You're starting to see major gold producers increasing their dividends. Including Newmont Mining (NEM), Goldcorp (GG) and, just the other day, Agnico-Eagle Mines (AEM). I own all three. Another major producer is Barrack, which I don't own directly but is a large part of the Market Vectors Gold Miners ETF that I do hold.
If this trend continues, we could see the day when some of these gold miners become core holdings of trust companies and other institutional investors -- which have traditionally not been investors in the mining companies. Yet they would if gold prices stay up, and the miners return cash to their shareholders.
John Hathaway has pointed this out more than once, and it makes sense.
And, should it prove true, means even more wind at the backs of gold mining stocks in the years to come.