Soros has sold nearly all his gold. He has also massively trimmed his stakes in Bank of America Corporation, J.P. Morgan Chase & Co. and Wells Fargo & Co. He has however increased his positions in Citigroup.
John Paulson has kept his position in gold, but some rumours circulated that he might have lightened up since his 31 Mar filings. He also loaded up on HP and Transocean in the last quarter.
As I have stated in the previous article, I am still bullish on gold, but have already got rid of my position, and will not add for currency conversion reasons.
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