A quiet valuation gap in the gold sector could give select profitable junior miners far more upside than most people expect. 

Garrett Goggin spent 31 years on the NYSE floor and inside derivatives markets before building the Golden Anomaly strategy around that gap. 

In this Garrett Goggin Golden Anomaly review, I examine the acquisition thesis, the screen behind it, and whether Golden Portfolio IV offers a practical way to follow these opportunities. 

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What Is Golden Portfolio IV?

Golden Portfolio IV is Garrett Goggin’s focused precious metals research service for finding a select group of high-quality gold miners, developers, and royalty companies. 

You receive four detailed issues each year. 

Every edition revisits the active recommendations rather than adding weak names to fill space. 

The subscription also includes a live model portfolio, current company fundamentals, valuation data, target prices, and ongoing updates. 

The core idea is the Golden Anomaly strategy: Goggin identifies profitable junior miners that may trade well below the estimated value of their gold assets, using ore grade, production stage, free cash flow, management quality, and potential buyout appeal as his filters. 

I find this more specific than the typical “gold miner” pitch, which rarely tells you why any particular company made the cut. 

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What Is Garrett Goggin’s Golden Anomaly Strategy?

Gold has more than doubled from earlier cycle levels, yet many mining shares still reflect much lower bullion prices. 

That is the disconnect Goggin calls the Golden Anomaly.

His top four picks are already up between 115% and 2,050%, but they still trade at an average 64% discount to the estimated value of their assets. 

That gap means you can still buy $1 of gold-producing assets for around 36 cents. 

Porter Stansberry, founder of the world’s largest independent financial research company, called Goggin “the most knowledgeable gold investor in the world.” 

The presentation also cites the Buffett Indicator sitting at 235%, its highest level ever, as a macro reason to expect gold to run for another decade or more. 

Record Cash Is Pushing the Majors Toward Acquisitions

The math behind the acquisition thesis is straightforward. Gold majors have enormous cash but shrinking reserves.

In Q2 2025, Newmont generated $1.7 billion in a single quarter and $7 billion in annual profit, returning $3 billion to shareholders via dividends and buybacks. 

The four largest gold producers recorded $18 billion in combined free cash flow. 

Meanwhile, Barrick has dropped from two million ounces of annual production to around 719,000. Every ounce sold shrinks the reserve. 

The only realistic fix is buying junior miners with advanced projects. 

The acquisition cycle has already started: G2 Goldfields jumped 79% when G Mining Ventures announced a $2.1 billion deal, and Agnico Eagle bought Rupert Resources for $2.87 billion at a 67% premium. 

Overnight gains like that go to investors who are already positioned.

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The Anomaly Profit Variable Separates Real Mines From Empty Stories

The hardest part of investing in junior miners is not finding one. It is finding one that actually produces gold at a profit. Goggin estimates 90% never do.

His screen limits the search to the profitable 10% through three tests: strong ore grades, a production stage where financing and permitting are complete, and a market cap well below net asset value. 

He calculates NAV from total free cash flow over the mine life, then compares that against all outstanding shares. 

I consider this gap the most important number in the strategy. 

One current pick carries an estimated $1.5 billion NAV against an $89 million market cap, a 16.6X Anomaly Profit Variable and a stated 94% discount. 

Another owns a 5-million-ounce surface deposit suited to low-cost heap-leach production. 

Owning the Discount Before a Repricing or Buyout

A Golden Anomaly miner does not need an acquisition to produce a strong return. 

Rising output, steady costs, higher gold prices, or wider institutional coverage can move its market value closer to NAV. 

A buyout adds the possibility of an immediate premium on top of that. Goggin says one quarter of his portfolio has already been acquired, handing early investors gains of 71%, 107%, 166%, 181%, 276%, 740%, and 1,228%. 

He identifies three remaining positions as likely targets in the current cycle. 

I appreciate that Goggin frames this around several positions rather than one speculative bet. 

Spreading across multiple qualified miners reduces company-specific risk while preserving exposure to shrinking discounts and buyout activity. 

The names, tickers, NAV estimates, and target prices come through Golden Portfolio IV. 

>> Access Garrett Goggin’s Junior Miner Research <<

What’s Included With Golden Portfolio IV

A Golden Portfolio IV subscription combines four focused research issues with live portfolio data and continuing analysis from Garrett Goggin. 

Each part helps members understand the recommendations, track their valuations, and respond when the gold market or an individual company changes.

One Full Year of Golden Portfolio IV

You receive four quarterly issues of Golden Portfolio IV. 

Each issue covers every live recommendation in the model portfolio rather than adding names to fill a schedule.

Goggin uses the same research discipline that underlies the stated gains of 1,480% on G2 Goldfields, 276% on Orogen Royalties, and 190% on Loncor Gold. 

The quarterly format suits junior miners because production growth, financing, permitting, and takeover interest develop over months, not days. 

Rather than adding weak ideas to justify a monthly schedule, each issue delivers a focused update on the GPIV picks and the ongoing case for each one. 

I rate this focused approach as significantly better than services that publish constant ideas to justify the subscription fee.

Free Starter Guide: “Why Golden Portfolio IV Is Your Ultimate Gold Investment”

This guide serves as an A-to-Z introduction to Garrett’s gold strategy and the screens behind his recommendations. 

It covers how smaller explorers and developers have delivered returns as high as 10,800% in past examples, what Goggin looks for in a genuine 10X candidate, how royalty companies collect from successful mines without operating them, which companies may respond better when gold declines versus surges, and the largest new U.S. gold deposit discovered in more than a decade. 

If you are new to the junior miner space, this is worth reading before anything else.

It explains the logic of the strategy rather than just handing you tickers, which means you can evaluate each recommendation yourself instead of following it blindly.

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Members-Only Live Model Portfolio and Live Fundamentals

The private GPIV dashboard tracks every active recommendation instead of leaving members dependent on a quarterly document. 

It shows live prices against relevant benchmarks, target prices, current market cap, enterprise value, and the percentage of company revenue linked to each metal. 

You can access it around the clock through the secure website.

GPIV Live Fundamentals adds real-time data as the Golden Anomaly thesis develops, making it easier to see where each holding stands between formal issues. 

I rate this as the most underappreciated part of the package: a static PDF sent four times a year leaves you guessing for weeks at a time. 

The live dashboard eliminates that problem.

Members-Only GPIV News and Analysis

Members also receive Garrett’s analysis when an event could change a recommendation or the broader gold outlook. 

Examples named by the service include central bank announcements, shifts in reserve flows, and company developments that alter the original thesis. 

Garrett explains what the news means and whether it changes anything members may need to do. 

This support is especially useful with junior miners, where financing news, production figures, project delays, reserve changes, or acquisition activity can affect a stock quickly. 

The updates connect fresh developments with the valuation and operating case already laid out inside GPIV.

>> Discover Garrett Goggin’s Top Gold Picks <<

Golden Portfolio IV Bonuses

The subscription includes one speculative idea outside Garrett Goggin’s junior gold miner strategy. 

It focuses on the digital infrastructure that could support a broader shift away from traditional financial systems.

Bonus Report: “The Everything Exchange”

“The Everything Exchange” examines a tiny 11-person blockchain company developing a 24/7 peer-to-peer trading platform. 

Garrett believes its technology could reduce settlement delays, middlemen, and custodial risks that still exist across many traditional exchanges.

The company is publicly traded and accessible through major brokerage accounts. 

Shares recently traded near $8, while Goggin’s speculative scenario points to $120, roughly 20X upside. 

This idea sits beneath gold and hard assets in the portfolio hierarchy and carries more risk than the core GPIV recommendations. 

The potential reward could be significant if the platform gains traction. 

It is not the reason to subscribe, but it adds a different angle to an otherwise precious-metals-focused service.

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Golden Portfolio IV Refund Policy: 30-Day Guarantee (25% Fee Applies)

Golden Portfolio IV comes with a 30-day golden guarantee. 

You can review the research, portfolio, and strategy during that period, then request a refund if the service is not a good fit. 

A 25% research access fee is deducted from the refund, and you may keep the starter guide. 

The subscription renews annually at $189 unless canceled at least one business day before the renewal date.

Golden Portfolio IV Pros and Cons

After reviewing Golden Portfolio IV, these were the strongest advantages and the few limitations that stood out.

Pros

• One full year of quarterly research
• Focused junior gold miner strategy
• Live model portfolio access
• Real-time company fundamentals
• Clear Golden Anomaly valuation method with audited results
• Ongoing GPIV news and analysis
• Research from a CFA and CMT with 31 years of experience
• Includes a gold strategy starter guide

Cons

• Limited to precious metals opportunities
• Only four main issues yearly
• Refund includes a 25% research access fee 

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Golden Portfolio IV Track Record and Past Performance

Golden Portfolio IV reports a 1,219% return since December 31, 2023, compared with 55% for the S&P 500 over the same period. 

A $100,000 investment at launch would be worth approximately $1.31 million today.

The service also highlights individual gains of 1,480% on G2 Goldfields, 276% on Orogen Royalties, and 190% on Loncor Gold. 

Earlier Golden Anomaly picks included Newmarket Gold at 2,200% and SilverCrest Metals at 8,358%. 

Goggin says one quarter of the portfolio has already been acquired, producing gains ranging from 71% to 1,228%. 

He also states that a third party audits his results. 

Entry timing, position size, and exit prices will produce different outcomes for each subscriber.

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How Much Does Golden Portfolio IV Cost?

The current Golden Portfolio IV plan costs $189 for one year, reduced from the regular $500 subscription rate. 

That saves you $509 against the total package value of $698.

It includes four quarterly GPIV issues, the starter guide, live model portfolio access, Live Fundamentals, members-only news and analysis, a bonus gold royalty pick, and “The Everything Exchange” report.

Only one annual plan is listed for this promotion. 

The subscription renews at $189 per year unless canceled at least one business day before the renewal date. 

The pricing is described as limited-time and may return to $500 once the current promotion ends.

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Is Garrett Goggin Golden Anomaly Worth It?

Golden Portfolio IV makes the most sense for anyone who wants focused exposure to junior gold miners and is comfortable with the volatility that comes with smaller mining companies.

Goggin gives the service a clear framework: ore grade, production stage, free cash flow, and the gap between market cap and estimated asset value. 

A company could benefit from stronger production, wider margins, a closing valuation gap, or a buyout from a cash-rich major. 

The mix of quarterly research, live fundamentals, portfolio tracking, and ongoing analysis gives you a practical way to follow the sector without building the screen yourself. 

At $189 with a 30-day guarantee and a third-party-audited track record, the barrier to evaluating this is lower than most research subscriptions in this space.

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