Geopolitics Alpha

Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights

Published . Updated .

Key takeaways

  • Central banks continued to accumulate gold in September, reporting 61t of net purchases, the highest monthly total of 2026 so far.
  • Exposed: AEM, WPM, GOLD, GLD, GDX
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights

Central banks continued to accumulate gold in September, reporting 61t of net purchases, the highest monthly total of 2026 so far. Poland and China led the buying, and Uzbekistan, Kazakhstan, Jordan, the Czech Republic and Bolivia were also among the net buyers. Post by Marissa

Directly affected

  • No company is named in this report.

Indirectly affected

  • GLD SPDR Gold Shares-3.1% 30d

    SPDR Gold Shares: it follows gold or gold miners. Linked by “gold” (gold) in this story.

  • GDX VanEck Gold Miners ETF-10.4% 30d

    VanEck Gold Miners ETF: it follows gold or gold miners. Linked by “gold” (gold) in this story.

  • EEM iShares MSCI Emerging Markets ETF+0.0% 30d

    iShares MSCI Emerging Markets ETF holds stocks listed in emerging markets, which this story is about (“kazakhstan”).

  • FXI iShares China Large-Cap ETF-5.1% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • CEW WisdomTree Emerging Currency Strategy Fund

    WisdomTree Emerging Currency Strategy Fund holds emerging-market currencies, which move on news like this from emerging markets.

  • EMB iShares J.P. Morgan USD Emerging Markets Bond ETF-1.9% 9d

    iShares J.P. Morgan USD Emerging Markets Bond ETF holds emerging-market government bonds, which react to inflation and interest-rate news like this one in emerging markets

  • EMLC VanEck J.P. Morgan EM Local Currency Bond ETF-2.9% 30d

    VanEck J.P. Morgan EM Local Currency Bond ETF holds emerging-market bonds in local currencies, which move with rate and currency news like this from emerging markets.

  • NEM Newmont-13.0% 30d

    Newmont (gold and silver ores): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
GLD+3.96%-0.97%baseafter closeafter closeafter closeafter close
GDX+8.14%-0.70%baseafter closeafter closeafter closeafter close
EEM+3.96%-0.13%baseafter closeafter closeafter closeafter close
FXI-2.21%-0.21%baseafter closeafter closeafter closeafter close
CEW+0.00%+0.00%baseafter closeafter closeafter closeafter close
EMB+0.26%+0.57%baseafter closeafter closeafter closeafter close
EMLC+0.63%+0.43%baseafter closeafter closeafter closeafter close
NEM+6.01%-0.81%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights World Gold Council

Source: World Gold Council

Price since this story was published: Agnico Eagle Mines (AEM)

CompanyWhenMoveStatus
CEWthree days earlier0.00%final price
CEWfive days earlier0.00%final price
EEMthree days earlier-0.13%final price
EEMfive days earlier+3.96%final price
EMBthree days earlier+0.57%final price
EMBfive days earlier+0.26%final price
EMLCthree days earlier+0.43%final price
EMLCfive days earlier+0.63%final price
FXIthree days earlier-0.21%final price
FXIfive days earlier-2.21%final price
Vaneck Etf Trust (GDX)three days earlier-0.70%final price
Vaneck Etf Trust (GDX)five days earlier+8.14%final price
Spdr Gold Trust (GLD)three days earlier-0.97%final price
Spdr Gold Trust (GLD)five days earlier+3.96%final price
Newmont (NEM)three days earlier-0.81%final price
Newmont (NEM)five days earlier+6.01%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Agnico Eagle Mines (AEM)

Companies mentioned with this story

  • AEM Agnico Eagle Mines

    Agnico Eagle Mines (AEM) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights.” Reason on file: Agnico Eagle Mines (gold and silver ores): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story

  • WPM Wheaton Precious Metals

    In “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights,” Wheaton Precious Metals (WPM) is linked, with no stored direction, medium confidence. Reason on file: Wheaton Precious Metals (gold and silver ores): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story

  • GOLD Gold.com

    For “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights,” Gold.com (GOLD) is linked, with no stored direction, medium confidence. Reason on file: Gold.com (jewelry, watches, precious stones and metals): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story

  • GLD Spdr Gold Trust

    Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights.” Reason on file: SPDR Gold Shares: it follows gold or gold miners. Linked by “gold” (gold) in this story

  • GDX Vaneck Etf Trust

    In “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights,” Vaneck Etf Trust (GDX) is linked, with no stored direction, medium confidence. Reason on file: VanEck Gold Miners ETF: it follows gold or gold miners. Linked by “gold” (gold) in this story

  • NEM Newmont

    For “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights,” Newmont (NEM) is linked, with no stored direction, medium confidence. Reason on file: Newmont (gold and silver ores): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story

Agnico Eagle Mines (AEM)

On 4 Nov 2026, “Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights” is the story that connects Agnico Eagle Mines (AEM) to this story.

Agnico Eagle Mines (AEM) is on the page because Agnico Eagle Mines (gold and silver ores): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story

Wheaton Precious Metals (WPM) is here too. Its reason reads: Wheaton Precious Metals (gold and silver ores): gold miners' profits move with the gold price. Linked by “gold” (gold) in this story

Dates and price levels for Agnico Eagle Mines (AEM)

AEM traded between 169.92 and 192.31 across 20 sessions. The latest close on file is 180.69. GOLD traded between 39.74 and 45.37 across 16 sessions. The latest close on file is 39.76. WPM traded between 113.85 and 139.71 across 20 sessions. The latest close on file is 119.18.

How strong the case is around Agnico Eagle Mines (AEM)

46 out of 100

“Central Bank Gold Statistics: September 2026 | Post by Marissa Salim | Insights” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.