Find out more about our team and how the Australian Gold Fund began.
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We invest in precious metals and mining companies, informing our decisions using quantitative data analysis. We also publish our findings here, presenting in conferences and delivering precious metals investing solutions via a renowned Australian financial publisher.
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See how our fund performs against industry benchmarks over time as we put our unique investment approach and research to the test.
You will find our quarterly fund performance reports and track record of returns here.
*2025 March and 2024 December quarter performance report released on 12th April 2025*

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Check out all our precious metals and mining stock research including archived valuation reports of ASX-listed gold producers from 2016-2021 and conference presentations.
You will also find our quarterly industry reports from 2019-2021.

Watch our regular market update videos or read our archived reports covering macroeconomics, politics and miscellaneous topics here.

Every Tuesday, Brian writes for Fat Tail Daily, a free-newsletter service offered by Fat Tail Investment Research.
Learn about what is happening in the global economy and financial markets from an alternative perspective.
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In this standout session from the 2026 Gold Coast Gold Conference, Brian Chu shares a remarkable real-world story of a gold investor who turned $170,000 into $1.5 million after first suffering a brutal 75% loss. Brian unpacks the lessons behind this journey, revealing the disciplined research approach and mindset shifts that separate investors who recover and thrive from those who don't. A must-watch for anyone serious about building lasting wealth through gold and mining stocks.
Brian Chu, Founder of the Australian Gold Fund, in conversation with Kerry Stevenson - Founder of Making Money Matter and organiser of the Gold Coast Gold Conference - for a wide-ranging macro conversation ahead of the 2026 conference. Drawing on insights from his book Gold's True Message: A Guide to Building Wealth in a Failing Monetary System, Brian explores why gold is not simply rising in price, but rather reflecting the slow erosion of paper currencies through fiscal deficits, sovereign debt expansion and persistent inflation. A must-watch for investors seeking long-term positioning across physical bullion, ETFs, and mining stocks.
Gold and silver are breaking records, but the biggest opportunities may still lie ahead. In this keynote presentation from the Australian Gold Conference 2025, Brian Chu reveals what's driving the surge in precious metals and where investors should be looking next. From ASX gold producers and emerging explorers to the impact of inflation, debt, and currency debasement, this session uncovers the trends reshaping the investment landscape and the opportunities emerging across Australia's mining sector.
At the 2025 Australian Gold Conference in Sydney, Brian Chu speaks with James “Woody” Woodburn, CEO of Fat Tail Investment Research, about gold, de-dollarisation, market psychology, and investing through uncertainty. Discover why gold remains a trusted store of value and how independent thinking can help investors navigate changing global markets.
As war erupted in the Middle East in early 2026, with the US and Israel launching strikes on Iran - Gold's role as the world's ultimate safe-haven asset has never been more relevant. Brian Chu explains why 2026 represents a generational opportunity for Australian gold stock investors.
Disclaimer: Not financial advice. Please contact an approved financial adviser before you take any action. All content in this video is based on opinions at the time of recording.
Disclaimer - None of the content constitutes financial advice. Everything in this video are opinions of the authors at the time of recording and may change with time and circumstances.
Disclaimer - None of the content constitutes financial advice. Everything in this video are opinions of the authors at the time of recording and may change with time and circumstances.
Disclaimer - None of the content constitutes financial advice. Everything in this video are opinions of the authors at the time of recording and may change with time and circumstances.