Sprott Physical Gold Trust

PHY.U-T

He has been holding this. If you are holding it for the upside of gold and silver, it is a good place to be. If you are holding it as a cash component, it is a good place to be. If you wanted the speculation, he would be looking at good quality companies to get the further upside.

Likes gold as an insurance against some sort of disaster. Has a huge regard for management and their capabilities.