PFCS
GAU

Pale Fire Capital SE’s Galiano Gold GAU Stock Holding History

Pale Fire Capital SE’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 		$9.42M Buy
5,036,654
+1,036,654
+26% +$2.4M 0.67% 20
2026
Q1 		$10M Sell
4,000,000
-3,914,409
-49% -$11.1M 0.88% 15
2025
Q4 		$20M Buy
7,914,409
+1,258,674
+19% +$3.11M 1.34% 11
2025
Q3 		$14.6M Buy
6,655,735
+644,108
+11% +$1.2M 1.6% 12
2025
Q2 		$7.63M Buy
6,011,627
+2,415,530
+67% +$3.28M 0.78% 18
2025
Q1 		$4.46M Buy
+3,596,097
New +$4.42M 0.53% 18

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pale Fire Capital SE's GAU Position: Q2 2026 in Review

Pale Fire Capital SE increased its Galiano Gold (GAU) stake by 26% in Q2 2026, buying an estimated $2.4M and bringing the position to 5,036,654 shares worth $9.42M. The position accounts for 0.67% of the portfolio, ranked #20.

Pale Fire Capital SE first reported a position in GAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $20M in Q4 2025. 88 funds tracked by Wall St. Rank hold GAU as of Q2 2026.

  • Pale Fire Capital SE held 5,036,654 shares of Galiano Gold worth $9.42M as of Q2 2026.
  • Pale Fire Capital SE bought 1,036,654 Galiano Gold shares in Q2 2026, an estimated $2.4M.
  • Galiano Gold made up 0.67% of Pale Fire Capital SE's portfolio in Q2 2026, its #20 holding.
  • Pale Fire Capital SE first reported a position in Galiano Gold in Q1 2025 and has held it in 6 quarters since.
  • Pale Fire Capital SE's Galiano Gold position peaked at $20M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Galiano Gold as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.