Zacks Equity Research
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Chicago, IL – July 22, 2025 – Today, Zacks Investment Ideas feature highlights SPDR Gold Shares ETF GLD, Agnico Eagle Mines AEM, Kinross Gold KGC, AngloGold Ashanti PLC AU and Aris Mining Corp. ARMN.
Gold continues to shine in 2025, outperforming the S&P 500 over the past 1-year, 3-year, and year-to-date periods. Amid dramatic geopolitical shifts, rising global uncertainty, and persistent concerns over fiat currency stability, demand for gold remains strong, and there’s little reason to expect that trend to reverse anytime soon.
Invest in Gold
From a technical standpoint, an especially compelling setup is forming in the gold market, with price action coiling just beneath key resistance levels. Gold prices are rallying aggressively today and appear as if they are about to break out from this technical pattern.
Not surprisingly, several top gold mining stocks are also performing extremely well. While some investors may choose to gain exposure through the SPDR Gold Shares ETF, individual miners like Agnico Eagle Mines, Kinross Gold, AngloGold Ashanti PLC and Aris Mining Corp. offer even greater upside. All four stocks carry a Zacks Rank #1 (Strong Buy) rating, signaling strong earnings revisions, and each displays impressive price momentum and relative strength.
In the sections below, we’ll explore the current technical setup in gold, break down why this rally has staying power, and highlight the top-ranked stocks best positioned to benefit.
Gold has been one of the most resilient assets in recent years, and it may now be setting up for another major move higher. The drivers of gold’s ascent have been both structural and cyclical, most notably, a surge in central bank demand as BRICS nations and other emerging markets seek to diversify away from US dollar-denominated assets. This de-dollarization trend has led to record levels of gold accumulation by sovereign entities.
Layered on top of that is rising macro and geopolitical uncertainty. The return of Donald Trump to the political spotlight has injected renewed volatility into the policy outlook, particularly around trade, global alliances, and the Federal Reserve. Meanwhile, inflation remains somewhat unpredictable. In that context, gold has remained firmly bid as a hedge against policy missteps and monetary disorder.
Geopolitical catalysts continue to add fuel to the fire including the Russia–Ukraine war, tensions between the US and China, especially over Taiwan and semiconductor supply chains. And instability in the Middle East continues to flare unpredictably
