I've read that that tax does NOT apply to gold anyway:

"And it will apply only to iron ore and coal — Australia's biggest exports, while exempting metals that generally reap lower profits, such as nickel, gold, copper and uranium." (July 2, 2010 Associated Press).

So, i suspect that stocks such as this have been beaten down somewhat over this unduly by people reacting to misinformation or false assumptions since it didn't even apply to them.