President Trump and his financial advisors have been busy, buying and selling more than 7,287 securities since retaking office.
Addison Wiggin has been paying attention to these moves and he’s found an unusual income strategy buried deep inside the financial disclosures that point to a “Trump Royalty Income” strategy.
The Teaser
Anyone can implement this strategy as long as they know how to take three simple steps.
Addison is the founder of the Grey Swan Investment Fraternity newsletter publisher and an author of such titles as Financial Reckoning Day, Empire of Debt, and The Demise of the Dollar, so you know he’s a cheery guy.
We have reviewed some of his most recent teasers, including his Anthropic Exposure Stock Plays and 50-Year Super Deal Stocks, among others.
We’re told that “Trump Royalty Income” has nothing to do with some bloated government program.
Rather, it’s an opportunity that let’s us collect money in the public markets and take advantage of the current economic climate.
Addison adds that we can get started for less than $29, while recommending that we take advantage of this strategy before October 30th at 11:30 AM Eastern Time, which is oddly specific.
What Addison is referring to is a line item in Trump’s 927-page financial disclosure report to the U.S. Office of Government Ethics.
The President’s vast holdings are divided into multiple accounts, which is a prudent move, and a good reminder never to deposit all of your money with a single broker, but I digress.
Our line item buried deep in the President’s flurry of trades is a position in Royal Gold Inc. (Nasdaq: RGLD).
Per it’s name, Royal Gold is a royalty company that provides exposure to a diversified, cash-flowing portfolio of precious metal assets without the traditional risks of exploration and production.
Gold went up 65% last year, crushing every other major asset class and despite the pullback over the last few quarters, the long-term bull case remains in place.
Royalties are a leveraged play on the shiny metal, offering greater upside and income, and there’s three steps we can take to set ourselves up for “Trump Royalty Income.”
The Pitch
Addison has assembled a list of the gold royalty companies that are primed to generate above-average profits and they are revealed only in a report called “Trump Royalty Income: Create Income From Gold.“
To get our hands on it we will need to become full-fledged members of the The Grey Swan Investment Fraternity, which would set us back $297 for the first year or $49 for the first quarter and $99 every three months thereafter.
Three Steps to Royalty Income
We’ve all heard the famous Warren Buffett quote:
The best business is one that is a royalty on the growth of others
Addison’s first step is simply to apply this to gold, as Trump and the world’s biggest hedge funds like BlackRock and Citadel have already done.
First Step: Own Gold Royalty Stocks
If we follow the money, central banks, with few exceptions, along with institutional and retail investors alike, have been net buyers of gold.
Historically, gold royalty stocks have outperformed physical gold by about 5x, and the macro conditions are rife for this to continue.
Second Step: Own the Right Gold Royalty Stocks
Owning the right gold royalty companies is where the alpha comes from as it’s that much more difficult than simply buying the metal.
Obviously, this is a segway into the list of gold royalty companies that Addison is teasing, but he also adds that the right time is nearly as important as owning the right royalties.
This is because October 30th is the date that one of his gold royalty picks is due to report quarterly earnings and Addison is expecting fireworks in the form of news on a “cash flow monster goldmine.”
Addison says “it’s pulling an ounce of gold out of the ground at a cost of only $200,” and when they deliver this news, he fully expects the stock to rocket.
Third Step: Own a Diversified Portfolio of the Right Gold Royalty Stocks
At this point, Addison’s steps are more elementary than a spelling bee.
However, the power of owning a diversified basket of passive income-producing assets shouldn’t be discounted, as it is one of the very best ways to compound capital through reinvestment.
All that’s left to find out now is the right gold royalty stocks to own.
Revealing Addison Wiggin’s “Trump Royalty Income” Gold Stocks
We get a sample of clues about each one of Addison’s picks, here is what we know:
#1: The Bank For Gold
- This company has been paying regular income to investors for almost two decades.
- It has a “lottery ticket” attached to it, a mine in Panama that was shut down in 2023 by politicians and is now set to be reopened by the new government.
This is First Quantum Minerals Ltd. (OTC: FQVLF).
- First Quantum’s Cobre Panama mine contract was ruled unconstitutional by Panama’s Supreme Court in 2023, but a reopening is currently being considered.
#2: The Silver Tsunami
- This mine financier derives 37% of its business from silver mines, holding contracts to acquire silver for as little as $4.56 per ounce.
Wheaton Precious Metals Corp. (NYSE: WPM) is the name we’re looking for here.
- Wheaton financed Mexico’s Peñasquito mine to the tune of $485 million, receiving the right to purchase 25% of the mine’s silver production starting at a fixed starting price of only $3.90 per ounce.
#3: Capturing Cash Flow
- Over the years, this gold royalty company has been working with a “cash flow monster goldmine.”
- It estimates that it will be able to pull gold out of the ground at this mine for $100 to $200 of AISC (“All In Sustaining Cost”).
Addison could be talking about Eldorado Gold Corp. (NYSE: EGO).
- In it’s 2026 production and cost guidance, Eldorado cited an AISC of $100-$200 at it’s Skouries copper/gold deposit in Northern Greece.
Make 12x Your Money?
Addison’s profit forecast requires a breakdown.
His gold price call is $22,227 within the next two years.This is more than 7x today’s price and if we add the median 5x gold miner premium to this, we end up with a figure of 12-13x.
The only path I see for this coming to fruition over the short-term is an official revaluation of U.S. gold reserves.
I’m not holding my breath for this happening, as the odds are so low, there isn’t even a prediction market for it.
However, the national debt is above $40 trillion, adding $1 trillion of debt every 157 days, and interest expense is now the federal government’s second-largest expense. There’s no getting out of this debt spiral, except to inflate it away over time.
This, above all else, keeps me bullish on hard assets and stores of value, such as metals.
As a segway to Addison’s picks, Wheaton Precious Metals is the logical choice as a pure royalty play with no operational or cost-inflation risks. But we would be paying up for the privilege, with Wheaton trading at 30x current earnings.
This isn’t bad considering it is a royalty business, but Eldorado Gold is a low-cost producer, trades for less than net asset value (NAV), and has yet to have a big run-up in price.
Importantly, Eldorado also operates in mining jurisdictions with far less geopolitical risk than First Quantum, so we can rest easy owning it without fear of waking up to news of our asset being seized.
Can’t say we would make anything near 12x our money owning these, which is an overly-aggressive target even by investment newsletter standards, but as the dollar continues depreciating, scarce assets that cannot be created by a keystroke will appreciate at an accelerating rate.
Quick Recap & Conclusion
- Addison Wiggin has found an unusual income strategy buried deep inside Trump’s financial disclosures that point to a “Trump Royalty Income” strategy.
- What Trump’s 278-T disclosure report to the U.S. Office of Government Ethics revealed is that the President owns shares in a gold royalty company.
- Addison has assembled a list of gold royalty companies that are primed to generate above-average profits and they are revealed in a report called “Trump Royalty Income: Create Income From Gold.” To get it we will need a subscription to Addison’s Grey Swan Investment Fraternity, which would set us back $297 for the first year.
- Fortunately you can put your CC away, as we were able to reveal all three for free! They are First Quantum Minerals Ltd. (OTC: FQVLF), Wheaton Precious Metals Corp. (NYSE: WPM), and Eldorado Gold Corp. (NYSE: EGO).
- First Quantum keeps me up at night, Wheaton is the safe bet, and Eldorado is the medium-risk, high upside play.
What will the price of gold be in two year’s time? Leave your best guesses in the comments.