Central Banks Shifting Focus

“Gold is the only financial asset that isn’t someone else’s liability.” — James Rickards

5/7/20252 min read

Record Global Gold Transactions Are Sending a Message

Gold is having a moment—but not one you’ll see in the headlines.

Behind closed doors, central banks around the world are buying gold at record levels. In 2022, 2023, and 2024, they made the largest net purchases in over 50 years, and 2025 is already shaping up to follow suit.

Why? Because they see the writing on the wall:

  • Global debt is exploding

  • Geopolitical tensions are escalating

  • Fiat currencies are being printed at historic rates

  • Confidence in the U.S. dollar as the global reserve is eroding

Even more revealing is the surge in physical gold deliveries—not just futures contracts or ETFs. Sovereigns and institutions aren’t settling for paper claims. They want the metal itself.

So here’s the question:

If the world’s most powerful monetary players are stacking gold and offloading treasuries…what should individuals be doing?

This isn’t fear-mongering—it’s a strategic shift that deserves your attention.

Why Gold? Why Now?

I've said it before...Gold isn’t about chasing returns—it’s about preserving purchasing power.

  • It doesn’t pay a yield, it protects against monetary dilution

  • It’s not a growth asset, it’s an insurance policy against paper erosion

  • It’s not the only hedge—but it’s one the largest institutions clearly value at the moment

So why isn’t this making the news? That’s a question worth asking.

At Iron Valley Investments, We Help You:
  • Understand the strategic role of gold in a modern portfolio

  • Hedge against the risks of currency debasement and de-dollarization

  • Diversify into real assets, not just financial ones

Gold isn’t about panic. It’s about preparation. And when central banks prepare, smart investors should pay attention.

This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Iron Valley Investments is a registered investment adviser in the State of Pennsylvania. Registration does not imply a certain level of skill or training. A copy of Iron Valley Investments current written disclosure statement discussing Iron Valley Investments business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Iron Valley Investments upon written request.