Rebalancing & Gold Rounds - Anyone Else Adjusting Their Mix?

• •Been wrestling with how to rebalance my portfolio lately, especially with everything going on.
• •Usually, I'm pretty hands-off, letting my asset allocation do its thing, but the current global economic tides are making me a little antsy.
• •I'm sitting on a decent chunk, about 600k in my IRA, and a good portion of that is in Gold Rounds.

Been wrestling with how to rebalance my portfolio lately, especially with everything going on. Usually, I'm pretty hands-off, letting my asset allocation do its thing, but the current global economic tides are making me a little antsy. I'm sitting on a decent chunk, about 600k in my IRA, and a good portion of that is in Gold Rounds. Got into them a few years back – felt like a no-brainer given my long-term view of currency debasement and the general geopolitical instability, especially here in the Pacific. That move has definitely paid off, especially compared to some of the other stuff.

My original thinking was around 10-15% physical gold, and I’m definitely above that now with the recent run-up. The question now is, do I rebalance back down to that percentage, or do I let it ride a bit longer? A part of me is feeling pretty good about the insurance it provides, living out here in Honolulu where global events can sometimes feel a little too close to home. Then again, diversification is diversification for a reason, right? I'm trying to avoid letting emotion dictate strategy, but it's tough when you see those gains.

Beyond that, it's also got me thinking about future RMDs. I'm not quite there yet, still a few years out, but already planning for it. My buddy just showed me this RMD Calculator at Gold IRA Blueprint and it's given me a lot to chew on about how these gold rounds will factor in when I finally have to start taking distributions. It's a whole different ballgame liquidating physical assets compared to stocks or bonds.

Anyone else in a similar boat, or have strong feelings on whether to trim physical gold after a big run? What are your strategies for keeping your allocation diversified while still capitalizing on strong performers? Always good to hear other perspectives.