Rebalancing ROTH and Traditional - Gold Allocation?

• •Alright, so I’ve been looking at my portfolio lately, and with the gold prices doing their thing, I’m wondering about rebalancing.
• •I’ve got about $200k split pretty evenly between a Roth and a Traditional IRA.
• •Started with about 15% gold, and it's probably closer to 20-22% now with how things have been going.

Alright, so I’ve been looking at my portfolio lately, and with the gold prices doing their thing, I’m wondering about rebalancing. I’ve got about $200k split pretty evenly between a Roth and a Traditional IRA. The gold side, mostly physical coins and some numismatics through Augusta and Lear Capital, has been a decent chunk of that for the last 4-5 years now. Started with about 15% gold, and it's probably closer to 20-22% now with how things have been going. Given the inflation whispers and frankly, the border economy here in El Paso, having some tangible assets just feels right, you know?

My initial thought was to pull some of the gains from the gold side and reallocate to some of the lagging tech stocks or even a few high-dividend energy plays I’ve been eyeing. But then I started thinking, is this really the time to trim gold? We’re seeing so much flux, and honestly, the stability gold brings to my overall portfolio, especially with my small businesses fluctuating, has been a comfort. My wife even jokes about "gold standard" for our family finances. I used the Gold IRA Calculator last week to get a better sense of where things sit if gold continues on its current trajectory versus if I pulled some out – pretty eye-opening numbers either way, depending on what assumptions you plug in.

I hear a lot about a 10-15% allocation being ideal for gold, but with all the geopolitical craziness and economic uncertainty, I'm leaning towards keeping a slightly higher percentage. What are you all doing in this kind of environment? Are you sticking to a strict rebalancing schedule, or are you letting some of your asset classes run a bit longer if they’re performing well a specific way? Especially curious if anyone here is in a similar asset range or has a good pulse on markets given their own regional insights.

Part of me feels like I should just let it ride, but the disciplined investor in me says stick to the plan. It's tough when your gut and your spreadsheet are telling you slightly different things. Any wisdom from the crowd would be appreciated. What’s your gut telling you these days?