I browsed through the latest SEC filing from Soros Fund Management and found out that Soros has quite big exposure to gold and gold miners: 17,5% of the whole portfolio.
The biggest position is by far the SPDR Gold Trust (638 MUSD). The rest of 890 MUSD gold related position is invested in gold miners. As the list of holdings is quite long (hundreds of entries), I may have missed something. I basically browsed through all with word "gold" or "resource" and found these:
ALLIED NEVADA GOLD CORP
BARRICK GOLD CORP
FREEPORT-MCMORAN COPPER & GOLD
GAMMON GOLD INC
GOLD FIELDS LTD
GOLDEN STAR RES LTD
GREAT BASIN GOLD LTD
IAMGOLD CORP
KINROSS GOLD CORP
MARKET VECTORS ETF TR GOLD MINER ETF
MARKET VECTORS ETF TR JR GOLD MINERS
NOVAGOLD RES INC
SPDR GOLD TRUST GOLD SHS
SEABRIDGE GOLD INC
From the gold miners. Soros has by far the largest positions in Novagold (90 MUSD) and Kinross Gold (66 MUSD).
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