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finance
personalfinance
investing
gold
8524535
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# George Soros sells his gold
## George Soros, the hedge fund investor who called gold "the ultimate
bubble", has sold almost his entire holding of the precious metal, leading to
fears that the price is about to fall.
![George Soros - George Soros sells his gold][1]
George Soros sold most of his gold ETF holdings but bought shares in two
mining companies Photo: Bloomberg News
[![Richard Evans][2]][3]
By [Richard Evans][4] 6:34PM BST 19 May 2011
[Comments][5]
The investor, famous for his £10bn bet against the Bank of England in 1992,
made his "ultimate bubble" remark in January last year but acted to cut his
holding only in the first quarter of this year.
Holding on has proved hugely profitable - in January 2010 gold was trading at
about $1,100 an ounce, whereas the lowest price during the first three months
of 2011 was more than $1,300. The highest was about $1,450.
It is not known exactly when Mr Soros sold his gold, which was held via the
Soros Fund Management investment vehicle. Filings to the Securities and
Exchange Commission (SEC), the American regulator, showed that he had sold
99pc of his holding in SPDR Gold Trust, an exchange-traded fund (ETF) backed
by gold bullion, by the end of March.
The New York-based fund sold its entire holding in iShares Gold Trust, a
similar investment. But Mr Soros bought shares in two mining companies,
Freeport-McMoRan Copper & Gold and Goldcorp.
This may have been a smart move. "As the precious metals rally ends, you'll
get transition toward related equities," James Dailey of Pennsylvania-based
Team Financial Asset Management, told Bloomberg. "You don't see any
speculative appetite for gold stocks yet."
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The gold price fell slightly following the announcement that Mr Soros had sold
his holdings.
Not all investors share his view. Paulson & Co, the US hedge fund run by John
Paulson, left its holding in the SPDR Gold Trust unchanged, filings to the SEC
showed. And Hal Lehr, a commodity trader at Deutsche Bank, was quoted by
Bloomberg as saying: "I'm bullish on gold despite its current levels. It could
reach $2,000 an ounce in the next eight months."
While gold ETF holdings fell by 3.3pc in the first quarter of the year, there
is evidence that some of the proceeds were used to buy gold bullion directly.
Gold's bull run has been driven by its traditional status as a trusted store
of value in times of economic turbulence. In particular, investors have
worried that the policy of "quantitative easing" adopted by many central banks
is devaluing paper currencies.
The metal's enthusiasts point out that, while the authorities can print
unlimited amounts of sterling or American dollars, the supply of gold is
finite.
More recently, the sovereign debt crisis in the eurozone has supported the
gold price. But investors worried that gold is indeed a bubble may prefer to
follow Mr Soros's example and sell. Betting against him can be expensive, as
the Bank of England would agree.
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