Pick A. Gold is the ultimate inflation hedge, and the conditions underpinning its rise in value are only becoming more pronounced. I am long physical gold and silver, and very long ASX-listed gold miners. PRU.ASX RMS.ASX GMD.ASX
$Vault Minerals Ltd(VAU.AU)$ Took some profits off a big position. Not sure what short term catalysts will drive the next price action in gold so happy to reduce risk for now.
I have remained overweight gold this year and will continue accumulating on dips. The Iran War has delayed gold's bull run, but it is not over. The underpinning macro forces driving the bull run remain firmly in place and are yet to be resolved.