The Thinking  /  The Ledger  /  Reading 10
10 Geopolitical × Financial #

The dollar isn't being dethroned, but select countries are hedging with gold.

Gold as % of reserves 2018 2025
India 5.5% 16.2%
China 2.4% 8.5%
Poland 4.5% 28.2%
Turkey 21.6% 61.1%

The dollar's share of global reserves drifted down from 69.7% to 56.8% (2000–2025).

The reading — and its limits A hedge, not a replacement — the trigger was the 2022 freezing of ~$300bn of Russian reserves (dollar reserves held abroad can be seized; domestic gold cannot). The share rise is partly buying and partly gold's price rise; for these four, the tonnage rise confirms real accumulation. China's reported holding is a likely-understated floor.

Method Computed from IMF primary (SDMX API) — COFER for the dollar share, IRFCL gold-value/total-reserves per country. India cross-validated against the RBI half-yearly report (880t).

Computed 22 June 2026

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