Gold falls 26% from January peak, silver deficit persists: How should mutual fund investors respond?

Gold has corrected 26% from its January peak, raising questions for ETF investors. Strong central-bank demand, stabilising ETF flows, and geopolitical and fiscal risks continue to support gold, while silver faces a supply deficit. Here’s what investors should know before adding exposure.

Oct 6, 2026 - 16:00
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Gold falls 26% from January peak, silver deficit persists: How should mutual fund investors respond?
Gold has corrected 26% from its January peak, raising questions for ETF investors. Strong central-bank demand, stabilising ETF flows, and geopolitical and fiscal risks continue to support gold, while silver faces a supply deficit. Here’s what investors should know before adding exposure.

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