And just out: zerohedge reporting on Paul Mylchreest' Thunder Road report.

"Furthermore, Rabobank has followed in the footsteps of ABN Amro in suspending delivery of physical bullion to its clients. With rumours circulating that a major bullion bank is preparing to change its delivery agreements, the implication being that it too will suspend or curtail physical delivery, we are wondering whether the breakdown in the physical versus paper gold markets is approaching...leading to price discovery for physical gold itself."

http://www.zerohedge.com/news/2013-07-27/gold-and-endgame-inflationary-deflation