Bigworld, Fwiw I started a position in the gold miners ETF recently (GDX), as a longish buy/hold. Jim Rickards makes a good case for the miners, and the chart looks interesting.
I figure GDX will be the core position, and then may add some smaller caps via the GDXJ. The one you mentioned, NGD/New Gold, also looks very interesting. Wish I could get more of both the miners and physical gold, but will have to be satisfied with a gradual accumulation.
Things will get interesting if China does that mega devaluation of the yuan. Also the looming showdown with N. Korea and the crumbling of the petro dollar system are compelling reasons to overweight gold/silver. Earlier in the year there were reports that Soros was exiting the US stock market.
Rickards thinks the Fed will have to put their interest rate hikes on hold due to the weakening economy. Looks like the stock market will be skating on thinner and thinner ice as we head into 2018..