JO
GAU

John Overdeck’s Galiano Gold GAU Stock Holding History

John Overdeck’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
Q2 		$7.33M Sell
3,919,488
-712,524
-15% -$1.65M 0.01% 1789
2026
Q1 		$11.6M Buy
4,632,012
+3,162,899
+215% +$8.95M 0.01% 1307
2025
Q4 		$3.72M Sell
1,469,113
-111,743
-7% -$276K 0.01% 1958
2025
Q3 		$3.46M Buy
1,580,856
+1,495,059
+1,743% +$2.79M 0.01% 1747
2025
Q2 		$109K Sell
85,797
-68,303
-44% -$92.9K ﹤0.01% 2987
2025
Q1 		$191K Sell
154,100
-27,100
-15% -$33.3K ﹤0.01% 2864
2024
Q4 		$223K Sell
181,200
-154,957
-46% -$224K ﹤0.01% 2844
2024
Q3 		$477K Buy
+336,157
New +$536K ﹤0.01% 2498
2021
Q2 		– Sell
-171,593
Closed -$192K – 4218
2021
Q1 		$192K Sell
171,593
-144,479
-46% -$172K ﹤0.01% 3640
2020
Q4 		$357K Buy
316,072
+244,230
+340% +$309K ﹤0.01% 2738
2020
Q3 		$99K Buy
+71,842
New +$114K ﹤0.01% 2938
2018
Q3 		– Sell
-32,500
Closed -$35K – 3314
2018
Q2 		$35K Buy
+32,500
New +$36.6K ﹤0.01% 3238
2016
Q4 		– Sell
-206,700
Closed -$867K – 3249
2016
Q3 		$867K Buy
206,700
+173,909
+530% +$733K ﹤0.01% 2064
2016
Q2 		$125K Sell
32,791
-92,399
-74% -$306K ﹤0.01% 2807
2016
Q1 		$266K Sell
125,190
-40,700
-25% -$74.7K ﹤0.01% 2447
2015
Q4 		$243K Buy
+165,890
New +$262K ﹤0.01% 2362
2015
Q1 		– Sell
-31,900
Closed -$49K – 2698
2014
Q4 		$49K Buy
+31,900
New +$55K ﹤0.01% 2162

Other funds holding GAU

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

John Overdeck's GAU Position: Q2 2026 in Review

John Overdeck reduced its Galiano Gold (GAU) stake by 15% in Q2 2026, selling an estimated $1.65M and leaving 3,919,488 shares worth $7.33M. The position accounts for 0.01% of the portfolio, ranked #1789.

John Overdeck first reported a position in GAU in Q4 2014 and has held it in 17 quarters since. The position peaked at $11.6M in Q1 2026. 88 funds tracked by Wall St. Rank hold GAU as of Q2 2026.

  • John Overdeck held 3,919,488 shares of Galiano Gold worth $7.33M as of Q2 2026.
  • John Overdeck sold 712,524 Galiano Gold shares in Q2 2026, an estimated $1.65M.
  • Galiano Gold made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1789 holding.
  • John Overdeck first reported a position in Galiano Gold in Q4 2014 and has held it in 17 quarters since.
  • John Overdeck's Galiano Gold position peaked at $11.6M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Galiano Gold as of Q2 2026.

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