via SafeHaven - Falling COMEX Gold Stocks
David Chapman has a good synoposis of dishoarding of COMEX stocks by JP Morgan Securities and Scotia Mocatta, the two sources of bullion during the sell-off.
Warehouse gold stocks have declined to where they were in 2009.

source: http://www.safehaven.com/article/29922/the-falling-comex-gold-stocks
via GATA - Got Gold Report
Gene Arensbeg's analysis of open interest of futures contracts shows that hedge funds are overwhelmingly short, while bullion banks are overwhelmingly long:
http://www.gotgoldreport.com/2013/05/courtesy-release-of-new-video-got-gold-report.html
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