Stu, the selling/price is not about anticipatory POG, from what I can see- it's about *actual* POG. Today, POG was around $1345, and there was a decline from yesterday, too. So, all up, POG had fallen about $35/oz, and that was what affected SLR, and may other goldies today.
At any given moment, we can watch POG and trading, and most of the gold companies just move with that. It's the perfect indicator.