GSC Analysts Raise Gold Price Target To $5,000

At the start of the year, analysts at The Gold & Silver Club boldly declared that 2025 would be remembered as “The Year of Gold.”

Nine months on, the evidence is overwhelming. Gold isn’t just having a great year. But in fact, the world’s favourite precious metal is on track for one of its strongest performances since 1979, when the metal last staged a historic parabolic run.

Record-Breaking Momentum

Gold’s rally has been relentless. Having chalked up 39 new all-time highs in 2024 – matching the frenzy of the Global Financial Crisis peak in 2011 – the yellow metal has extended its streak into 2025. In just 21 months, Gold has notched an extraordinary 76 new all-time record highs. That’s the equivalent of four fresh record highs every single month without fail for nearly two years.

This unbroken surge underscores one fact: the bull market is only gathering strength.

Why $5,000 Is No Longer Extreme

In response to Gold’s performance, The Gold & Silver Club has officially raised its price target to $5,000 an ounce – describing it as a “conservative base case” within the current cycle.

The bullish thesis rests on powerful drivers: record central bank accumulation, structural supply deficits and surging investor flows into ETFs and futures. As GSC analysts note:

“We are witnessing the early stages of Commodities Supercycle 2.0 – and Gold is the flagship trade. A breakout toward $5,000 should no longer be viewed as an extreme scenario, but as the expected outcome.”

History supports the call. Between 1976 and 1980, Gold prices quadrupled. With the current macroeconomic backdrop, similar magnitudes of return are firmly in play.

Fed Has Room for Three More Cuts

Adding fuel to the fire, the OECD’s latest outlook suggests the Federal Reserve has scope for at least three further rate cuts as the U.S economy slows under the weight of Trump’s Trade Tariffs.

The OECD projects U.S policy rates will fall to 3.25%–3.5% by spring 2026, with growth cooling to 1.8% in 2025 and slipping further to 1.5% in 2026. Lower rates weaken the dollar, erode bond appeal and turbo-charge demand for safe havens – the exact backdrop where Gold historically delivers its most explosive upside.

Institutional Flows Accelerating

Institutional money is already moving. ETF inflows are expanding at the fastest pace in more than three years. Central banks remain aggressive net buyers. Futures positioning shows traders are bracing for Gold not only to smash through $4,000 an ounce, but to rocket higher in the months ahead.

As GSC analysts wrote in a recent note:

“Once $4,000 breaks, momentum alone could drive Gold rapidly higher. The $5,000 milestone is not a question of ‘if’ but ‘when’.”

A Generational Wealth Transfer

Wall Street consensus is building: Q4 2025 will be remembered as the quarter Gold broke into uncharted territory. For traders, the opportunity is asymmetric, generational and unfolding in real time.

Gold at $5,000 is no longer a bold prediction – it is a high-conviction call. The only question is whether you will seize it before the breakout leaves you behind?