Gold is being pulled from COMEX at record levels. Is a U.S. gold revaluation next? Institutional players aren’t waiting to find out.

Could This Be the Final Warning Shot for the Dollar?

Gold is vanishing from the COMEX vaults. Quietly. Systematically. And in record amounts.

What was once a sleepy paper market has suddenly become ground zero for massive institutional gold and silver withdrawals. And while Wall Street sleeps, global power players are positioning ahead of what may be the biggest monetary reset in a generation.

The keyword here? COMEX gold deliveries — and they’re not just increasing. They’re exploding.

COMEX Gold Deliveries Are No Longer Just Paper Games

For decades, COMEX was largely a speculative playground. Over 99% of trades settled in cash. Physical metal? Almost never.

But something has changed.

• In August alone (as of the 14th), 29,127 contracts were requested for delivery
• Each contract = 100 troy ounces, totaling over 3 million ounces of gold
• That’s over $10 billion in physical gold

These aren’t mom-and-pop investors. This is institutional money. Possibly even sovereign money.

And it’s not just a one-month anomaly.

• Every month in 2025 (except June) has posted year-over-year spikes in delivery requests
• A 17X increase in U.S. gold imports was recorded in Q1 2025 alone

This is not a coincidence. This is a message: prepare for impact.

The Gold Revaluation Rumors Are Getting Louder

While COMEX vaults empty, the Federal Reserve quietly published a bombshell:

A research note on how gold revaluation could be used to stabilize the U.S. balance sheet.

Why does this matter?

• U.S. gold is still officially priced at $42.22/oz on the books
• If revalued to current market prices, the U.S. could unlock hundreds of billions in accounting profit
• No need to sell a single ounce

This could help “solve” the debt crisis with one accounting trick — but it would crush the dollar’s purchasing power in the process.

The Swiss Tariff Drama: A Test Run?

Last week, panic briefly surged after rumors emerged that the U.S. would tariff gold bar imports from Switzerland.

• Gold futures spiked as fears grew over accessibility
• The panic quickly subsided after Trump clarified there would be no tariffs

But what if it wasn’t just a blunder?

• Was this a test run to gauge the market’s response?
• A negotiation tactic? Or a deeper signal tied to U.S. gold policy?

We may never know. But the message was clear: access to physical metal is not guaranteed.

Paper Gold Works… Until It Doesn’t

What happens when COMEX can’t meet physical delivery demands?

History shows that:

• Gold restrictions and confiscations are not myths — they’re historical facts
• During crises, governments move fast, and retail access dries up

If a gold revaluation or financial shock occurs, the risk is real:

You could be left holding paper while the real metal disappears.

Why Physical Gold & Silver Still Reign Supreme

In times of uncertainty, only tangible assets offer true peace of mind.

Gold and silver have served as the ultimate inflation hedge, wealth preservation tools, and currency insurance for thousands of years.

When paper fails, gold doesn’t.

• Gold vs. dollar: The dollar can be printed. Gold can’t.
• Wealth preservation: Physical metals are uncorrelated with collapsing fiat systems
• Inflation protection: Historically, gold outpaces inflation during monetary crises

The institutional world knows this. That’s why they’re stacking.

The Clock Is Ticking

COMEX deliveries are surging.
U.S. gold imports are skyrocketing.
Revaluation rumors are heating up.

The warning signs are everywhere.

If you’re waiting for the “right moment” to act, ask yourself: will you still be able to get gold and silver when the masses wake up?

About ITM Trading
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