How the US–Iran war is moving gold ETFs and energy ETFs

Peace plans come and go, but central banks keep buying gold like there's no tomorrow. The real story isn't some 15-point draft that may never see daylight. It's the structural shift happening beneath the surface. COMEX registered gold sits at multi-year lows while ETF flows show retail finally waking up to what institutions figured out years ago. Iran tensions are just noise compared to the monetary reset already underway. Every dip from headline volatility is a gift. Physical premiums haven't budged despite the paper price moves, telling you everything about real supply dynamics. Stack accordingly.