They are dumping paper gold to decrease the price and thus "strengthen" the USD.
It's just paper gold that are being dumped, the low price are making people buying physical as crazy.
I've noticed the main online dealers are backed up or out of stock, folks buying like crazy. My local coinshop the same. Not only that, whatever is available they are asking double the juice.
Quite right, the story is the same all round, sold out / high premiums.