A crack in the dollar’s dominance could send gold back into the spotlight, and Garrett Goggin says that crack is already here. 

He argues the Death of the Petrodollar is pushing the global dollar system into a major revaluation cycle, with the biggest upside going to a small group of gold miners that the market is still dramatically underpricing. 

Skeptical but genuinely curious, I went through his full research to see whether the thesis holds up and whether Golden Portfolio IV gives you the tools to act on it.

>> Get Garrett Goggin’s Gold Picks Today <<

What Is Golden Portfolio IV?

Golden Portfolio IV, or GPIV, is Garrett Goggin’s gold-focused research service built to help you follow major shifts in money, inflation, and precious metals.

Goggin focuses on gold miners he believes are priced far below the value of the metal they control, a gap he calls the Golden Anomaly. He forms every GPIV recommendation around this core idea: finding companies where the market price doesn’t yet reflect the true value of the gold they sit on. 

Members receive quarterly GPIV issues, company reports, a live model portfolio, live fundamentals tools, and hand-picked news analysis.

The appeal is clear: GPIV takes a big macro story and turns it into specific names, tickers, and ongoing research you can actually act on.

>> Claim Your Golden Portfolio IV Access <<

Who Is Garrett Goggin?

Garrett Goggin is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). Both designations are meaningful here — the CFA credential covers rigorous financial analysis, while the CMT helps him read long historical cycles in gold markets that most Wall Street analysts overlook.

What sets Goggin apart from most analysts in this space is that he does not just sit at a desk. He personally visits and inspects mining operations around the world, including in places most investors would never go.

That boots-on-the-ground approach lets him separate credible mining projects from polished marketing stories. He spent time working with John Doody at Stansberry Research, one of the most respected gold analysts in the industry, before going out on his own.

Is Garrett Goggin Legit?

His track record speaks for itself to a reasonable degree. Those who followed his earlier Golden Portfolio picks had the chance to see returns of 115%, 515%, 1,307%, and 2,050% on individual recommendations. One pick was recently acquired and popped 79% in a single trading session.

Porter Stansberry, who built one of the largest independent financial research firms in the country, has publicly called Goggin the most knowledgeable gold investor in the world. That is a bold claim, but it lines up with what Goggin’s credentials and methods suggest.

His transparency about both the wins and the risks adds to that credibility. Past performance never guarantees future results, and Goggin himself is upfront about that.

>> Get Garrett Goggin’s Gold Picks Today <<

What Is the “Death of the Petrodollar” Presentation?

While mainstream headlines focused on missiles and military strikes, something far more consequential was happening in the background, and most people completely missed it. 

Iran quietly set up a yuan toll booth in the Strait of Hormuz, and Goggin says it may be the single event that ends 50 years of American financial dominance. 

That sounds alarming, but here’s the flip side: if you’re positioned in the right gold miners, this could be the opportunity of a lifetime. 

Why the Petrodollar Crack Could Reach Your Wallet

I’ll be honest,  when I first read through this section of the promo, I almost dismissed it as standard gold-bug doom. But Goggin’s logic here is hard to argue with. 

Foreign Treasury demand could fall, which puts pressure on Washington to either offer higher yields to attract buyers or rely on the Fed to step in and print dollars to buy the debt instead.

More money creation into an oil spike, at a time when the dollar’s reserve status is weakening, is what Goggin describes as a textbook setup for currency debasement, and currency debasement, historically, is among the most powerful forces driving gold higher.

Saudi Arabia quietly let the 1974 petrodollar agreement lapse in June 2024. China has built out currency swap deals, digital payment infrastructure, and a cross-border settlement system designed to bypass the Western-controlled SWIFT network.

These moves did not happen overnight, and Goggin argues they are now operating in broad daylight.

The Twist: Washington May Need Gold Higher Too

The most interesting part of Goggin’s focus is that it is not just a bearish dollar story. He argues that Washington itself may benefit from a higher gold price.

The U.S. holds roughly 8,133 metric tons of gold, still booked on government records at $42.22 per ounce — a figure set in 1973. At today’s prices, those reserves are worth more than 100 times that official figure.

Both sides of this geopolitical conflict have a structural incentive to support a higher gold price, which sets up a more durable tailwind than a simple fear trade.

If Goggin is right, the tailwind behind gold could be structural and lasting. Which changes how you think about sizing a position.

And if gold keeps climbing, the miners sitting on billions in undervalued reserves stand to benefit even more than the metal itself. 

Why Miners Instead of Bullion

Gold itself can rise with the dollar’s weakness, but Goggin’s angle is that certain gold miners are still priced as if gold were trading at 2022 levels.

That’s crazy to think about when gold has gained more than 189% since September 2022.

That disconnect is what he calls the Golden Anomaly. When a miner’s market cap sits far below the value of the gold it controls, what analysts call Net Asset Value (NAV), you can effectively buy gold at a steep discount.

Goggin’s top four picks currently trade at an average 64% discount to their proven gold in the ground.

The guru shares his research with his Golden Portfolio IV members, and you can get in now thanks to this special bundle.

Next up, let’s look at everything that comes with your membership.

>> Unlock The Death of the Petrodollar Research <<

What’s Included With Golden Portfolio IV

When you join Golden Portfolio IV, you’re not just getting a newsletter—you’re stepping into a full-suite investment research experience curated by Garrett Goggin himself. Let me break it down for you:

Feature 1: Quarterly Golden Portfolio IV Newsletter

The newsletter is the backbone of the service. Every quarter, Goggin publishes a full GPIV issue covering his current picks, with detailed company reports, updated valuation work, and his read on what is happening in gold markets and the broader precious metals sector.

Each issue explains the “why” behind each recommendation, not just the ticker. That matters in gold mining, where many cheap stocks stay cheap for good reasons. Goggin’s research helps you understand the difference.

If you have ever felt lost trying to follow gold stock ideas, this newsletter can give you a clearer framework for thinking about the space. I found it useful even as someone who follows macro trends closely.

Feature 2: GPIV Live Model Portfolio

You get real-time access to Goggin’s model portfolio, which tracks all five of his active GPIV picks with live pricing against benchmarks and target prices.

That means the moment you join, you’re looking at several opportunities already stewing in the pipeline that you can take advantage of right now.

I particularly like this feature because gold stocks can move fast, and waiting three months for the next quarterly issue to find out if a pick is still valid isn’t realistic.

Whether you prefer to be hands-on or take a more passive approach,having everything in one dashboard means you’re never flying blind between issues.

Feature 3: GPIV Live Fundamentals

This is one of the more practical tools in the service. It gives you real-time data on each pick’s market cap, enterprise value, and percentage of revenue by metal.

A miner can look cheap on the surface while hiding major risks in its revenue mix or capital structure.

The Live Fundamentals tool helps you track whether Goggin’s Golden Anomaly thesis still holds as market conditions change.

Having the numbers live in front of you makes it much easier to stay confident in a position when gold gets volatile.

Feature 4: Members-Only News and Analysis

Between quarterly issues, Goggin provides timely updates whenever important gold industry news breaks — Fed moves, shifts in China’s gold strategy, central bank buying trends, Treasury auction results, or major mining stock developments.

Gold stocks can move fast, and having someone you trust filtering the noise matters. This feature does that job without requiring you to monitor everything yourself.

For anyone following multiple positions at once, this is genuinely one of the most underrated parts of the service. Goggin doesn’t just hand you a ticker and disappear, but he walks with you to the end of an investment to give you a real chance at success.

Feature 5: Starter Guide — “Why Golden Portfolio IV Is Your Ultimate Gold Investment”

Before diving into the portfolio, I recommend checking out this foundational guide that outlines Goggin’s overall approach to gold-mining investing.

In it, you’ll see how smaller gold explorers and developers can produce outsized returns, what Goggin looks for in companies with serious upside potential, why gold royalty companies can be especially attractive during a gold cycle, and which types of companies to watch even when gold prices dip.

It sounds like a lot, but Garrett does an amazing job of making each new concept clear and practical.

Whether you’re brand new to gold or have been following it for years, this guide gives you a clearer framework for how Goggin thinks, and that’s genuinely useful before you put money behind any of his picks.

Feature 6: Members-Only Bonus Recommendation #5

As an added bonus, you’re getting Garrett’s insights on a gold royalty company, not a miner. That makes it a different kind of exposure and a useful complement to the core four picks.

Royalty companies finance mining projects and collect royalties paid in gold for the life of a mine. 

They have no need to deal with the day-to-day operating costs and risks that miners carry, which makes them a more capital-efficient way to benefit from rising gold prices.

The bonus pick is partnering with Tether for a new institutional gold account, is already up 139% year-to-date, recently completed a merger with another profitable royalty company, and is preparing to list on the NYSE. 

You’ll get the full scoop inside, along with its name and ticker symbol, so nothing’s holding you back from acting on it. 

>> Access Garrett Goggin’s Bonus Pick <<

Golden Portfolio IV Pricing and Renewal Terms

A full one-year subscription to Golden Portfolio IV costs $189. That includes everything above: the quarterly newsletter, all five stock picks, including the bonus royalty recommendation, real-time model portfolio access, the Live Fundamentals tool, members-only news analysis, and the starter guide.

Honestly, at less than $4 a week, this is one of the more accessible services I’ve reviewed in this space.

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

A Note on Claims

GPIV’s track record includes individual picks that returned 115%, 515%, 1,307%, and 2,050% since inception in January 2024. The service is up 1,158% overall since launch, compared to roughly 46% for the NASDAQ over the same period.

These numbers are impressive, and Goggin backs each pick with field research and valuation work rather than narrative alone. That said, I treat these as examples of what the strategy has produced under favorable conditions, not as a guarantee of what you will see.

The macro thesis around the petrodollar is supported by real events — the Strait of Hormuz yuan toll, Saudi Arabia’s decision to let the 1974 petrodollar agreement lapse, China’s payment infrastructure buildout, and Treasury auction weakness. These are documented developments, not speculation. Whether they play out the way Goggin expects is a separate question.

As always, past performance does not guarantee future results, and position sizing matters.

Golden Portfolio IV Member Reviews

The testimonials featured in the Golden Portfolio IV presentation are positive, with members highlighting Goggin’s research quality, his direct communication style, and the actionable nature of his recommendations.

Do keep in mind these came directly from the GPIV presentation, so take them with appropriate skepticism. That said, the feedback is encouraging for anyone considering the service.

Pros and Cons Summary

After a thorough The Golden Portfolio IV review, here are my top pros and cons:

Refund Policy

Golden Portfolio IV comes with a 30-day Golden Guarantee. If you decide within the first 30 days that the service is not right for you, you can cancel and receive a refund minus a 25% test-drive fee. See our full refund and cancellation guide to know more details about this promotion

You get to keep the free starter guide regardless of whether you request a refund. It is not a completely risk-free trial, but it gives you enough time to read through the first issue and evaluate whether Goggin’s research style and thesis fit your portfolio. You can read our full checklist on Golden Portfolio IV’s red flags here 

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

Alternatives Worth Considering

Commodity Supercycles (Stansberry Research)

Golden Portfolio IV concentrates almost entirely on gold-related equities, using a specific NAV-gap methodology to find undervalued miners. Commodity Supercycles covers the resource sector more broadly, looking at oil, copper, agricultural products, and other commodities using long-term supply and demand analysis. If you want a wider commodity lens rather than a gold-specific one, this is worth exploring.

Gold Stock Bull (Jason Hamlin)

Both services operate within precious metals and mining equities. Gold Stock Bull tends to survey a larger number of mining companies across gold, silver, and other metals, while Golden Portfolio IV focuses on a smaller set of names that fit Goggin’s specific valuation thesis. The approaches differ more in scope than in philosophy.

Gold Newsletter (Brien Lundin)

One of the most established publications in the precious metals space, Gold Newsletter covers macro conditions, gold and silver markets, and a range of mining and exploration companies. Golden Portfolio IV is more focused — fewer picks, deeper research per pick, and a tighter thesis. If you want broader commentary on the sector alongside specific ideas, Lundin’s newsletter offers that wider view.

Is Golden Portfolio IV Worth It?

After putting this Golden Portfolio IV review together, I think it is worth considering if you want focused gold mining exposure without doing all the research yourself. 

Garrett Goggin’s Death of the Petrodollar thesis is bold, but it is grounded in documented events that I can get behind.

What I like most is the structure. You get the quarterly newsletter, live model portfolio, real-time fundamentals, timely updates, and a bonus royalty pick in one place — and all of it is connected to a coherent macro thesis rather than a scattered list of tickers.

At $189, this is accessible enough that even one successful pick could more than cover the cost. If you are already thinking about gold as part of your strategy and want Goggin’s research to guide your next step, this is a practical place to start.

The discount window on these picks will not stay open forever. As gold moves higher and the broader market catches on, the Golden Anomaly Goggin has identified will begin to close.

If you’ve been on the fence about gold miners, this is the kind of research that makes the decision a lot easier. Don’t wait until the gap closes to find out what you missed. 

>> Join Today & Start Profit From Gold With GPIV <<