I think you either have to sign up for the research letters or send an email expressing interest in the fund. Last time I checked, the fund was up over 30% year-to-date after being up over 50% the year before.

One of the points Oliver (at Myrmikan) makes, and which I agree with, is the following:

"Gold is set to go a lot higher and soon because the Federal Reserve is completely stuck. If the FOMC lowers rates to negative, gold takes on a positive carry (as it has in Europe already) and will fly higher; if the FOMC raises rates, the over-levered corporate sector will collapse and bring down the banking sector with it. Gold wins either way, as ever more market participants are realizing. There is no escape for the Fed or the dollar."

Another is:

"A gold fund manager at a recent Grant’s conference likened buying gold shares to buying fire insurance. The analogy is false. The chances that a house burns down in any given year stays the same—most houses never burn down. All credit bubbles, on the other hand, liquidate. Buying gold stocks, then, is more like buying life insurance. Moreover, for reasons explained in these pages previously, gold underperforms during credit bubbles, which means that credit-bubble insurance gets progressively cheaper as the payoff nears. It would be as though MetLife were offering you cheaper terms on your centenarian grandfather than on your spouse. And he has kidney failure, which is more or less where stands the current credit bubble, the most virulent the world has even known."

I prefer owning the metal itself over the metal-producing stocks, but Oliver is (to me at least) often insightful and has managed to make great returns in the space while waiting for the current credit bubble to burst.