Barron's John Hathaway On Gold 9-29-2007

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John Hathaway manages the Tocqueville Gold Fund (ticker: TGLDX). The fund is up nearly 12% this year, versus 9% for the Standard & Poor's 500 and 17% for the XAU, the Philadelphia Exchange's Gold and Silver sector index. That follows on the heels of last year's 39% and average annual returns the past five years of 27%, versus 14% for the S&P and 20% for the XAU.

Below is a portfolio of gold stock ideas that Hathaway gave to Barron's in a interview.

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