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GAU

Donald Smith & Co’s Galiano Gold GAU Stock Holding History

Donald Smith & Co’s Portfolio GAU Stock Details GAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58M Buy
23,101,316
+145,033
+0.6% +$410K 1.04% 33
2025
Q4 		$58.1M Sell
22,956,283
-1,159,642
-5% -$2.87M 1.09% 34
2025
Q3 		$52.8M Sell
24,115,925
-1,393,446
-5% -$2.6M 1.05% 33
2025
Q2 		$32.4M Sell
25,509,371
-582,676
-2% -$792K 0.76% 35
2025
Q1 		$32.4M Buy
26,092,047
+383,640
+1% +$472K 0.79% 36
2024
Q4 		$31.6M Buy
25,708,407
+1,827,084
+8% +$2.64M 0.76% 38
2024
Q3 		$33.9M Buy
23,881,323
+5,961,685
+33% +$9.51M 0.8% 39
2024
Q2 		$30.8M Buy
17,919,638
+947,328
+6% +$1.55M 0.79% 38
2024
Q1 		$23.8M Sell
16,972,310
-117,659
-0.7% -$120K 0.55% 42
2023
Q4 		$16.1M Buy
17,089,969
+4,817,585
+39% +$2.99M 0.41% 46
2023
Q3 		$7.22M Sell
12,272,384
-159,745
-1% -$99.3K 0.25% 47
2023
Q2 		$7.34M Sell
12,432,129
-171,790
-1% -$107K 0.25% 50
2023
Q1 		$7.35M Buy
12,603,919
+481,804
+4% +$266K 0.27% 50
2022
Q4 		$6.3M Buy
12,122,115
+2,151,971
+22% +$1.13M 0.25% 53
2022
Q3 		$4.84M Buy
9,970,144
+314,588
+3% +$141K 0.22% 55
2022
Q2 		$3.88M Buy
9,655,556
+2,505
+0% +$1.12K 0.17% 56
2022
Q1 		$5.34M Buy
9,653,051
+87,473
+0.9% +$58.1K 0.19% 57
2021
Q4 		$6.69M Buy
9,565,578
+1,158,834
+14% +$886K 0.24% 54
2021
Q3 		$6.05M Buy
8,406,744
+826,807
+11% +$732K 0.23% 55
2021
Q2 		$8.26M Sell
7,579,937
-1,655,856
-18% -$2.01M 0.32% 51
2021
Q1 		$10.3M Sell
9,235,793
-1,255,574
-12% -$1.5M 0.4% 49
2020
Q4 		$11.9M Sell
10,491,367
-1,669,472
-14% -$2.11M 0.51% 46
2020
Q3 		$16.8M Sell
12,160,839
-8,245,576
-40% -$13.1M 0.87% 32
2020
Q2 		$27.1M Sell
20,406,415
-1,951,550
-9% -$2.18M 1.34% 23
2020
Q1 		$17.6M Buy
22,357,965
+474,005
+2% +$418K 1.05% 27
2019
Q4 		$20.8M Sell
21,883,960
-802,020
-4% -$712K 0.76% 29
2019
Q3 		$20.8M Buy
22,685,980
+883,413
+4% +$779K 0.79% 29
2019
Q2 		$13.6M Buy
21,802,567
+809,259
+4% +$490K 0.54% 31
2019
Q1 		$13.1M Sell
20,993,308
-1,607,439
-7% -$1.13M 0.5% 34
2018
Q4 		$14.4M Buy
22,600,747
+1,367,823
+6% +$999K 0.53% 32
2018
Q3 		$17.1M Buy
21,232,924
+817,167
+4% +$766K 0.53% 32
2018
Q2 		$21.8M Buy
20,415,757
+284,309
+1% +$320K 0.63% 33
2018
Q1 		$20.1M Sell
20,131,448
-87,988
-0.4% -$73.4K 0.54% 36
2017
Q4 		$14.3M Sell
20,219,436
-53,954
-0.3% -$43.7K 0.35% 42
2017
Q3 		$19.3M Buy
20,273,390
+3,475,819
+21% +$4.08M 0.47% 36
2017
Q2 		$25.7M Buy
16,797,571
+13,902,657
+480% +$28.7M 0.63% 37
2017
Q1 		$7.56M Buy
2,894,914
+886,424
+44% +$2.74M 0.19% 61
2016
Q4 		$6.15M Sell
2,008,490
-1,010
-0.1% -$3.49K 0.16% 60
2016
Q3 		$8.44M Sell
2,009,500
-79
-0% -$333 0.23% 54
2016
Q2 		$7.66M Sell
2,009,579
-175
-0% -$579 0.21% 58
2016
Q1 		$4.28M Buy
2,009,754
+9,754
+0.5% +$17.9K 0.12% 63
2015
Q4 		$2.92M Buy
2,000,000
+752,461
+60% +$1.19M 0.08% 66
2015
Q3 		$1.83M Buy
1,247,539
+877,639
+237% +$1.41M 0.06% 65
2015
Q2 		$633K Buy
+369,900
New +$597K 0.01% 74

Other funds holding GAU

RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Donald Smith & Co's GAU Position: Q1 2026 in Review

Donald Smith & Co increased its Galiano Gold (GAU) stake by 0.63% in Q1 2026, buying an estimated $410K and bringing the position to 23,101,316 shares worth $58M. The position accounts for 1.04% of the portfolio, ranked #33.

Donald Smith & Co first reported a position in GAU in Q2 2015 and has held it in 44 quarters since. The position peaked at $58.1M in Q4 2025. 92 funds tracked by Wall St. Rank hold GAU as of Q1 2026.

  • Donald Smith & Co held 23,101,316 shares of Galiano Gold worth $58M as of Q1 2026.
  • Donald Smith & Co bought 145,033 Galiano Gold shares in Q1 2026, an estimated $410K.
  • Galiano Gold made up 1.04% of Donald Smith & Co's portfolio in Q1 2026, its #33 holding.
  • Donald Smith & Co first reported a position in Galiano Gold in Q2 2015 and has held it in 44 quarters since.
  • Donald Smith & Co's Galiano Gold position peaked at $58.1M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Galiano Gold as of Q1 2026.

Based on Donald Smith & Co's 13F filing for Q1 2026, filed 14 May 2026.