http://www.caseyresearch.com/cdd/chris-martenson-official-gold-numbers-dont-add-up

Why There May Be a Lot Less Gold than We Realize

Chris Martenson, Cofounder, Peak Prosperity

Exactly How Much Gold Do We Have?

There's growing concern that a lot of official gold has been leased out into the market and that sooner or later, as happened back in the late 1990s, one or more parties, perhaps bullion banks or a metals exchange, would run into difficulty trying to meet a physical gold delivery commitment.