good read on why gold stocks about to rally, page-13

extract from cnbc,,,,,fyi

Soros also slashed stakes in gold and silver mining companies during the first quarter. The firm owned 1.4 million shares of Kinross Gold [KGC 14.84 0.22 (+1.5%) ] at the end of the quarter, down from 4 million shares three months earlier. Holdings in Novagold Resources [NG 10.35 0.05 (+0.49%) ] dropped to 3.5 million shares from 12.9 million.

And the filing included no listing for Pan American Silver after Soros reported owning 19,900 shares three months earlier. The disappearance typically means the stake was sold off completely, although firms occasionally can omit listing positions that are being actively traded.