The Great Gold Migration: Why Gold Is Flooding Back to the U.S. – And What It Means for You
Gold Is on the Move—But Why?
Gold isn't just setting record prices—it’s physically shifting across the globe. Massive quantities are being withdrawn from London, a traditional hub for gold storage, and redirected to the United States. This isn't some minor logistical shuffle. This is a deliberate, large-scale movement of wealth.
Josh Phair, CEO of Scottsdale Mint, believes this is about more than just supply and demand—there’s a strategic shift happening. In a recent interview, he laid out the key reasons behind the movement:
- Fear of new tariffs under Trump 2.0 – Investors and institutions are rushing to move their gold into the U.S. before potential trade barriers disrupt the market.
- A tightening supply of physical gold – With major banks scrambling to secure their holdings, London’s gold market is under pressure.
- A possible gold audit of U.S. reserves – Could Washington be gearing up to reintroduce gold-backed monetary policies? Some high-level insiders think so.
If you're paying attention, this is a flashing red signal. When the financial elites start hoarding gold, they know something big is coming.
Why Banks Are Desperate to Keep Gold Inside U.S. Borders
Gold inventories at COMEX in New York have jumped nearly 75% since the U.S. election. Banks are making sure they have their metals inside U.S. jurisdiction—likely to avoid risks of overseas confiscation, new regulations, or supply chain disruptions.
Meanwhile, London's gold market is struggling to keep up. Wait times for withdrawals at the Bank of England have skyrocketed, as more institutions demand their gold be shipped out. Some are whispering about an "unseen hand" pulling strings behind the scenes.
Phair speculates that a gold audit of U.S. reserves could be coming. And if that happens, Washington may want as much metal as possible on U.S. soil before pulling back the curtain. Could this be preparation for a move toward sound money? Treasury Secretary Scott Bessent has hinted at gold playing a bigger role in policy—something that should make every investor sit up and take notice.
BRICS and the Global Gold War
While gold rushes into the U.S., the BRICS nations (Brazil, Russia, India, China, and South Africa) are buying up gold at record levels. This isn't random—this is a full-scale shift away from the U.S. dollar.
The question is: Is the U.S. stockpiling gold to keep its dominance in check?
Phair believes the answer is yes. While Washington spent the last decade obsessed with Bitcoin and digital assets, BRICS nations quietly cornered the gold market. Now, the U.S. is playing catch-up.
But here's the kicker—retail investors haven't caught on yet. People are too distracted by inflation, high gas prices, and the latest nonsense from Wall Street. But as soon as the average American realizes what's happening, expect a gold-buying frenzy unlike anything we've seen before.
Gold Lease Rates Are Flashing a Warning Sign
One of the biggest red flags in the market right now? Gold lease rates have skyrocketed.
In simple terms, banks usually lease out their gold, making it available for others to borrow for short-term use. But right now? They want to keep every ounce for themselves.
Why? Because they know what's coming.
Phair believes this is a sign of a tightening market, with physical gold becoming harder and harder to get. And if you think the gold price is high now, wait until supply completely dries up.
Could Tariffs on Gold Be Next?
There’s growing speculation that the next administration—especially if Trump returns—could slap tariffs on imported gold. While some argue gold should be exempt since it's a monetary metal, banks are already acting like tariffs are a real possibility.
This would make gold even more expensive for investors who wait too long to buy.
At the same time, U.S. states are making moves to bring gold into their financial systems. More than a dozen statesare considering bills that would allow them to hold gold as a reserve asset. This could signal a massive shift toward using gold as real money again.
Silver: The Sleeper Investment No One Sees Coming
While gold gets all the headlines, silver may be the real opportunity of the decade.
Phair points out that silver has two major tailwinds:
- Soaring industrial demand – Silver is critical for green energy, technology, and manufacturing, and supply is running thin.
- A growing deficit – The world is using more silver than it's producing. That’s a recipe for a price explosion.
Even central banks are starting to take notice. Russia's 2025 draft budget included silver as a reserve asset—a major signal that governments may start stockpiling silver just like they’ve done with gold.
If gold becomes too expensive or scarce, expect silver to step in as the next best store of wealth.
What This Means for You
Let’s cut through the noise. The world's biggest financial players are hoarding gold, moving it inside U.S. borders, and bracing for a monetary shift that could shake the global economy.
If you don’t own physical gold and silver yet, what are you waiting for? This isn't about chasing a short-term trade—this is about protecting your wealth from a financial system that’s being rewritten in real time.
The warning signs are flashing. Gold is moving, central banks are stockpiling, and governments are laying the groundwork for a new economic order. The time to act is now.
Take Action Before It’s Too Late!
If you want to survive and thrive in the coming financial upheaval, you need to get informed. Download Bill Brocius' FREE eBook, "Seven Steps to Protect Yourself from Bank Failure," and learn how to safeguard your assets.
And don’t forget to subscribe to Dedollarize News for real, unfiltered updates on gold, silver, and the future of money.
The system is shifting. Don’t be caught unprepared.
