Paulson & Co, their recent 8.7% stake in GLD ($2.8 billion) also bears a risk, when they would dispose of their enormous stake over a short timeframe. However Paulson also bought into Ashanti for $1.3 billion, they must be convinced that Gold has great potential.
Interesting is that Alan Greenspan is on their board, was he involved with this strategic move? He definitely is best informed on the real and actual gold situation with the Central Banks and IMF gold swaps and leases never to return to their original owners, but still on the books as if.