| Company | Market Cap | % Composition |
| SPDR Gold Trust (NYSE:GLD) | 57.11B | 17.6% |
| AngloGold Ashanti Limited (NYSE:AU) | 16.32B | 8.28% |
| Bank of America Corp. (NYSE:BAC) | 150.97B | 7.88% |
| Citigroup(NYSE:C) | 149.55B | 7.24% |
| Hartford Financial Services Group Inc. (NYSE:HIG) | 12.57B | 4.41% |
Bottom LineDespite the controversy, John Paulson's record over the last few years makes him a name worth watching.
