RL
CGAU

Ruffer LLP’s Centerra Gold CGAU Stock Holding History

Ruffer LLP’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 		$7.98M Sell
504,233
-226,583
-31% -$3.97M 0.28% 64
2026
Q1 		$13M Sell
730,816
-2,524,315
-78% -$44.9M 0.53% 35
2025
Q4 		$47M Sell
3,255,131
-2,648,972
-45% -$33.2M 2.14% 13
2025
Q3 		$63.3M Sell
5,904,103
-1,249,206
-17% -$9.96M 3.52% 8
2025
Q2 		$51.6M Buy
7,153,309
+64,070
+0.9% +$438K 2.28% 11
2025
Q1 		$45M Sell
7,089,239
-51,606
-0.7% -$315K 1.73% 15
2024
Q4 		$40.6M Sell
7,140,845
-70,000
-1% -$450K 1.47% 21
2024
Q3 		$51.7M Sell
7,210,845
-150,000
-2% -$1.03M 1.63% 21
2024
Q2 		$50M Sell
7,360,845
-1,420,700
-16% -$9.32M 2.14% 16
2024
Q1 		$51.8M Buy
8,781,545
+377,295
+4% +$2.04M 1.99% 15
2023
Q4 		$50.2M Sell
8,404,250
-142,900
-2% -$783K 1.86% 17
2023
Q3 		$42.4M Buy
8,547,150
+1,331,400
+18% +$7.79M 2.35% 15
2023
Q2 		$43.3M Buy
7,215,750
+698,300
+11% +$4.43M 2.53% 13
2023
Q1 		$42.1M Sell
6,517,450
-159,700
-2% -$997K 1.46% 26
2022
Q4 		$34.6M Buy
6,677,150
+400,000
+6% +$1.98M 2.32% 15
2022
Q3 		$30.8M Buy
6,277,150
+400,000
+7% +$2.08M 1.93% 17
2022
Q2 		$39.8M Buy
5,877,150
+195,700
+3% +$1.66M 1.56% 17
2022
Q1 		$55.8M Sell
5,681,450
-187,600
-3% -$1.68M 1.31% 20
2021
Q4 		$45M Sell
5,869,050
-210,500
-3% -$1.6M 1.08% 27
2021
Q3 		$42.5M Buy
6,079,550
+45,000
+0.7% +$333K 1.34% 20
2021
Q2 		$46M Buy
+6,034,550
New +$50.2M 1.29% 19

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

Ruffer LLP's CGAU Position: Q2 2026 in Review

Ruffer LLP reduced its Centerra Gold (CGAU) stake by 31% in Q2 2026, selling an estimated $3.97M and leaving 504,233 shares worth $7.98M. The position accounts for 0.28% of the portfolio, ranked #64.

Ruffer LLP first reported a position in CGAU in Q2 2021 and has held it in 21 quarters since. The position peaked at $63.3M in Q3 2025. 219 funds tracked by Wall St. Rank hold CGAU as of Q2 2026.

  • Ruffer LLP held 504,233 shares of Centerra Gold worth $7.98M as of Q2 2026.
  • Ruffer LLP sold 226,583 Centerra Gold shares in Q2 2026, an estimated $3.97M.
  • Centerra Gold made up 0.28% of Ruffer LLP's portfolio in Q2 2026, its #64 holding.
  • Ruffer LLP first reported a position in Centerra Gold in Q2 2021 and has held it in 21 quarters since.
  • Ruffer LLP's Centerra Gold position peaked at $63.3M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Centerra Gold as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.