John Paulson did quite well during the third quarter of 2013, it appears. After his long portfolio shrunk from close to $18 billion at the end of the first quarter to just over $14 billion at the end of the second, 2013 looked like it could be a rough year for the manager. In the third quarter the portfolio recovered and was worth around $15.5 billion at the end of September. In the quarter Paulson stayed a big fan of gold. His single biggest holding was in SPDR Gold Trust (ETF) (NYSEARCA:GLD). More than $1.3 billion of his portfolio was…
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