Gold as Percentage of Top 10 ETF's

Gold allocation is at rock bottom. 

However, gold miner margins are at all time highs. The fundamentals are already impressive, but can only get better once gold continues its bull market.

Gold ETF Allocation

Retail isn't close to FOMO.

20% gold allocation

 

Equity Allocation Vs. Stock Returns

Equity allocation is inversely correlated to equity returns.