Gold Soars as 'Trump Trade' of 2025: What Investors Should Know

With President Donald Trump's trade war rhetoric reaching new heights, gold has emerged as the go-to asset for savvy investors.

Its 7% surge since his inauguration and recent record highs make it the ultimate "Trump trade" of 2025. But for U.S. investors, this golden rally presents a unique opportunity to profit, not just from the metal itself but from a selection of stocks and ETFs poised to benefit.

Gold's Bullish Surge: Why It's Happening

Gold's rally isn't just fueled by political uncertainty. Trump's aggressive tariff policies are creating inflationary pressures, and as global growth slows, gold acts as a safe-haven.

Central banks and traders are shifting their focus to the yellow metal, further driving up its value.

Analysts are now targeting $3,000 per ounce, with UBS and Citigroup revising their forecasts upward, reported Financial Times.

Read Also: Gold Could Reach $3,500 As Demand Rises On ‘Increased Policy Tensions,’ Says Bank of America

Top Gold ETFs To Consider

For those looking to capitalize on gold's rally without holding the physical asset, ETFs offer a convenient route:

• SPDR Gold Shares GLD: The largest gold ETF in the world, GLD tracks the price of gold bullion and is a reliable option for investors looking to ride the surge.
• iShares Gold Trust IAU: Another solid choice, IAU provides a lower-cost way to gain exposure to gold's movements.
• VanEck Vectors Gold Miners ETF GDX: GDX targets gold mining companies, which are expected to see growth as gold prices rise.

Gold Stocks Set To Benefit From Trump Trade

For those willing to venture into individual stocks, gold mining companies offer an even more leveraged play on the precious metal's climb:

• Barrick Gold GOLD: The world's second-largest gold miner, Barrick is benefiting from the surge in gold prices, with strong earnings expected to follow.
• Newmont Corporation NEM: As the largest gold producer in the U.S., Newmont stands to profit from the rising price of gold and growing demand for safe-haven assets.
• Kinross Gold KGC: Another player to watch, Kinross has seen its stock price benefit from higher gold prices, making it a solid addition to the gold-investment portfolio.

Read Also: Kinross Gold Delivers Record-Breaking 2024, Reaffirms Stable Production Output

Takeaway For U.S. Investors

Gold's status as the ultimate hedge against trade tensions and inflation means U.S. investors should be taking a closer look at gold stocks and ETFs.

With gold prices expected to continue rising, these assets offer an opportunity to capitalize on what looks to be a long-term trend.

Read Next:

• Barrick Gold Shares Gain After Q4 Earnings And New $1 Billion Buyback Program

Image: Shutterstock