TPP recommended a decently sized position in GLD on 7/11. At the time I was maintaining a public Pivotal Portfolio, and it was for 2 units on top of being 100 long at 10 units, for 120% exposure with leverage. So if you want call this 15-20% is up to you.
Then on 8/23, I wrote a special mid week post on the blog pointing out that GDX had joined GLD above all pivots, and even SLV was starting to perk up.
And here's the percentage gain from 8/23 that move on, still 8.5%.