Physical Gold and the Banking System.

Why banks in some countries buy gold from the population
while in others they fundamentally refuse

Analytical Article
Date 29 January 2026


Introduction

Within the global financial system there exists a stable structural asymmetry
In some countries commercial banks categorically refuse to accept physical gold
In other states banks officially buy gold from private individuals and businesses

On the surface this appears to be a contradiction
In reality it reflects fundamentally different models of financial architecture
different roles of the state
and different statuses of gold within the monetary system

For a correct analysis it is necessary
to abandon a universal image of the bank
and to examine banks strictly within the context of each specific country


The Fundamental Logic of a Commercial Bank

A modern commercial bank by its nature
is not a store of value

It is
a node for recording obligations
an operator of payment infrastructures
a mediator in the redistribution of debt

Within this system
deposits are recorded as liabilities
loans as assets
money as entries in balance sheets and payment systems

Physical gold
is not anyone’s obligation
is not integrated into payment infrastructure
does not scale
does not generate interest income

From the perspective of classical banking logic
physical gold is a foreign element


The Liberal Banking Model

EU United States Canada Australia

In countries with a liberal financial architecture
the commercial bank operates as a private market actor

Physical gold in these jurisdictions
is not legal tender
has no standardised acceptance procedure
creates significant AML and sanctions risks
worsens balance sheet ratios
requires storage insurance and physical liability

Banks’ refusal to deal with gold
is not ideological
it is the result of regulatory and operational logic


China

A tightly managed model

China allows operations with physical gold
only within a licensed and centrally controlled system

Banks operate
under approved standards
with full traceability of origin
and strict linkage to exchange quotations

The state regards gold
as an element of national resilience
and as an instrument of strategic reserves

In this model the bank
is not an autonomous market participant
but an instrument of macroeconomic policy


Mongolia

A resource-based financial architecture

Mongolia’s economy is structurally linked to resource extraction

Banks accept gold
primarily from artisanal miners and small producers
conduct initial assessment
and pass the metal further along the chain

The objective of the state
is to bring gold out of the shadow economy
to concentrate the metal within the country
and to formalise resource flows

Here the bank
is an element of the infrastructure of the extractive economy


Thailand

A separated model

In Thailand gold is widely used
as a traditional form of savings

At the same time commercial banks
do not buy physical gold

The gold market exists
outside the banking system
through gold shops
jewellery houses
and private dealers

The banking system
deliberately distances itself from physical metal


Indonesia

A hybrid model

In Indonesia gold plays a significant role
in household savings

Banks work with gold
primarily through
gold accounts
certificates
and Islamic financial instruments

Physical metal
is accepted through specialised channels
or state-linked structures

Gold is integrated into the system
but not in the form of a traditional bank counter transaction


Mexico

A commodity-based logic

In Mexico physical gold
is primarily treated as a commodity

Commercial banks
generally do not buy gold from the population

Transactions are carried out
through dealers
refineries
and private trading structures

Even where gold mining exists
banks avoid direct contact
with physical metal


South America

Mosaic models

In South America
there is no single uniform scheme

In countries with developed mining sectors
gold is accumulated
through state channels
or specialised institutions

In countries with a more liberal financial model
banks distance themselves from physical metal

The common principle remains
gold is integrated
not as a banking asset
but as an element of state or resource policy


Africa

A continent of extraction and parallel systems

Africa occupies a special position
as one of the largest sources of gold globally

In many African countries
commercial banks participate in gold circulation
but not in the classical banking sense

Gold enters circulation
through artisanal miners
small producers
and semi-legal or informal channels

State bodies and refineries
use banks
as instruments of initial legalisation
record-keeping
and transfer of metal into the formal economy

Here gold
is not a banking asset
but an object of resource and export control


Russia

A state-oriented concentration model

In Russia commercial banks buy physical gold from the population

However this practice
does not arise from the market logic of a commercial bank

The bank is embedded
in a state financial architecture
in which gold is regarded as
a strategic reserve
an instrument of sovereign resilience
an asset outside international settlement systems

Historically the central bank
created a guaranteed gold purchase channel
allowing commercial banks
to transfer the metal into the state circuit

As a result the bank
does not accept gold as a market asset
but performs a concentration function
in the interests of the state


The Core Systemic Distinction

The difference between countries
lies not in their attitude toward gold
but in the role of the state within the monetary system

When the state
uses gold as a strategic instrument
banks can work with physical metal

When the bank
is a purely commercial intermediary
gold is pushed out of the system

In all cases
where banks buy gold
they cease to be exclusively commercial institutions
and become elements of a state
or resource-based architecture


Final Conclusion

Physical gold
by its nature
is poorly compatible with the classical commercial bank

Gold
is the language of physical reality
the language of ultimate value
the language outside obligations

The bank
is the language of numbers
the language of debt
the language of trust in the system

In liberal systems
the bank repels gold

In managed and resource-based systems
the bank allows gold
not as an asset
but as a function

This is not a contradiction
It is a reflection of the architecture of power over money