"Barrick's hedge book wasn't transacted on an exchange. They owe a bullion bank(s) gold or a reasonable facsimile."

One would think we should be able to track down who this is since Barrick is a publicly traded company.

One of the problems is that Barrick has been less than transparent with shareholders as to the nature of their hedge book. I believe that is stated in several articles that were posted here on the subject.