Vault-13

ALLIED GOLD CORP AAUC

COM NEW · Common Stock · CUSIP 01921D204

134 institutional holders +23 vs Q1 2026
77,760,22577.8m shares reported held*
$1.9bnreported value*
37 new 46 added 40 reduced 15 sold out net sold ≈ $52.9m (-2.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.82. Options: 2 managers hold calls ($8.1m notional), 2 hold puts ($5.0m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 25: 59Q3 25: 62Q4 25: 86Q1 26: 111Q2 26: 134134Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202559
Q3 202562
Q4 202586
Q1 2026111
Q2 2026134

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 25: 40 bought or addedQ3 25: 26 cut or sold outQ3 25Q4 25: 60 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 72 bought or addedQ1 26: 52 cut or sold outQ1 26Q2 26: 83 bought or addedQ2 26: 55 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20254026
Q4 20256023
Q1 20267252
Q2 20268355

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $425.6kQ4 25 puts: $4.6kQ4 25P/C 0.01Q1 26 calls: $7.8mQ1 26 puts: $4.5mQ1 26P/C 0.58Q2 26 calls: $8.1mQ2 26 puts: $5.0mQ2 26P/C 0.61
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$425.6k$4.6k0.01
Q1 2026$7.8m$4.5m0.58
Q2 2026$8.1m$5.0m0.61

Biggest buyers

FIL Ltd Added +2,527,000+2.5m
MILLENNIUM MANAGEMENT LLC Added +1,784,723+1.8m
BANK OF AMERICA CORP /DE/ Added +1,591,314+1.6m
Condire Management, LP New +1,387,845+1.4m
ODDO BHF ASSET MANAGEMENT SAS Added +1,200,600+1.2m
Grantham, Mayo, Van Otterloo & Co. LLC New +1,150,555+1.2m
BANK OF MONTREAL /CAN/ Added +1,080,499+1.1m
TORONTO DOMINION BANK Added +886,877+886.9k
ALLIANCEBERNSTEIN L.P. Added +797,114+797.1k
CIBC WORLD MARKET INC. Added +526,309+526.3k

Biggest sellers

BARCLAYS PLC Reduced -4,717,943-4.7m
UBS Group AG Reduced -2,213,298-2.2m
Samson Rock Capital LLP Reduced -1,275,000-1.3m
JPMORGAN CHASE & CO Reduced -1,172,261-1.2m
Absolute Gestao de Investimentos Ltda. Reduced -1,141,023-1.1m
GLAZER CAPITAL, LLC Sold out -1,112,100-1.1m
MORGAN STANLEY Reduced -758,158-758.2k
PSquared Asset Management AG Sold out -740,000-740.0k
Helikon Investments Ltd Reduced -708,910-708.9k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -592,275-592.3k

Biggest calls

SIG North Trading, ULC Added $8.0m335.6k shares
NATIONAL BANK OF CANADA /FI/ Added $133.0k56 shares

Biggest puts

SIG North Trading, ULC Added $4.9m205.4k shares
NATIONAL BANK OF CANADA /FI/ Reduced $73.7k31 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Helikon Investments Ltd 13G · institution +2.8 pts · filed 2026-09-03 12.6% +2.8 pts 17.6m≈ $410.8m 2026-09-03
Dibb Justin Michael 13G · exempt (held before listing) new · filed 2025-08-14 8.8% new 10.2m≈ $241.9m 2025-08-14
GOLDMAN SACHS GROUP INC 13G · institution +1.4 pts · filed 2026-05-07 7.8% +1.4 pts 9.9m≈ $234.7m 2026-05-07

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (0.0%, 2026-04-29), ORION RESOURCE PARTNERS (USA) LP (4.8%, 2025-11-14)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Helikon Investments Ltd 8.21% of their portfolio LONDON, X0 11,563,29211.6m $275.0m $275.0m 8.21% Reduced -708.9k -708,910
2 FIL Ltd 0.13% of their portfolio HAMILTON, D0 7,478,0007.5m $177.7m $177.7m 0.13% Added +2.5m +2,527,000
3 MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 4,439,2414.4m $105.3m $105.3m 0.07% Added +1.8m +1,784,723
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,112,7894.1m $97.8m $97.8m 0.01% Added +1.6m +1,591,314
5 Boston Partners 0.12% of their portfolio BOSTON, MA 3,911,3293.9m $131.8m $131.8m 0.12% Reduced -126.3k -126,319
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,013,2003.0m $71.7m $71.7m 0.00% Reduced -758.2k -758,158
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,746,6092.7m $65.3m $65.3m 0.00% Added +124.1k +124,128
8 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 2,591,6342.6m $80.4m $80.4m 0.03% Added +797.1k +797,114
9 VAN ECK ASSOCIATES CORP 0.03% of their portfolio NEW YORK, NY 2,316,1092.3m $55.1m $55.1m 0.03% Reduced -136.2k -136,209
10 LMR Partners LLP 0.40% of their portfolio LONDON, X0 2,289,7232.3m $54.4m $54.4m 0.40% Reduced -120.2k -120,227
11 Magnetar Financial LLC 0.46% of their portfolio EVANSTON, IL 2,108,8082.1m $50.1m $50.1m 0.46% Reduced -410.1k -410,059
12 Man Group plc 0.08% of their portfolio LONDON, X0 1,833,0341.8m $43.5m $43.5m 0.08% Added +58.3k +58,254
13 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 1,828,3631.8m $43.4m $43.4m 0.02% Added +1.1m +1,080,499
14 TORONTO DOMINION BANK 0.06% of their portfolio TORONTO, ONTARIO, A6 1,636,4111.6m $38.8m $38.8m 0.06% Added +886.9k +886,877
15 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 1,541,0481.5m $36.6m $36.6m 0.03% Reduced -97.1k -97,098
16 Condire Management, LP 3.50% of their portfolio DALLAS, TX 1,387,8451.4m $33.0m $33.0m 3.50% New
17 Sand Grove Capital Management LLP 8.93% of their portfolio LONDON, X0 1,345,2741.3m $31.9m $31.9m 8.93% Added +209.8k +209,788
18 ODDO BHF ASSET MANAGEMENT SAS 2.04% of their portfolio PARIS, I0 1,310,0001.3m $44.1m $44.1m 2.04% Added +1.2m +1,200,600
19 NORGES BANK 0.00% of their portfolio OSLO, Q8 1,249,4161.2m $29.7m $29.7m 0.00% Not comparable
20 Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio Boston, MA 1,150,5551.2m $27.3m $27.3m 0.06% New
21 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,028,6491.0m $24.5m $24.5m 0.01% Reduced -1.3k -1,287
22 OMERS ADMINISTRATION Corp 0.12% of their portfolio TORONTO, A6 834,400834.4k $19.8m $19.8m 0.12% Reduced -417.8k -417,800
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 828,323828.3k $19.7m $19.7m 0.00% Added +33.7k +33,680
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 738,741738.7k $17.3m $17.3m 0.00% Reduced -1.2m -1,172,261
25 Capula Management Ltd 0.07% of their portfolio Grand Cayman, E9 692,457692.5k $16.5m $16.5m 0.07% Reduced -309.5k -309,543
26 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 690,340690.3k $16.4m $16.4m 0.01% Reduced -592.3k -592,275
27 Alberta Investment Management Corp 0.09% of their portfolio EDMONTON, A0 675,607675.6k $16.0m $16.0m 0.09% Reduced -50.0k -50,000
28 Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio VANCOUVER, A1 612,100612.1k $14.5m $14.5m 0.03% Reduced -61.2k -61,200
29 CIBC WORLD MARKET INC. 0.02% of their portfolio TORONTO, A6 587,419587.4k $13.9m $13.9m 0.02% Added +526.3k +526,309
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 570,138570.1k $13.6m $13.6m 0.00% Added +51.5k +51,538
31 Absolute Gestao de Investimentos Ltda. 3.40% of their portfolio SAO PAULO, D5 518,968519.0k $12.3m $12.3m 3.40% Reduced -1.1m -1,141,023
32 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 497,051497.1k $11.8m $11.8m 0.00% Reduced -73.0k -72,952
33 Legal & General Group Plc 0.00% of their portfolio London, X0 450,559450.6k $10.7m $10.7m 0.00% Reduced -210.5k -210,453
34 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio TORONTO, A6 445,000445.0k $10.6m $10.6m 0.02% Added +419.3k +419,324
35 Groupe la Francaise 0.17% of their portfolio PARIS, I0 399,126399.1k $13.5m $13.5m 0.17% Added +124.4k +124,443
36 ALPINE ASSOCIATES MANAGEMENT INC. 0.58% of their portfolio PALM BEACH, FL 392,168392.2k $9.3m $9.3m 0.58% Reduced -445.1k -445,132
37 Kintayl Capital LP 4.43% of their portfolio NEW YORK, NY 387,350387.4k $9.2m $9.2m 4.43% Added +229.1k +229,089
38 BOOTHBAY FUND MANAGEMENT, LLC 0.17% of their portfolio NEW YORK, NY 379,045379.0k $9.0m $9.0m 0.17% Added +272.0k +272,037
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 349,173349.2k $8.3m $8.3m 0.00% Reduced -2.2m -2,213,298
40 TD Asset Management Inc 0.01% of their portfolio Toronto, A6 343,704343.7k $8.2m $8.2m 0.01% Reduced -92.7k -92,716
41 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 315,231315.2k $7.5m $7.5m 0.00% Added +30.1k +30,130
42 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 312,880312.9k $7.4m $7.4m 0.01% Unchanged
43 CREDIT INDUSTRIEL ET COMMERCIAL 0.77% of their portfolio PARIS FRANCE, I0 299,874299.9k $7.1m $7.1m 0.77% Added +92.7k +92,657
44 Delaney Capital Management Ltd. 1.02% of their portfolio TORONTO, A6 270,830270.8k $6.4m $6.4m 1.02% Reduced -4.0k -4,010
45 Yakira Capital Management, Inc. 1.78% of their portfolio Westport, CT 254,810254.8k $6.0m $6.0m 1.78% Added +59.1k +59,100
46 PRELUDE CAPITAL MANAGEMENT, LLC 0.40% of their portfolio NEW YORK, NY 230,853230.9k $5.5m $5.5m 0.40% Reduced -21.7k -21,670
47 Swiss National Bank 0.00% of their portfolio ZURICH, V8 215,766215.8k $5.1m $5.1m 0.00% Added +4.7k +4,700
48 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 203,198203.2k $4.8m $4.8m 0.00% Added +16.0k +15,961
49 One68 Global Capital, LLC 14.46% of their portfolio NEW YORK, NY 202,700202.7k $6.8m $6.8m 14.46% New
50 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 200,000200.0k $4.7m $4.7m 0.00% Unchanged
51 SYQUANT CAPITAL SAS 2.14% of their portfolio PARIS, I0 200,000200.0k $9.6m $9.6m 2.14% New
52 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 180,575180.6k $4.3m $4.3m 0.00% Reduced -423.3k -423,253
53 Samson Rock Capital LLP 7.82% of their portfolio LONDON, X0 150,000150.0k $3.6m $3.6m 7.82% Reduced -1.3m -1,275,000
54 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 144,432144.4k $3.4m $3.4m 0.00% New
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 142,588142.6k $3.4m $3.4m 0.00% New
56 Jain Global LLC 0.04% of their portfolio NEW YORK, NY 142,200142.2k $3.4m $3.4m 0.04% Added +26.0k +26,000
57 MANGROVE PARTNERS IM, LLC 0.22% of their portfolio Greenwich, CT 138,757138.8k $3.3m $3.3m 0.22% New
58 SummitTX Capital, L.P. 0.08% of their portfolio FORT WORTH, TX 122,600122.6k $2.9m $2.9m 0.08% Added +57.5k +57,500
59 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 121,603121.6k $4.1m $4.1m 0.00% Added +8.5k +8,522
60 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% of their portfolio VICTORIA, A1 117,652117.7k $2.8m $2.8m 0.02% Added +36.0k +36,022
61 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 108,520108.5k $2.6m $2.6m 0.01% Unchanged
62 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 105,632105.6k $2.5m $2.5m 0.00% Reduced -125.3k -125,344
63 GAM Holding AG 0.19% of their portfolio Zurich, V8 105,000105.0k $2.5m $2.5m 0.19% New
64 Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio HONG KONG, K3 102,812102.8k $2.4m $2.4m 0.05% Added +61.0k +60,971
65 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 101,888101.9k $2.4m $2.4m 0.00% Added +20.9k +20,868
66 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 100,031100.0k $2.4m $2.4m 0.00% New
67 Hudson Bay Capital Management LP 0.01% of their portfolio STAMFORD, CT 100,000100.0k $2.4m $2.4m 0.01% New
68 CIBC Asset Management Inc 0.01% of their portfolio TORONTO, Z4 97,36697.4k $2.3m $2.3m 0.01% Added +4.8k +4,849
69 Caisse de depot et placement du Quebec 0.00% of their portfolio Montreal, A8 95,04995.0k $2.3m $2.3m 0.00% New
70 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 92,16692.2k $2.2m $2.2m 0.00% Added +4.4k +4,366
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 85,33785.3k $2.0m $2.0m 0.00% Reduced -594 -594
72 Mudita Advisors LLP 0.42% of their portfolio London, X0 85,23485.2k $2.0m $2.0m 0.42% Reduced -75.0k -75,000
73 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 81,30581.3k $2.0m $2.0m 0.00% Added +2.9k +2,900
74 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 76,42376.4k $1.8m $1.8m 0.00% Unchanged
75 WATER ISLAND CAPITAL LLC 0.18% of their portfolio NEW YORK, NY 73,01673.0k $1.7m $1.7m 0.18% Added +231 +231
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 71,88471.9k $1.7m $1.7m 0.00% Reduced -4.7m -4,717,943
77 SIG North Trading, ULC 0.31% of their portfolio Bala Cynwyd, PA 71,17771.2k $1.7m $1.7m 0.31% New
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 70,97071.0k $1.7m $1.7m 0.00% Added +65.8k +65,850
79 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 64,48864.5k $1.5m $1.5m 0.00% Reduced -1.7k -1,736
80 Skandinaviska Enskilda Banken AB (publ) 0.05% of their portfolio STOCKHOLM, V7 55,00055.0k $1.3m $1.3m 0.05% Reduced -76.9k -76,858
81 Vident Advisory, LLC 0.01% of their portfolio Alpharetta, GA 54,34454.3k $1.3m $1.3m 0.01% New
82 Polar Asset Management Partners Inc. 0.02% of their portfolio TORONTO, A6 52,62152.6k $1.2m $1.2m 0.02% Reduced -5.7k -5,679
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,31741.3k $982.5k $982.5k 0.00% New
84 Artisan Partners Limited Partnership 0.00% of their portfolio Milwaukee, WI 37,38337.4k $888.0k $888.0k 0.00% Added +11.5k +11,500
85 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio ORLANDO, FL 37,19537.2k $881.9k $881.9k 0.05% Reduced -8.4k -8,403
86 Public Sector Pension Investment Board 0.00% of their portfolio MONTREAL, A8 35,80735.8k $850.0k $850.0k 0.00% Added +400 +400
87 INTACT INVESTMENT MANAGEMENT INC. 0.02% of their portfolio MONTREAL, A8 35,40035.4k $841.1k $841.1k 0.02% Added +17.7k +17,700
88 MMCAP International Inc. SPC 0.07% of their portfolio GRAND CAYMAN, E9 33,77833.8k $802.0k $802.0k 0.07% New
89 DLD Asset Management, LP 0.09% of their portfolio NEW YORK, NY 33,70033.7k $1.1m $1.1m 0.09% Reduced -27.4k -27,400
90 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 30,34230.3k $721.5k $721.5k 0.00% Added +5.8k +5,760
91 Amundi 0.00% of their portfolio Paris, I0 29,40429.4k $699.2k $699.2k 0.00% Reduced -524.7k -524,724
92 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 28,63328.6k $680.1k $680.1k 0.00% Unchanged
93 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 28,12428.1k $668.0k $668.0k 0.00% Added +129 +129
94 Vanguard Investments Australia, Ltd. 0.00% of their portfolio Victoria, C3 27,33127.3k $649.4k $649.4k 0.00% Unchanged
95 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio JUPITER, FL 26,13826.1k $621.6k $621.6k 0.00% New
96 Blackstone Inc. 0.00% of their portfolio NEW YORK, NY 25,49225.5k $606.2k $606.2k 0.00% Not comparable
97 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 23,14723.1k $550.4k $550.4k 0.00% New
98 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 22,06622.1k $524.7k $524.7k 0.01% New
99 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 21,38121.4k $507.9k $507.9k 0.00% Reduced -452 -452
100 XY Capital Ltd 0.57% of their portfolio CENTRAL, K3 20,91620.9k $497.4k $497.4k 0.57% New