Gold prices jumped dramatically last year and then soared through the $US5,000 milestone last month: Now the price is suddenly heading south as profit takers push the price down closer to $US4,660. Some listeners may have missed the gold rally, our guest today - a specialist gold mining stock picker - says this might be a time to reconsider.

David Franklyn of the Argonaut Gold Fund joins Associate Editor - Wealth, James Kirby in this episode.

In today's show, we cover:

• Gold prices drop as rally stalls...how to play the pullback?
• Why gold miners are set to boom in the next phase of the gold rally
•  Managed funds versus ETFs for gold investors
• Top gold stocks to consider now