Commodities February 26, 2026

Gold Holds Ground Near $5,200/oz as February Sees Solid Gains

Safe-haven demand, Iran tensions and U.S. trade policy shifts support bullion and lift other precious metals

By Ajmal Hussain
Gold Holds Ground Near $5,200/oz as February Sees Solid Gains

Gold steadied in Asian trading and was set for a strong February after investors sought safety amid rising geopolitical tensions and uncertainty about global growth. Bullion has recovered much of late-January losses as traders reacted to U.S. trade policy disruptions and heightened concerns over the outlook for the world’s biggest economies. Other precious metals also advanced.

Key Points

  • Gold steadied in Asian trade and is up 6.7% in February, recovering much of late-January losses.
  • Spot gold was 0.2% higher at $5,194.02/oz by 21:14 ET (02:14 GMT); gold futures rose 0.3% to $5,211.41/oz.
  • Rising safe-haven demand driven by Iran-related tensions and disruptions to U.S. trade policy also helped lift silver (up 1.7% to $89.7785/oz) and platinum (up 3% to $2,351.63/oz).

Gold prices were steady in Asian hours on Friday, with bullion poised for robust monthly gains driven by safe-haven flows amid geopolitical and economic uncertainty.

Market moves

Spot gold increased 0.2% to $5,194.02 an ounce by 21:14 ET (02:14 GMT), while gold futures rose 0.3% to $5,211.41/oz. The metal was trading up 6.7% in February, having recouped a large portion of losses seen at the start of the month after a short-lived speculative rally unwound.

Drivers of demand

Traders said demand for safe havens has been underpinned by a mix of heightened geopolitical tension and uncertainty about economic growth. Disruptions in U.S. trade policy, together with concerns about cooling growth in the world’s largest economies, have left market participants biased toward assets perceived as safer stores of value, helping bullion claw back much of its late-January slide.

Geopolitical friction involving Iran was singled out as an important factor supporting prices. Washington deployed additional ships to the Middle East and warned of possible military action if Tehran did not accept a nuclear deal. Recent talks between Iran and the U.S. ended without a deal, but both sides committed to further discussions in the coming weeks, a development that produced some cautious optimism about a potential future agreement.

U.S. trade policy and market uncertainty

Heightened uncertainty about the U.S. economic outlook also contributed to bullion’s rise. A U.S. Supreme Court ruling struck down most of President Donald Trump’s trade tariffs. In response, the president announced new tariffs under a different legal framework and threatened additional levies, moves that left markets uneasy about the potential for further economic disruption from tariff actions.

Performance of other precious metals

Other metals rallied on the session and were also on track for strong monthly performances. Spot silver climbed 1.7% to $89.7785/oz and was up 6% in February. Spot platinum jumped 3% to $2,351.63/oz and was higher by 8.4% this month.


Note: This report focuses on market movements and the factors cited by traders and observers; it reflects details reported on prices, geopolitical developments and trade policy actions without projecting outcomes beyond those cited.

Risks

  • Geopolitical risk tied to Iran - heightened military deployments and unresolved talks could sustain volatility in commodity and risk markets, affecting safe-haven flows.
  • Uncertainty from U.S. trade policy - changes to tariff frameworks and the threat of additional levies create the risk of economic disruption for trade-sensitive sectors and broader markets.
  • Concerns about cooling growth in the world’s largest economies - persistent economic slowdown worries may keep investors biased toward safe-haven assets, influencing capital allocation across markets.

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