There are very few true growth companies in the gold sector. However, I think one company with a lot of potential to grow is Glamis Gold (GLG:NYSE - news - research - Cramer's Take). They have several great properties in North and South America and have a management team that understands efficiency. They also have a strong pipeline and reserves. I also like Newmont Mining (NEM:NYSE - news - research - Cramer's Take), which is my largest holding in the fund. They are a very well diversified company with great properties in many locations. From a geopolitical point of view, they are diversified. Plus, Newmont has a history of being sophisticated when it comes to technology.