OBWA
AAUC

Oak Barrel Wealth Advisory’s Allied Gold Corp AAUC Stock Holding History

Oak Barrel Wealth Advisory’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 		$283K Buy
+11,900
New +$336K 0.13% 72
2025
Q4 		$1.57M Buy
+68,464
New +$1.32M 0.94% 24

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

Oak Barrel Wealth Advisory's AAUC Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Allied Gold Corp (AAUC) in Q2 2026: 11,900 shares worth $283K. The stake represents 0.13% of the portfolio and ranks #72 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in AAUC as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in AAUC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.57M in Q4 2025. 133 funds tracked by Wall St. Rank hold AAUC as of Q2 2026.

  • Oak Barrel Wealth Advisory held 11,900 shares of Allied Gold Corp worth $283K as of Q2 2026.
  • Allied Gold Corp was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Allied Gold Corp made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #72 holding.
  • Oak Barrel Wealth Advisory first reported a position in Allied Gold Corp in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's Allied Gold Corp position peaked at $1.57M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Allied Gold Corp as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.