JO
AAUC

John Overdeck’s Allied Gold Corp AAUC Stock Holding History

John Overdeck’s Portfolio AAUC Stock Details AAUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.6M Sell
1,541,048
-97,098
-6% -$2.74M 0.03% 707
2026
Q1 		$50.8M Buy
1,638,146
+1,230,828
+302% +$37.2M 0.04% 500
2025
Q4 		$9.32M Buy
407,318
+7,151
+2% +$138K 0.01% 1176
2025
Q3 		$7.01M Buy
400,167
+77,134
+24% +$1.08M 0.01% 1195
2025
Q2 		$4.37M Buy
+323,033
New +$4.57M 0.01% 1307

Other funds holding AAUC

HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

John Overdeck's AAUC Position: Q2 2026 in Review

John Overdeck reduced its Allied Gold Corp (AAUC) stake by 5.9% in Q2 2026, selling an estimated $2.74M and leaving 1,541,048 shares worth $36.6M. The position accounts for 0.03% of the portfolio, ranked #707.

John Overdeck first reported a position in AAUC in Q2 2025 and has held it in 5 quarters since. The position peaked at $50.8M in Q1 2026. 133 funds tracked by Wall St. Rank hold AAUC as of Q2 2026.

  • John Overdeck held 1,541,048 shares of Allied Gold Corp worth $36.6M as of Q2 2026.
  • John Overdeck sold 97,098 Allied Gold Corp shares in Q2 2026, an estimated $2.74M.
  • Allied Gold Corp made up 0.03% of John Overdeck's portfolio in Q2 2026, its #707 holding.
  • John Overdeck first reported a position in Allied Gold Corp in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's Allied Gold Corp position peaked at $50.8M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Allied Gold Corp as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.