It's all gold stocks going forward. "Investors" (I use that term with some poetic license) see gold the metal is way high, and they see more manageable opportunity in the lagging miners. First majors, then juniors, and then..... (drum roll). The intial breakout is already underway.
IMHO (DYODD) time to peel off some (not all) CEF/GTU/PHYS/PSLV and join the gold stock party, if not already positioned beyond Tyhee.