Precious metals stocks rise after US tariffs target gold bars

Published 08/08/2025, 13:36
© Reuters.

Investing.com -- Gold mining stocks climbed in Friday’s premarket trading after U.S. officials confirmed that certain gold bars would be subject to President Donald Trump’s reciprocal tariffs.

Shares of Wheaton Precious Metals (NYSE:WPM) led the sector with a 2% gain, followed by Barrick Mining up 1.5% and OR Royalties rising 1.1%. Newmont added 1%, while Agnico Eagle (NYSE:AEM) Mines and Kinross both increased 0.7%. The VanEck Gold Miners ETF (NYSE:NYSE:GDX) advanced 1.25%.

The move came after U.S. Customs and Border Protection clarified that one-kilogram and 100-ounce gold bars fall under the reciprocal tariffs recently enacted by President Trump. This ruling contradicted the industry’s initial understanding that such bullion would be exempt.

The tariff news created immediate market disruption, with gold futures in New York surging to record highs. The decision threatens to significantly impact global gold shipments from major trading and refining hubs including Switzerland, Hong Kong, and London, where prices now trade at substantial discounts to the U.S. market.

Market participants are still assessing the full implications of the ruling, including whether larger 400-ounce bars that underpin London trading would receive similar treatment, and what specific levy rates would apply to major gold-producing countries.

The unexpected regulatory change has created uncertainty across the precious metals industry, with some market observers questioning whether the ruling might face legal challenges.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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