JO
CGAU

John Overdeck’s Centerra Gold CGAU Stock Holding History

John Overdeck’s Portfolio CGAU Stock Details CGAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9M Sell
999,881
-552,398
-36% -$9.68M 0.01% 1195
2026
Q1 		$27.6M Buy
1,552,279
+698,531
+82% +$12.4M 0.02% 767
2025
Q4 		$12.3M Buy
853,748
+250,479
+42% +$3.14M 0.02% 991
2025
Q3 		$6.47M Sell
603,269
-284,135
-32% -$2.27M 0.01% 1255
2025
Q2 		$6.4M Buy
887,404
+197,680
+29% +$1.35M 0.01% 1089
2025
Q1 		$4.38M Sell
689,724
-66,879
-9% -$409K 0.01% 1204
2024
Q4 		$4.31M Sell
756,603
-753,852
-50% -$4.84M 0.01% 1196
2024
Q3 		$10.8M Sell
1,510,455
-400,337
-21% -$2.75M 0.02% 723
2024
Q2 		$12.8M Buy
1,910,792
+561,065
+42% +$3.68M 0.03% 612
2024
Q1 		$7.98M Buy
1,349,727
+261,165
+24% +$1.41M 0.02% 740
2023
Q4 		$6.49M Buy
1,088,562
+433,261
+66% +$2.37M 0.01% 856
2023
Q3 		$3.21M Buy
655,301
+350,900
+115% +$2.05M 0.01% 1119
2023
Q2 		$1.83M Sell
304,401
-3,200
-1% -$20.3K ﹤0.01% 1498
2023
Q1 		$1.99M Sell
307,601
-20,900
-6% -$130K 0.01% 1384
2022
Q4 		$1.7M Sell
328,501
-272,400
-45% -$1.35M 0.01% 1404
2022
Q3 		$2.65M Sell
600,901
-314,000
-34% -$1.63M 0.01% 1018
2022
Q2 		$6.18M Buy
914,901
+247,200
+37% +$2.09M 0.02% 680
2022
Q1 		$6.57M Sell
667,701
-245,900
-27% -$2.2M 0.02% 798
2021
Q4 		$7.02M Buy
913,601
+102,900
+13% +$782K 0.02% 1003
2021
Q3 		$5.52M Buy
810,701
+529,200
+188% +$3.92M 0.01% 1160
2021
Q2 		$2.15M Buy
+281,501
New +$2.34M ﹤0.01% 1803

Other funds holding CGAU

LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

John Overdeck's CGAU Position: Q2 2026 in Review

John Overdeck reduced its Centerra Gold (CGAU) stake by 36% in Q2 2026, selling an estimated $9.68M and leaving 999,881 shares worth $15.9M. The position accounts for 0.01% of the portfolio, ranked #1195.

John Overdeck first reported a position in CGAU in Q2 2021 and has held it in 21 quarters since. The position peaked at $27.6M in Q1 2026. 218 funds tracked by Wall St. Rank hold CGAU as of Q2 2026.

  • John Overdeck held 999,881 shares of Centerra Gold worth $15.9M as of Q2 2026.
  • John Overdeck sold 552,398 Centerra Gold shares in Q2 2026, an estimated $9.68M.
  • Centerra Gold made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1195 holding.
  • John Overdeck first reported a position in Centerra Gold in Q2 2021 and has held it in 21 quarters since.
  • John Overdeck's Centerra Gold position peaked at $27.6M in Q1 2026.
  • 218 funds tracked by Wall St. Rank held Centerra Gold as of Q2 2026.

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