ASX 200 gold shares sold off on Friday after gold price breaks through US$4,000 per ounce

The ASX 200 materials sector led the market last week but the gold stock sell-off on Friday narrowed its gain.

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Key points

  • Materials Sector Leads amid Gold Price Surge: The ASX 200 materials sector led the 11 market sectors last week, primarily driven by a record gold price exceeding US$4,000 per ounce, though gold shares experienced a sell-off by week's end.
  • Gold Shares Volatility: Major ASX 200 gold mining shares, such as Northern Star Resources and Newmont Corporation CDI, experienced declines on Friday, contrasting with gains earlier in the week.
  • Mixed Performance in Other Mining Shares: While gold shares were volatile, other ASX 200 mining stocks like Mineral Resources and Sandfire Resources saw significant gains, contributing to mixed outcomes across the sector.

ASX 200 materials shares lead the market sectors last week, rising 0.88% primarily on the back of a new record gold price.

The gold price soared above US$4,000 per ounce for the first time in overnight trading on Wednesday (Australian time).

However, the materials sector's overall lead last week masked a substantial sell-off of ASX 200 gold shares on Friday.

Investors took profits on the final day of trading after the US dollar strengthened and Israel and Hamas agreed to a ceasefire.

The S&P/ASX All Ords Gold Index (ASX: XGD) rose 2.14% between Monday and Thursday, before plummeting 3.51% on Friday.

By comparison, the S&P/ASX 200 Index (ASX: XJO) fell 0.32% over the five trading days to close at 8,958.3 points on Friday.

Only four of the 11 market sectors finished the week in the green.

Let's recap.

ASX 200 gold mining shares sold off on Friday

The market's largest ASX 200 gold mining share, Northern Star Resources Ltd (ASX: NST), fell 1.47% over the week to close at $24.05.

The Evolution Mining Ltd (ASX: EVN) share price declined 0.46% to $10.93 on Friday.

Newmont Corporation CDI (ASX: NEM) shares fell 0.75% to $129.25.

Ramelius Resources Ltd (ASX: RMS) shares fell 4.5% to $3.82 while Genesis Minerals Ltd (ASX: GMD) lost 4.72% to close at $5.85.

The Perseus Mining Ltd (ASX: PRU) share price dropped 4.25% to $4.73.

Small-cap and mid-cap gold shares were a mixed bag..

ASX 200 newcomer Greatland Resources Ltd (ASX: GGP), rose 9.19% to close out the week at $8.08.

The Dateline Resources Ltd (ASX: DTR) share price fell 16.9% to 54 cents.

Kingsgate Consolidated Ltd (ASX: KCN) lifted 5.3% to $3.97.

Black Cat Syndicate Ltd (ASX: BC8) fell 5.3% to $1.34.

New Murchison Gold Ltd (ASX: NMG) shares rose 6.7% to 3.2 cents per share.

On Thursday, we discussed 7 ASX small-cap gold shares that have skyrocketed in 2025 as the gold price continues its run.

What about other ASX 200 mining shares?

The BHP Group Ltd (ASX: BHP) share price lifted 0.33% to $42.22.

The Fortescue Ltd (ASX: FMG) share price fell 0.67% to $19.16.

Rio Tinto Ltd (ASX: RIO) shares edged 0.07% higher to $125.15.

The Mineral Resources Ltd (ASX: MIN) share price leapt 8.7% to $44.14.

Pure-play copper share, Sandfire Resources Ltd (ASX: SFR) rose 7.9% to $16.13 on Friday.

Capstone Copper Corp (ASX: CSC) shares rose 5.6% to $14.20.

ASX 200 market sector snapshot

Here's how the 11 market sectors stacked up last week, according to CommSec data.

Over the five trading days:

S&P/ASX 200 market sectorChange last week
Materials (ASX: XMJ)0.88%
Industrials (ASX: XNJ)0.84%
Healthcare (ASX: XHJ)0.16%
Utilities (ASX: XUJ)0.02%
Financials (ASX: XFJ)(0.29%)
Consumer Staples (ASX: XSJ)(0.43%)
A-REIT (ASX: XPJ)(1.39%)
Communication (ASX: XTJ)(1.4%)
Energy (ASX: XEJ)(1.44%)
Consumer Discretionary (ASX: XDJ)(2.29%)
Information Technology (ASX: XIJ)(2.34%)

Motley Fool contributor Bronwyn Allen has positions in BHP Group. 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 recommended BHP Group. 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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