Step Aside, Mag 7—Gold Miner ETFs Are Taking Center Stage Now
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 15 2025
0mins
Should l Buy NEM?
Source: Benzinga
Gold Mining ETFs Performance: The Themes Gold Miners ETF (AUMI) has reached a 52-week high, outperforming the Invesco QQQ Trust ETF (QQQ) by over 40% since July, with a year-to-date increase of 93%. Other ETFs like VanEck Gold Miners ETF (GDX) and VanEck Junior Gold Miners ETF (GDXJ) have also shown significant gains, with GDX up 97.4% YTD and GDXJ over 100% YTD.
Market Influences on Gold: Gold prices are rising due to expectations of a Federal Reserve rate cut, lower Treasury yields, and geopolitical tensions. Goldman Sachs predicts gold could reach $5,000, which may further support the performance of gold miner ETFs as they gain traction over traditional tech stocks amid concerns about an "AI bubble."
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Analyst Views on NEM
Wall Street analysts forecast NEM stock price to rise
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 99.020
Low
89.00
Averages
110.85
High
125.00
Current: 99.020
Low
89.00
Averages
110.85
High
125.00
About NEM
Newmont Corporation is a gold company and a producer of copper, zinc, lead, and silver with operations and/or assets in the Africa, Australia, Latin America & Caribbean, North America, and Papua New Guinea regions. The Company's operations include Brucejack, Red Chris, Penasquito, Merian, Cerro Negro, Yanacocha, Boddington, Tanami, Cadia, Lihir, Ahafo, and NGM. The Brucejack operation includes four mining leases and six core mineral claims which cover 8,169 acres (3,306 hectares) and 337 mineral claims covering 298,795 acres (120,918 hectares). The Red Chris operation includes five mining leases which cover 12,703 acres and 199 mineral claims, encompassing an area of 164,903 acres (66,734 hectares). Penasquito includes 20 mining concessions for operations comprising 113,231 acres (45,823 hectares) and 60 mining concessions for exploration of 107,456 acres (43,486 hectares). The Merian operation includes one right of exploitation encompassing an area of 41,687 acres (16,870 hectares).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Reasons for Gold Price Drop: Concerns over rising inflation and oil prices may prompt the U.S. Treasury to raise interest rates, leading to a decline in gold prices, with gold stocks like Newmont down over 4% this year and Barrick down over 22% this month.
- Strong Financial Performance: Newmont reported an EPS of $6.39 in 2025, up 123%, with free cash flow of $7.3 billion, a 150% increase, allowing the company to reduce debt by $3.4 billion, leaving it with $2.1 billion in cash, indicating robust financial health.
- Attractive Dividends: Newmont raised its dividend by 4% to $0.26 per share, yielding about 1.05%, while Barrick increased its dividend by 140% to $0.42 per share, yielding around 2.28%, both companies having long histories of dividend payments at 38 and 39 years, respectively.
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SPDR Gold Shares ETF Rises by 3.8%
- Stock Performance: Gold shares have advanced by 3.8%, indicating a positive trend in the market.
- Market Analysis: The increase in gold shares reflects investor confidence and potential growth in the sector.
See More
Kinross Gold Rises 4.7%, AngloGold Ashanti Increases by 4.4%
Kinross Gold Performance: Kinross Gold's stock has increased by 4.7%, indicating a positive trend in its market performance.
AngloGold Ashanti Update: AngloGold Ashanti has also seen a rise in its stock, with an increase of 4.4%, reflecting favorable market conditions.
See More
NEWMONT INCREASES BY 3.6%, SIBANYE STILLWATER CLIMBS 4.1%, BARRICK MINING RISES 3.9%, HARMONY GOLD ADVANCES 5.5%
Economic Growth: The economy has shown a growth rate of 3.6%.
Water Supply Increase: The water supply has risen by 4.1%.
Mining Sector Growth: The mining sector has experienced a growth of 3.9%.
Gold Gains: Harmony Gold has reported gains of 5.5%.
See More
Shares of Gold Miners Listed in the US Rise with Increasing Gold Prices
- Gold Prices Rise: The prices of gold have increased, impacting the market for gold mining shares.
- Mining Shares Performance: U.S. listed shares of gold miners have seen a positive response due to the rise in gold prices.
See More
Gold Stocks Decline, Investors Find Opportunity
- Reasons for Gold Price Drop: Concerns over rising inflation and oil prices may prompt the U.S. Treasury to raise interest rates, leading to a decline in gold prices, with gold stocks like Newmont down over 4% this year and Barrick down over 22% this month.
- Strong Financial Performance: Newmont reported an EPS of $6.39 in 2025, up 123%, with free cash flow of $7.3 billion, a 150% increase, allowing the company to reduce debt by $3.4 billion, leaving it with $2.1 billion in cash, indicating robust financial health.
- Attractive Dividends: Newmont raised its dividend by 4% to $0.26 per share, yielding about 1.05%, while Barrick increased its dividend by 140% to $0.42 per share, yielding around 2.28%, both companies having long histories of dividend payments at 38 and 39 years, respectively.
- Operational Streamlining Plans: Newmont is focusing on high-quality Tier-1 assets, predicting lower production this year, but its Ahafo North mine in Ghana is ramping up production, expected to yield between 275,000 and 325,000 ounces annually; Barrick plans a $42 million spinoff of its North American and Caribbean assets to focus on high-growth copper and gold projects.
See More
Gold Prices Surge and Dollar Declines as Investors Evaluate Peace Prospects. Here's the Reason.
- Gold Price Increase: The price of gold rose early Wednesday.
- Impact of Oil Prices: Falling oil prices contributed to easing inflation concerns, benefiting gold.
See More
