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Exclusive: Texas unveils official bullion program and gold bills
Kitco ^ | 11 Feb 26 | Jeremy Sazafrom

Posted on 02/13/2026 1:16:45 PM PST by delta7

Kitco News) - In a historic shift for state level finance, Texas has officially moved from a passive storage model to an active, state run bullion supply chain. The rollout, announced live from the Texas State Capitol, introduces a first of its kind dot gov storefront that allows the public to purchase state branded gold and silver directly from the Comptroller office.

The initiative marks the first time a U.S. state has facilitated a closed loop system for precious metals, bridging the gap between manufacturing, vaulting, and direct to consumer sales.

Texas is the first state to facilitate a closed loop system for precious metals from manufacturing to vaulting to direct to consumer sales," said Josh Phair, CEO of Scottsdale Mint, in an exclusive interview with Kitco News. "By launching its own branded coins and gold bills through an official dot gov storefront, the state is creating a physical alternative to traditional financial systems."

The Sovereign Distributor Model

While states like Wyoming and Utah have made headlines for recognizing gold and silver as legal tender, the Texas program establishes a new "Sovereign Distributor" infrastructure. The program includes the 2026 Texas Lone Star Coins—minted in one ounce gold and silver—and official Texas Gold Bills, which are thin, durable notes containing verifiable layers of 24 karat gold.

These products are not merely commemorative. They are integrated with the Texas Bullion Depository, the only state administered and audited vaulting facility in the nation. Investors can now purchase metals through the Comptroller’s official website and choose to have them vaulted within the state’s secure infrastructure, effectively bypassing traditional commercial banking rails.

"This is a new paradigm," Phair told Kitco News. "States are increasingly viewing physical metal as a necessary treasury asset due to diluted monetary bases and broken federal budgets."

The Battle for Sound Money: Texas vs. Wyoming

Texas is not alone in its pursuit of physical asset sovereignty. Wyoming has been a pioneer in this space, recently passing the Wyoming Legal Tender Act and exploring the "Sovereign Buyer" model where the state treasury holds physical gold. However, Texas has taken the concept a step further by becoming the distributor. While Wyoming focuses on state level holdings, Texas is building the plumbing for its citizens to hold, spend, and vault state branded metal seamlessly.

Phair confirmed that this competitive environment is accelerating, noting that multiple other state legislatures are currently in active discussions to build out similar physical metals infrastructure as a hedge against federal monetary policy.

The Basel Three Catalyst

The move by Texas coincides with a monumental regulatory shift in the global banking system. Under the recently implemented Basel Three "Endgame" reforms, physical gold has been elevated to a Tier 1 High Quality Liquid Asset (HQLA). This allows banks and sovereign institutions to count allocated physical gold at 100 percent of its market value toward their liquidity reserves, placing it on equal footing with cash and top rated government bonds.

Phair emphasized that this regulatory change is driving a "scramble for physical" at the institutional level. "Under Basel Three, physical gold is now a 100 percent risk free asset, which is why we are seeing states build their own physical infrastructure. They want possession, audits, and jurisdictional security," he said.

Physical Market Strains

The entry of a sovereign distributor like Texas into the market comes at a time of extreme physical tightness. With gold pushing 5,100 dollars and silver rallying toward 83 dollars, Phair warns that the current demand is beginning to outpace global refining and delivery capacity.

"We are looking at a genuine physical supply squeeze heading into Q3 of 2026 due to record breaking demand," Phair stated. He noted that refineries are already facing significant backlogs and that international metal flows are being redirected away from traditional hubs like London and New York toward jurisdictions with more robust custodial security.


TOPICS:
KEYWORDS: gold; goldbacks; texas
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Good to see States fleeing a devaluing dollar, saving sovereign Wealth in Gold, the " HQLA", highest quality liquid asset.

......but no surprise, the entire World's Central Banks have been buying Gold ( and Silver) in historic quantities. A welcomed return to honest money

1 posted on 02/13/2026 1:16:45 PM PST by delta7
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To: delta7

Phair is one to watch, he just got back from Europe and is slowly leaking the “ subject matter” discussed at the largest Gold Silver symposium attended by over 360 banks, businesses and sovereign nation heads of state.

Hint: keep stacking. The world’s Wealth is resetting, and the billions of J Six pack types have absolutely no idea.


2 posted on 02/13/2026 1:27:46 PM PST by delta7
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To: delta7

“Good to see States fleeing a devaluing dollar, saving sovereign Wealth in Gold, the “ HQLA”, highest quality liquid asset.”

Please explain how selling gold for USD’s is fleeing the dollar ...


3 posted on 02/13/2026 1:35:04 PM PST by TexasGator (11:/)
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To: delta7

“Hint: keep stacking. “

Phair is selling.


4 posted on 02/13/2026 1:37:24 PM PST by TexasGator (11:/)
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To: delta7

Doesn’t this just give state govt knowledge of who has precious metals? Why do I think that’s not a good thing?


5 posted on 02/13/2026 1:45:48 PM PST by ripnbang ("An armed man is a citizen, an unarmed man, a subject.")
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To: TexasGator

You are funny, and as always, ill informed.


6 posted on 02/13/2026 1:51:34 PM PST by delta7
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To: delta7

IYou are funny, and as always, ill informed.”

Typical response when you can’t answer the questions.


7 posted on 02/13/2026 1:56:49 PM PST by TexasGator (I11:/)
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To: ripnbang

Doesn’t this just give state govt knowledge of who has precious metals?


Not clear yet. The buying process is currently unknown, but buying PM coinage from the Texas Depository shouldn’t be any different than buying from your local dealer.

Unlike equities, Bitcoins, Stable coins, etc....Gold’s primary attraction is it has no counter party threat ( bankruptcies, brokerage accounts, court rulings, debasement, dilution, etc...) and is anonymous.


8 posted on 02/13/2026 1:58:42 PM PST by delta7
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To: delta7

“Unlike equities, Bitcoins, Stable coins, etc....Gold’s primary attraction is it has no counter party threat ( bankruptcies, brokerage accounts, court rulings, debasement, dilution, etc...) and is anonymous.”

Just don’t hide it in your mother’s basement.


9 posted on 02/13/2026 2:09:24 PM PST by TexasGator (I11:/)
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To: delta7

“court rulings”

I seem to remember a case where a court ruling forced the turnover of gold holdings and also resulted in seven years in jail for not turning it all over.


10 posted on 02/13/2026 2:11:30 PM PST by TexasGator (I11:/)
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To: delta7

God, the POS troll is back, stalking you again.


11 posted on 02/13/2026 2:15:45 PM PST by an amused spectator (principled conservatism is Lefty subterfuge)
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To: delta7

Just out of curiosity, I melted a Utah Goldback just to see if it really does contain gold. It does!


12 posted on 02/13/2026 5:41:52 PM PST by Colorado Doug
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To: an amused spectator

God, the POS troll is back, stalking you again.


...and looking foolish, again. That TexasGator is finally being noticed for what he is.


13 posted on 02/13/2026 6:35:58 PM PST by delta7
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To: delta7

Wonder how much it cost him to buy his way back on after the latest suspension? 😂😂😂🤣🤣🤣


14 posted on 02/13/2026 8:31:00 PM PST by an amused spectator (principled conservatism is Lefty subterfuge)
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