RL
GAU

Ruffer LLP’s Galiano Gold GAU Stock Holding History

Ruffer LLP’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 		$24.2M Sell
12,994,532
-230,000
-2% -$533K 0.86% 34
2026
Q1 		$33.1M Sell
13,224,532
-1,080,975
-8% -$3.06M 1.35% 20
2025
Q4 		$36.5M Sell
14,305,507
-2,305,521
-14% -$5.7M 1.66% 18
2025
Q3 		$36.2M Sell
16,611,028
-2,332,224
-12% -$4.35M 2.01% 17
2025
Q2 		$24.1M Hold
18,943,252
– – 1.07% 24
2025
Q1 		$23.3M Buy
18,943,252
+504,990
+3% +$621K 0.9% 25
2024
Q4 		$23M Buy
18,438,262
+838,300
+5% +$1.21M 0.83% 26
2024
Q3 		$24.8M Buy
17,599,962
+259,000
+1% +$413K 0.78% 29
2024
Q2 		$29.7M Sell
17,340,962
-6,948,497
-29% -$11.4M 1.28% 19
2024
Q1 		$33.5M Sell
24,289,459
-2,089,000
-8% -$2.12M 1.29% 19
2023
Q4 		$25M Hold
26,378,459
– – 0.93% 24
2023
Q3 		$15.9M Hold
26,378,459
– – 0.88% 29
2023
Q2 		$15.8M Hold
26,378,459
– – 0.93% 28
2023
Q1 		$15.3M Hold
26,378,459
– – 0.53% 41
2022
Q4 		$13.9M Hold
26,378,459
– – 0.93% 28
2022
Q3 		$12.8M Hold
26,378,459
– – 0.8% 35
2022
Q2 		$10.4M Hold
26,378,459
– – 0.41% 40
2022
Q1 		$14.9M Hold
26,378,459
– – 0.35% 44
2021
Q4 		$18.6M Hold
26,378,459
– – 0.45% 39
2021
Q3 		$19.1M Hold
26,378,459
– – 0.6% 29
2021
Q2 		$28.3M Sell
26,378,459
-443,618
-2% -$539K 0.79% 27
2021
Q1 		$29.7M Sell
26,822,077
-192,339
-0.7% -$229K 0.91% 25
2020
Q4 		$31.2M Hold
27,014,416
– – 1.06% 24
2020
Q3 		$37.5M Hold
27,014,416
– – 1.74% 15
2020
Q2 		$37.5M Buy
27,014,416
+223,156
+0.8% +$250K 1.45% 17
2020
Q1 		$21.6M Buy
26,791,260
+4,972,471
+23% +$4.39M 0.98% 23
2019
Q4 		$20.4M Buy
21,818,789
+1,021,600
+5% +$907K 0.6% 28
2019
Q3 		$19.6M Buy
20,797,189
+171,100
+0.8% +$151K 0.56% 29
2019
Q2 		$13.1M Buy
20,626,089
+903,800
+5% +$547K 0.31% 34
2019
Q1 		$12.6M Buy
19,722,289
+246,200
+1% +$173K 0.32% 29
2018
Q4 		$12.6M Buy
+19,476,089
New +$14.2M 0.39% 31

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

Ruffer LLP's GAU Position: Q2 2026 in Review

Ruffer LLP reduced its Galiano Gold (GAU) stake by 1.7% in Q2 2026, selling an estimated $533K and leaving 12,994,532 shares worth $24.2M. The position accounts for 0.86% of the portfolio, ranked #34.

Ruffer LLP first reported a position in GAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $37.5M in Q2 2020. 88 funds tracked by Wall St. Rank hold GAU as of Q2 2026.

  • Ruffer LLP held 12,994,532 shares of Galiano Gold worth $24.2M as of Q2 2026.
  • Ruffer LLP sold 230,000 Galiano Gold shares in Q2 2026, an estimated $533K.
  • Galiano Gold made up 0.86% of Ruffer LLP's portfolio in Q2 2026, its #34 holding.
  • Ruffer LLP first reported a position in Galiano Gold in Q4 2018 and has held it in 31 quarters since.
  • Ruffer LLP's Galiano Gold position peaked at $37.5M in Q2 2020.
  • 88 funds tracked by Wall St. Rank held Galiano Gold as of Q2 2026.

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