Nasdaq Composite
- Card LadderOUTPACEGold
Card Ladder’s Pokémon Index outpaced Gold
- GoldEXPECTED RETURN IN JPMorgan REPORTJPMorgan Asset Management
In the 2027 Long‑Term Capital Market Assumptions report, Gold has an expected compound return of 5.5% over 10 to 15 years
- BitcoinOUTPERFORMSGold
Bitcoin outperforms Gold, which has an expected return of 5.5% in the same report
- GoldPOSITIONED AT BOTTOM OF TABLE BYJPMorgan Asset Management
Gold was positioned at the bottom of JPMorgan’s ranking table for expected returns
- Sam CallahanEXPLAINSGold
Sam Callahan explains Gold in relation to Bitcoin and the dollar
- GoldSLIPPED INUnited States
Gold slipped almost 1% to just above $4,110 per ounce in U.S. markets.
Relations are facts Graphiti extracted from reports, not verbatim quotes. An end date means later reporting showed the relation no longer holds.
Events 9
- Gold Price Just Hit a Yearly Low. What Are Analysts Saying?1 cited report · 2026-10-31
- Fed Holds Rates but Quietly Rewrites One Line. Bitcoin and Gold React1 cited report · 2026-10-29
- A $3M Hedge, a Midterm Test and Retail's Rise: Prediction Markets at NEXTPredict1 cited report · 2026-10-28
- Gold Price Crashed 25%, But Investors are Still Buying1 cited report · 2026-10-27
- Cramer Beat the S&P At His Hedge Fund But Advises Retail to Join The Index1 cited report · 2026-10-26
- Silver Price Hits 2026 Low. Will It Crash Further?1 cited report · 2026-10-25
- Gold Falls Below $4,000 for the First Time Since July. What’s Next?1 cited report · 2026-10-23
- Live updates: Bitcoin cuts losses as stocks edge higher1 cited report · 2026-10-20
- Kraken’s opt-in European wallet can expose spot holdings to futures losses1 cited report · 2026-10-20
Source reports 23
- Gold Price Just Hit a Yearly Low. What Are Analysts Saying?BeInCrypto · 2026-10-31
- Tether Made $4.5 Billion in 2026, Yet Its Bitcoin Pile Now Outweighs USDT's Safety NetBeInCrypto · 2026-10-31
- Deutsche Bank's AI Dollar Warning Could Hit Bitcoin, Gold, and StocksBeInCrypto · 2026-10-31
- Doomberg: US Treasury Sanctions are “Wildly Bullish” for Bitcoin & GoldBitcoin Magazine · 2026-10-30
- Bitwise Projects $1.6 Million Bitcoin by 2036. Does Gold Hold the Key?BeInCrypto · 2026-10-29
- Fed Holds Rates but Quietly Rewrites One Line. Bitcoin and Gold ReactBeInCrypto · 2026-10-29
- A $3M Hedge, a Midterm Test and Retail's Rise: Prediction Markets at NEXTPredictDecrypt · 2026-10-28
- 2 Fed Debates Could Move Bitcoin and Gold Now That a Hold Is Priced InBeInCrypto · 2026-10-28
- Gold Price Crashed 25%, But Investors are Still BuyingBeInCrypto · 2026-10-27
- Cramer Beat the S&P At His Hedge Fund But Advises Retail to Join The IndexBeInCrypto · 2026-10-26
- Bitcoin and Gold Hit a Historic First in 2026. The Two “Safe Havens” Are Now the Worst AssetsBeInCrypto · 2026-10-26
- Silver Price Hits 2026 Low. Will It Crash Further?BeInCrypto · 2026-10-25
- Robinhood sees surge in bitcoin, gold prediction markets as traders move beyond sportsCoinDesk · 2026-10-23
- Bitcoin's price is as jumpy as Nvidia's and eight times more turbulent than the euroCoinDesk · 2026-10-23
- Gold Falls Below $4,000 for the First Time Since July. What’s Next?BeInCrypto · 2026-10-23
- Pokémon Cards Could Soon Overtake NVIDIA as the World’s Best-Performing AssetBeInCrypto · 2026-10-21
- Morning Minute: Bitcoin Tops JPMorgan’s Ten-Year Forecast for All AssetsDecrypt · 2026-10-21
- Sam Callahan: Bitcoin Doesn’t Need Rate Cuts to SucceedBitcoin Magazine · 2026-10-20
- Live updates: Bitcoin cuts losses as stocks edge higherCoinDesk · 2026-10-20
- Kraken’s opt-in European wallet can expose spot holdings to futures lossesCryptoSlate · 2026-10-20
- Bitcoin, copper, stocks, yields all fall; gold risesCoinDesk · 2026-10-15
- Crypto Long & Short: Why gold and bitcoin belong in the same portfolioCoinDesk · 2026-10-14
- US Inflation Hits 3.7%, Sinking Bitcoin and Gold: Will the Fed Hike in October?BeInCrypto · 2026-10-14