Don't count gold out. It's already up in late trading, and odds are that it will pass $2,000 on a sustained bull run.
Likewise NAK's fundamentals are too strong, and its touted opposition has never been able to take hold of the people of Alaska. A bill to put salmon's protection above Pebble's mine was shot down by a margin of 2 out of 3 voters.
NAK is also edging up. NOW would be the time to buy some shares. Say 1/4 or 1/3 of what you plan to invest in NAK.