The trading book rules will apply in the EU from 2027. Basel III is a reform package designed to strengthen solvency and liquidity in the banking sector. Gold has thus changed its status from the perspective of the supervisory authorities. Banks can now count their physical gold as core capital reserves at 100 percent of its market value. Previously, the precious metal was devalued by 50 percent as a Tier 3 investment. This should be an overdue recognition of what has actually been known for decades at least, namely that gold is money and therefore a serious strategic asset.
Central banks have already recognized this and investors should also bear this in mind. Around 30 percent of central banks are planning to increase their gold reserves over the next twelve months. No survey has ever shown such a high figure. Fiat currencies are being diligently printed worldwide. Gold, on the other hand, is a limited store of value that cannot simply be increased. According to another survey, almost a quarter of US adults consider gold to be the best long-term investment. And this is significantly more than in the previous year. More and more people are turning to gold, which has historically proven its worth in uncertain times.
Frank Holmes, a well-known businessman and investor, recently predicted that the price of gold could rise to USD 6,000 per ounce by the end of President Donald Trump's term of office. Furthermore, the potential of gold shares has not yet been fully exploited. Investors who are also looking for diversification should take a closer look at gold royalty companies such as Gold Royalty or OR-Royalties (former Osisko Gold Royalties). They generate regular income through royalty or streaming contracts. Mining is carried out by the mine operators, who also bear the majority of the mining risk.
Gold Royalty - https://www.commodity-tv.com/ondemand/companies/profil/gold-royalty-corp/ -, which focuses on North and South America, anticipates a further increase in income due to the rise in commodity prices.
OR Royalties - https://www.commodity-tv.com/ondemand/companies/profil/osisko-gold-royalties-ltd/ -, active in North America, has license agreements and holdings in the gold and copper sector. The company achieved record revenues in 2024. The dividend for the second quarter of 2025 was increased by 20% compared to the previous quarter.
Current corporate information and press releases from OR Royalties (- https://www.resource-capital.ch/en/companies/or-royalties-inc/ -) and Gold Royalty (- https://www.resource-capital.ch/en/companies/gold-royalty-corp/ -).
In accordance with §34 WpHG I would like to point out that partners, authors and employees may hold shares in the respective companies addressed and thus a possible conflict of interest exists. No guarantee for the translation into English. Only the German version of this news is valid.
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