Just playing devil's advocate, but how do you know that the 2011 movements weren't a withdrawal from mtGox that went into someone else's non-mtGox cold storage?
There are about 150k coins that caused the feb 6th spike in bitcoin days destroyed. It's a single owner and close to mtgox. It's either McCaleb or gox. I'm thinking it's McCaleb and it could be that he was trying to save the coins from bankruptcy. This has to be investigated.