When Should a Central Bank Sell Its Gold? One Just Did. Most Won’t.

Turkey sold gold under acute currency pressure this year, and it looks like evidence the central-bank buying spree is ending. The actual survey data, from OMFIF, the European Central Bank and the World Gold Council, says otherwise, and shows why.
Central Banks Hold 80% of Reserves in Gold. Sovereign Wealth Funds Hold Under 1%.

Central banks hold more than 80% of reserves in gold. Sovereign wealth funds hold under 1%. Here’s how every major institution actually allocates, and where you fit.
How Much Gold Should You Own at 25, 45, or 65?

How much gold should you own at 25, 45, or 65? The right allocation isn’t a fixed percentage. It moves with your time horizon, income needs, and volatility tolerance, and this decade-by-decade framework shows you how, using the same models Morgan Stanley and Bridgewater actually rely on.
Gold ETF Outflows Came From One Region. The Buying Came From Everywhere Else.

Gold ETF outflows in 2026 were not a market-wide verdict on gold. They came from one region. North America was the only region in net outflow across the first half, while Asia recorded its strongest first half on record. Here is what the regional split says about owning gold in paper form versus physical.
What Is the Permanent Portfolio? Harry Browne’s 25% Gold Allocation Explained

Most advisors cap gold at 5–15% of a portfolio. Harry Browne’s Permanent Portfolio puts it at a full 25%. This piece unpacks why he drew the line there, how the strategy held up in 2008, the 1970s, and 2022, and what the honest case against it looks like.
Two Investors Ran the Debt Math Separately. Both Landed on 15% Gold.

Ray Dalio’s August 21 post cited an $11 trillion debt-service figure behind his call to hold 10-15% of a portfolio in gold. Days later, gold-app CEO David McAlvany independently reached a strikingly similar conclusion — and neither man sizes bitcoin anywhere close to gold.
Who Really Owns the World’s Gold? The Answer May Surprise You.

Most people assume central banks, China, or Wall Street own the world’s gold. The real breakdown is stranger — and where Western investors sit in that picture should give every saver pause.
Gold Allocation Calculator: How Much Should Your Portfolio Actually Hold?

How much gold should your portfolio hold? The generic 5–10% guidance comes from 1980s research. Updated analysis puts the optimal range higher — and the right number for you depends on specific variables you can calculate.
How Central Banks Decide How Much Gold to Hold

The World Gold Council’s 2026 survey asked 76 central banks how they decide how much gold to hold. The answer comes down to three objectives: safety, liquidity, and return — in that order. Here’s what that framework looks like in practice, why a record 45% of central banks plan to increase their allocation this year, and why the same logic applies to individual investors.
Gold Portfolio Allocation: Why Wall Street Is Rewriting the 60/40

For forty years, the 60/40 portfolio was the default prescription for the serious investor. That model worked because stocks and bonds moved in opposite directions when markets got scared. That relationship is broken — and the institutions that built trillion-dollar businesses on it are now replacing bonds with gold.
