I don't know if you have noticed this, but sentiment on the gold miners is at a record low on a 3 year period (because the free chart only goes for 3 years...)
Each time when we see a bottom in sentiment, the gold miners are bottoming out.
I believe the best place to go right now is in gold mining stocks and I'll put the money where my mouth is, especially when Goldman Sachs tells you to sell your gold.
Some suggestions: ASM, EXK, NEM.
Disclosure: I am long AGQ.