Gold shattered the $5,000 ceiling for the first time in history on Monday, hitting a record high of $5,093.15 per ounce as U.S. policy decisions sparked a global flight to safety.Crisis Of ConfidenceSpot gold rallied nearly 2% to trade around $5,069 during the publication of this story, fueled by what analysts are calling a “crisis of confidence” in Washington.Markets have been rattled by the Donald Trump administration's abrupt threats to impose heavy tariffs on European allies and Canada, alongside renewe ...

Group 1 - The SPDR Gold Trust, the world's largest gold ETF, reported a holding of 1,086.53 tons of gold as of January 22, an increase of 6.87 tons from the previous trading day [1] - As of January 23, the spot gold price closed at $4,986.45 per ounce, reflecting a daily increase of 1.05%, with an intraday high of $4,989.52 and a low of $4,899.65 [1] Group 2 - U.S. President Trump announced a 10% tariff on all goods exported from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland starting February 1, contingent upon negotiations for the "complete and total purchase of Greenland" [3] - If no agreement is reached by June 1 regarding the sale of Greenland, the tariff will increase to 25% [3] - Several European countries, including Sweden, the UK, and France, expressed their disapproval and commitment to defending European sovereignty [3] - On January 20, Japan experienced a significant sell-off of long-term government bonds, with 30-year and 40-year bond yields rising over 25 basis points in a single day, marking the first time in over 30 years that 40-year bond yields exceeded 4% [3] - U.S. Treasury yields for 10-year, 20-year, and 30-year bonds also increased by approximately 8 basis points [3] - The Danish pension fund AkademikerPension plans to "liquidate" its holdings in U.S. Treasuries, citing that the U.S. is "no longer a high-quality credit entity," with approximately $100 million in U.S. debt held until the end of 2025 [3]

截至2026年01月23日，全球最大的 黄金ETF SPDR Gold Trust持仓量为1086.53吨，较前一个交易日增加 6.87吨。 ...

截至2026年1月22日，全球最大的黄金ETF——SPDR Gold Trust持仓量为1079.66吨，较前一个交易日增 加2.00吨。 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...

截至1月22日，全球最大黄金ETF--SPDR Gold Trust持仓较上日增加2吨，当前持仓量为1079.66吨。 （文章来源：新华财经） ...

免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 截至1月21日，全球最大黄金ETF——SPDR Gold Trust持仓较上日减少4吨，当前持仓量为1077.66吨。 ...

Group 1 - Gold prices reached a new record as investors sought safe-haven assets following President Trump's tariff threats related to Greenland sales, with the EU responding by terminating a trade deal with the U.S. [1] - The SPDR Gold Trust (GLD) is experiencing unusual options activity, with 1.55 million calls and 397,000 puts traded, which is three times the typical volume for this time [2] - The most popular options contract is the weekly 1/30 455-strike call, indicating a bullish sentiment among traders [2] Group 2 - Options traders are showing a strong bullish lean, with a 50-day put/call volume ratio of 1.57, ranking higher than 98% of readings from the past year [3] - GLD's Schaeffer's Volatility Scorecard (SVS) is at 73 out of 100, suggesting it has exceeded traders' volatility expectations over the last 12 months [3] - Shares of GLD reached an all-time high of $448 and are on track for their sixth consecutive weekly gain, supported by the 20-day moving average [4] Group 3 - The ETF has a 12.5% lead for 2026, following a strong performance in 2025 with its third consecutive yearly win and the best yearly percentage gain on record [4]

中经记者 秦玉芳 广州报道 黄金价格再创历史新高。截至1月21日，伦敦现货金价开盘4764.5美元/盎司，盘中最高达4878美元/盎 司，日内涨幅超过2%；自1月19日以来3日内涨幅接近6%。 随着国际金价屡创新高，且持续高位震荡，近来黄金ETF资金配置分化趋势也愈加显现。一方面，国际 大型资金短期头寸调整，战术性获利了结态度显现。截至1月20日（周二），全球最大黄金上市交易基 金（ETF）SPDR Gold Trust黄金持仓量为1081.66吨，较前一交易日减少4.01吨。 张思远表示，这种分化意味着本轮金价上涨的驱动力已从传统投资需求转向央行购金等长期配置。ETF 资金流向与实物需求的"剪刀差"，反映出黄金市场投资结构正从"金融投机主导"转向"战略配置主导"。 在分析国内市场的特征时，张思远指出，国内投资者通过黄金ETF参与市场呈现三大新特征：一是规模 爆发式增长，华安黄金ETF规模突破千亿元，成为亚洲最大黄金ETF，反映配置需求常态化；二是高位 增持意愿强烈，即使国际金价突破4700美元，境内黄金ETF份额仍保持增长，与SPDR减仓形成反差； 三是散户与机构行为分化，散户通过低门槛ETF入场，机构则偏 ...

Core Viewpoint - A Danish pension fund, AkademikerPension, plans to sell all its U.S. Treasury securities by the end of January due to concerns over credit risk associated with U.S. fiscal and political developments [1][2]. Group 1: Fund's Decision and Rationale - AkademikerPension, managing $25 billion in assets, will dispose of its U.S. government debt holdings, citing unsustainable U.S. government finances as a long-term concern [2]. - The Chief Investment Officer, Anders Schelde, highlighted "rising credit risk" linked to Trump's policies and mentioned that the fund held approximately $100 million in U.S. Treasuries at the end of 2025 [3]. - The fund will shift its strategy to utilize cash in USD, short-dated agency debt, and similar instruments instead of U.S. Treasuries [4]. Group 2: Market Implications - Economist Mohamed El-Erian noted that a significant vulnerability for U.S. government bonds and the dollar is that many investors are already "overweight" on these assets, making headlines like this concerning [5]. - Precious metals, including gold and silver, are experiencing a rally as investors move capital away from U.S. Treasuries and dollar-denominated assets, with the SPDR Gold Trust seeing a 3.78% increase [6]. - The SPDR Gold Trust is performing well in momentum rankings, indicating a favorable price trend across various time frames [7].

Group 1 - The core point of the article is that as of January 20, the world's largest gold ETF, SPDR Gold Trust, has seen a decrease in holdings by 4.01 tons, bringing the current total holdings to 1081.66 tons [1]