Ruffer LLP’s AngloGold Ashanti AU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.59M | Sell |
98,228
-222,769
| -69% | -$22.8M | 0.39% | 42 |
|
|
2025
Q4 | $27.4M | Sell |
320,997
-269,966
| -46% | -$21.1M | 1.25% | 27 |
|
|
2025
Q3 | $41.6M | Sell |
590,963
-556,005
| -48% | -$31.1M | 2.31% | 13 |
|
|
2025
Q2 | $52.3M | Buy |
+1,146,968
| New | +$49.4M | 2.31% | 10 |
|
|
2025
Q1 | – | Sell |
-1,653,726
| Closed | -$38.2M | – | 99 |
|
|
2024
Q4 | $38.2M | Buy |
1,653,726
+599,266
| +57% | +$15.7M | 1.38% | 23 |
|
|
2024
Q3 | $28.1M | Buy |
1,054,460
+882,805
| +514% | +$25.3M | 0.88% | 27 |
|
|
2024
Q2 | $4.31M | Sell |
171,655
-349,000
| -67% | -$8.28M | 0.19% | 36 |
|
|
2024
Q1 | $11.6M | Sell |
520,655
-669,504
| -56% | -$12.6M | 0.44% | 35 |
|
|
2023
Q4 | $22.3M | Sell |
1,190,159
-300,000
| -20% | -$5.41M | 0.83% | 27 |
|
|
2023
Q3 | $24.3M | Buy |
1,490,159
+270,500
| +22% | +$5.11M | 1.35% | 26 |
|
|
2023
Q2 | $25.7M | Sell |
1,219,659
-977,600
| -44% | -$24.6M | 1.51% | 21 |
|
|
2023
Q1 | $53.1M | Buy |
2,197,259
+662,100
| +43% | +$13.4M | 1.84% | 18 |
|
|
2022
Q4 | $29.9M | Sell |
1,535,159
-428,230
| -22% | -$7.03M | 2.01% | 17 |
|
|
2022
Q3 | $29M | Buy |
1,963,389
+201,000
| +11% | +$2.86M | 1.81% | 20 |
|
|
2022
Q2 | $26.1M | Sell |
1,762,389
-3,119,922
| -64% | -$59.2M | 1.03% | 29 |
|
|
2022
Q1 | $116M | Buy |
4,882,311
+352,369
| +8% | +$7.65M | 2.7% | 10 |
|
|
2021
Q4 | $91.2M | Buy |
4,529,942
+284,820
| +7% | +$5.55M | 2.2% | 14 |
|
|
2021
Q3 | $68.5M | Buy |
4,245,122
+172,100
| +4% | +$2.98M | 2.17% | 14 |
|
|
2021
Q2 | $75.7M | Buy |
4,073,022
+1,020,196
| +33% | +$22.4M | 2.12% | 13 |
|
|
2021
Q1 | $67.1M | Sell |
3,052,826
-565,697
| -16% | -$12.7M | 2.05% | 14 |
|
|
2020
Q4 | $81.9M | Buy |
3,618,523
+675,100
| +23% | +$16.2M | 2.78% | 13 |
|
|
2020
Q3 | $77.6M | Sell |
2,943,423
-1,066,900
| -27% | -$31.9M | 3.61% | 13 |
|
|
2020
Q2 | $125M | Sell |
4,010,323
-388,833
| -9% | -$9.61M | 4.83% | 8 |
|
|
2020
Q1 | $73.2M | Buy |
4,399,156
+1,233,140
| +39% | +$24.2M | 3.33% | 9 |
|
|
2019
Q4 | $70.8M | Sell |
3,166,016
-85,539
| -3% | -$1.72M | 2.06% | 18 |
|
|
2019
Q3 | $59.4M | Sell |
3,251,555
-1,090,457
| -25% | -$21.7M | 1.69% | 18 |
|
|
2019
Q2 | $77.3M | Sell |
4,342,012
-901,456
| -17% | -$12.1M | 1.81% | 17 |
|
|
2019
Q1 | $68.7M | Sell |
5,243,468
-780,493
| -13% | -$10.5M | 1.76% | 15 |
|
|
2018
Q4 | $75.6M | Sell |
6,023,961
-844,793
| -12% | -$8.67M | 2.37% | 12 |
|
|
2018
Q3 | $58.9M | Sell |
6,868,754
-72,138
| -1% | -$595K | 1.95% | 14 |
|
|
2018
Q2 | $57M | Buy |
6,940,892
+3,573,797
| +106% | +$31.3M | 2.07% | 15 |
|
|
2018
Q1 | $32.7M | Buy |
3,367,095
+78,453
| +2% | +$799K | 1.6% | 17 |
|
|
2017
Q4 | $33.5M | Buy |
3,288,642
+1,465,000
| +80% | +$14.1M | 1.36% | 20 |
|
|
2017
Q3 | $16.9M | Buy |
1,823,642
+100,000
| +6% | +$967K | 0.73% | 23 |
|
|
2017
Q2 | $16.7M | Sell |
1,723,642
-276,358
| -14% | -$3.15M | 0.81% | 22 |
|
|
2017
Q1 | $23.8M | Sell |
2,000,000
-190,942
| -9% | -$2.23M | 1.42% | 19 |
|
|
2016
Q4 | $23.2M | Buy |
2,190,942
+311,941
| +17% | +$3.78M | 1.37% | 18 |
|
|
2016
Q3 | $30.4M | Sell |
1,879,001
-550,000
| -23% | -$10.4M | 1.81% | 13 |
|
|
2016
Q2 | $43.9M | Buy |
2,429,001
+169,001
| +7% | +$2.57M | 1.99% | 13 |
|
|
2016
Q1 | $30.9M | Sell |
2,260,000
-174,902
| -7% | -$1.9M | 1.29% | 15 |
|
|
2015
Q4 | $17.3M | Buy |
2,434,902
+659,102
| +37% | +$5.03M | 0.76% | 18 |
|
|
2015
Q3 | $14.5M | Buy |
1,775,800
+1,055,800
| +147% | +$7.82M | 0.62% | 22 |
|
|
2015
Q2 | $6.45M | Buy |
+720,000
| New | +$7.31M | 0.28% | 29 |
|
Other funds holding AU
VCM
NO
Ruffer LLP's AU Position: Q1 2026 in Review
Ruffer LLP reduced its AngloGold Ashanti (AU) stake by 69% in Q1 2026, selling an estimated $22.8M and leaving 98,228 shares worth $9.59M. The position accounts for 0.39% of the portfolio, ranked #42.
Ruffer LLP first reported a position in AU in Q2 2015 and has held it in 43 quarters since. The position peaked at $125M in Q2 2020. 561 funds tracked by Wall St. Rank hold AU as of Q1 2026.
- Ruffer LLP held 98,228 shares of AngloGold Ashanti worth $9.59M as of Q1 2026.
- Ruffer LLP sold 222,769 AngloGold Ashanti shares in Q1 2026, an estimated $22.8M.
- AngloGold Ashanti made up 0.39% of Ruffer LLP's portfolio in Q1 2026, its #42 holding.
- Ruffer LLP first reported a position in AngloGold Ashanti in Q2 2015 and has held it in 43 quarters since.
- Ruffer LLP's AngloGold Ashanti position peaked at $125M in Q2 2020.
- 561 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2026.
Based on Ruffer LLP's 13F filing for Q1 2026, filed 13 May 2026.