Stock Markets January 26, 2026

Spot Gold Climbs Past $5,100 on Safe-Haven Demand as Global Tensions Rise

Precious metals rally continues into 2026 as investors shift into bullion and ETFs amid conflicts and sanctions

By Hana Yamamoto
Spot Gold Climbs Past $5,100 on Safe-Haven Demand as Global Tensions Rise

Spot gold advanced above $5,100 per ounce on Monday, marking a record level as investors sought refuge amid rising geopolitical tensions. The metal has risen 18% year-to-date in 2026, extending a multi-year upswing driven by global uncertainties and inflation worries. Silver also reached a record, while trading volumes and inflows into gold-backed funds and physical bullion purchases were strong.

Key Points

  • Spot gold surpassed $5,100 per ounce on Monday, continuing a multi-year rally and rising 18% year-to-date in 2026.
  • Spot silver reached a record high of $112.18 per ounce, reflecting broader gains across precious metals.
  • Institutional demand was strong, with substantial inflows into gold-backed ETFs and increased purchases of physical bullion, boosting trading volumes.

Spot gold climbed past the $5,100-per-ounce mark during Monday trading, reaching an unprecedented level as market participants moved toward traditional safe-haven assets. The move continues the precious metals rally that has seen gold appreciate 18% since the start of 2026, extending an already multi-year uptrend.

Market observers linked the advance to heightened geopolitical tensions and to economic sanctions that have interrupted conventional investment routes. Those factors, together with lingering worries about inflation, were cited as contributing to gold's attractiveness as a store of value in a period of elevated uncertainty.

Silver also participated in the broader metals upswing, with spot silver peaking at a record $112.18 per ounce during the same session. Both metals benefited from increased demand as institutional players and other investors sought exposure to bullion.

Trading activity remained elevated across the session. Data noted substantial inflows into gold-backed exchange-traded funds and a rise in purchases of physical bullion, consistent with institutions increasing their allocations to precious metals. The combination of record prices and robust trading volumes underlined the strong investor interest during the move.

Observers emphasized that the rally was occurring amid persistent global uncertainties, with multiple regional conflicts and the use of economic sanctions cited as reasons for dislocations in traditional investment channels. Those conditions were presented as factors that have amplified demand for safe-haven assets without attributing the price move to any single cause beyond the conditions described.

The advance in gold and silver prices represents a continuation of established trends in the precious metals market, supported in the reporting period by both asset flows into ETFs and by direct bullion purchases. The market narrative points to elevated risk sentiment and inflation concerns as key components of investor motivation, aligned with the observable shifts in trading volumes and fund flows during Monday's session.

Risks

  • Ongoing geopolitical conflicts - these have driven safe-haven demand and affected investment channels.
  • Economic sanctions - disruptions to traditional investment routes have contributed to shifts in asset flows.
  • Persistent inflation concerns - inflation-related uncertainty has supported demand for precious metals as a store of value.

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