What's next for the record-setting gold price and rocketing ASX gold stocks?

Can the record-setting gold price keep racing higher into 2026? Let's find out.

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A woman in a business suit sits at her desk with gold bars in each hand while she kisses one bar with her eyes closed. Her desk has another three gold bars stacked in front of her. symbolising the rising Northern Star share price

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If it seems like you're reading about a new all-time high gold price on an almost daily basis, that's because the stars have aligned for the yellow metal's remarkable bull run.

On Tuesday, bullion notched a new record high of US$3,766.59 (AU$5,688) per ounce.

At time of writing, the gold price remains within a whisker of that record high, at US$3,752.73 per ounce. That sees the price up 43.0% in 2025.

Josh Gilbert, market analyst at eToro, noted this makes gold "one of the best-performing assets in 2025, enjoying its best year in 15 years".

Commenting on the multiple tailwinds driving a surge in global gold demand, Gilbert added:

This performance builds on the 27% gain we saw in 2024, underpinned by rising investor allocations, uncertainty becoming the new normal, and consistent central bank buying.

In today's world of inflation worries, tariffs and geopolitical conflicts all creating uncertainty, gold as a portfolio stabiliser continues to prove its worth.

ASX gold stocks making hay on surging profits

As you'd expect, the rocketing gold price has been a boon for most ASX gold stocks and their investors.

How much of a boon?

Well, with most gold miners reporting surging revenue and profits, the S&P/ASX All Ordinaries Gold Index (ASX: XGD) is up a jaw-dropping 81.9% year to date.

As for some of the biggest S&P/ASX 200 Index (ASX: XJO) gold stocks in 2025, Northern Star Resources Ltd (ASX: NST) shares are up 47.9%, Newmont Corp (ASX: NEM) shares are up 110.1%, Evolution Mining Ltd (ASX: EVN) shares are up 109.8%, and Genesis Minerals Ltd (ASX: GMD) shares have surged 125.8%.

Boom!

Of course, those gains have all come and gone now.

Which brings us back to our headline question. What's next for the record-setting gold price?

Can the gold price keep breaking new record highs?

eToro's Gilbert maintains a bullish outlook for the gold price moving forward.

According to Gilbert:

The fundamentals point to further upside, supported by further rate cuts from the Fed, a weaker US dollar, and resilient investment demand. With gold already outpacing major equity indices and with central bank buying adding to the momentum, the precious metal is set to remain a key focus for investors as uncertainty remains.

Commonwealth Bank of Australia (ASX: CBA) commodities strategist Vivek Dhar noted that the yellow metal has been outperforming other classic haven assets, including the greenback and US Treasuries (quoted by The Australian Financial Review).

"The re-ordering of safe-haven demand assets means that gold likely benefits more from risk events today than it did prior to 2025," Dhar said.

In what would be welcome news for ASX gold stocks, CBA forecasts that the gold price could reach US$4,000 by the end of 2025.

Stay tuned!

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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