ALLIED GOLD CORP AAUC
COM NEW · Common Stock · CUSIP 01921D204
- SectorMaterials
- IndustryGold and Silver Ores
- FilingsSEC EDGAR
* 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 ($3.4m this quarter). Holder counts are more reliable. Shares outstanding: 124.7m as of 2025-12-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.65. Options: 3 managers hold calls ($7.8m notional), 2 hold puts ($4.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 59 |
| Q3 2025 | 62 |
| Q4 2025 | 86 |
| Q1 2026 | 111 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 40 | 26 |
| Q4 2025 | 60 | 23 |
| Q1 2026 | 72 | 52 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $425.6k | $4.6k | 0.01 |
| Q1 2026 | $7.8m | $4.5m | 0.58 |
Biggest buyers
| FIL Ltd | New | +5.0m |
| BARCLAYS PLC | Added | +4.7m |
| Magnetar Financial LLC | New | +2.5m |
| LMR Partners LLP | New | +2.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.0m |
| MORGAN STANLEY | Added | +1.8m |
| ALLIANCEBERNSTEIN L.P. | Added | +1.8m |
| Man Group plc | New | +1.8m |
| Absolute Gestao de Investimentos Ltda. | New | +1.7m |
| Samson Rock Capital LLP | New | +1.4m |
Biggest sellers
| Helikon Investments Ltd | Reduced | -4.2m |
| UBS Group AG | Reduced | -1.5m |
| L1 Capital Pty Ltd | Sold out | -1.5m |
| FRANKLIN RESOURCES INC | Sold out | -1.4m |
| Nuveen, LLC | Reduced | -1.1m |
| MASTERS CAPITAL MANAGEMENT LLC | Sold out | -500.0k |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -494.2k |
| GOLDMAN SACHS GROUP INC | Reduced | -426.7k |
| VAN ECK ASSOCIATES CORP | Reduced | -404.3k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -368.1k |
Biggest calls
| SIG North Trading, ULC | Added | $7.4m239.8k shares |
| D. E. Shaw & Co., Inc. | New | $223.1k7.2k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $142.5k46 shares |
Biggest puts
| SIG North Trading, ULC | New | $4.3m137.2k shares |
| NATIONAL BANK OF CANADA /FI/ | Added | $247.9k80 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.
| Holder | Stake |
|---|---|
| Helikon Investments Ltd 13G · institution +2.8 pts · filed 2026-09-03 | 12.6% |
| Dibb Justin Michael 13G · exempt (held before listing) new · filed 2025-08-14 | 8.8% |
| GOLDMAN SACHS GROUP INC 13G · institution +1.4 pts · filed 2026-05-07 | 7.8% |
Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (0.0%, 2026-04-29)
Insider purchases and sales in Q1 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 in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Helikon Investments Ltd 14.38% of their portfolio | 12.3m $380.9m | Reduced -4.2m |
| FIL Ltd 0.12% of their portfolio | 5.0m $153.5m | New |
| BARCLAYS PLC 0.05% of their portfolio | 4.8m $148.7m | Added +4.7m |
| Boston Partners 0.18% of their portfolio | 4.0m $174.1m | Added +70.2k |
| MORGAN STANLEY 0.01% of their portfolio | 3.8m $117.1m | Added +1.8m |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 2.7m $82.1m | Added +2.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $81.3m | First filing |
| UBS Group AG 0.01% of their portfolio | 2.6m $79.5m | Reduced -1.5m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.5m $78.3m | Added +1.3m |
| Magnetar Financial LLC 0.79% of their portfolio | 2.5m $78.1m | New |
| VAN ECK ASSOCIATES CORP 0.06% of their portfolio | 2.5m $76.1m | Reduced -404.3k |
| LMR Partners LLP 0.69% of their portfolio | 2.4m $74.6m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.9m $59.1m | Added +458.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.8m $41.1m | Added +1.8m |
| Man Group plc 0.11% of their portfolio | 1.8m $54.8m | New |
| Absolute Gestao de Investimentos Ltda. 5.87% of their portfolio | 1.7m $51.4m | New |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 1.6m $50.8m | Added +1.2m |
| Samson Rock Capital LLP 65.91% of their portfolio | 1.4m $44.2m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 1.3m $39.8m | Reduced -230.1k |
| OMERS ADMINISTRATION Corp 0.25% of their portfolio | 1.3m $38.7m | New |
| Sand Grove Capital Management LLP 8.22% of their portfolio | 1.1m $35.1m | New |
| GLAZER CAPITAL, LLC 0.73% of their portfolio | 1.1m $34.4m | New |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 1.0m $31.9m | Reduced -166.7k |
| Capula Management Ltd 0.38% of their portfolio | 1.0m $43.2m | Not comparable |
| ALPINE ASSOCIATES MANAGEMENT INC. 1.53% of their portfolio | 837.3k $25.9m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 794.6k $24.6m | First filing |
| TORONTO DOMINION BANK 0.04% of their portfolio | 749.5k $23.2m | Added +552.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 747.9k $23.2m | Added +124.0k |
| PSquared Asset Management AG 7.97% of their portfolio | 740.0k $22.9m | New |
| Alberta Investment Management Corp 0.14% of their portfolio | 725.6k $22.5m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 673.3k $20.8m | Reduced -368.1k |
| Legal & General Group Plc 0.00% of their portfolio | 661.0k $20.5m | Added +16.3k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 603.8k $18.7m | Added +584.7k |
| Weiss Asset Management LP 0.34% of their portfolio | 592.4k $18.4m | Not comparable |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 570.0k $17.7m | Added +18.3k |
| Amundi 0.00% of their portfolio | 554.1k $17.2m | Reduced -151.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 518.6k $16.1m | Reduced -426.7k |
| TD Asset Management Inc 0.01% of their portfolio | 436.4k $13.5m | Added +39.4k |
| CIBRA Capital Ltd 6.34% of their portfolio | 423.7k $13.1m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 312.9k $9.7m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 285.1k $8.8m | First filing |
| Delaney Capital Management Ltd. 1.37% of their portfolio | 274.8k $8.5m | Reduced -16.4k |
| Groupe la Francaise 0.12% of their portfolio | 274.7k $8.5m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.60% of their portfolio | 252.5k $7.8m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 231.0k $7.2m | Reduced -291.5k |
| Swiss National Bank 0.00% of their portfolio | 211.1k $6.5m | Added +51.9k |
| CREDIT INDUSTRIEL ET COMMERCIAL 1.02% of their portfolio | 207.2k $6.4m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 200.0k $6.2m | Unchanged |
| Yakira Capital Management, Inc. 1.77% of their portfolio | 195.7k $6.1m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 187.2k $5.8m | Added +62.6k |
| Mudita Advisors LLP 1.01% of their portfolio | 160.2k $5.0m | Reduced -323.0k |
| Kintayl Capital LP 3.02% of their portfolio | 158.3k $4.9m | New |
| Vazirani Asset Management LLC 14.75% of their portfolio | 148.4k $6.4m | New |
| Alpine Global Management, LLC 0.90% of their portfolio | 137.1k $5.9m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.09% of their portfolio | 131.9k $4.1m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 131.6k $4.1m | New |
| Jain Global LLC 0.05% of their portfolio | 116.2k $3.6m | New |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 113.1k $3.5m | Reduced -291.8k |
| ODDO BHF ASSET MANAGEMENT SAS 0.19% of their portfolio | 109.4k $4.7m | Not comparable |
| TD Waterhouse Canada Inc. 0.01% of their portfolio | 108.5k $3.4m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio | 107.0k $3.3m | New |
| SUSQUEHANNA ADVISORS GROUP, INC. 0.15% of their portfolio | 106.7k $3.3m | New |
| CIBC Asset Management Inc 0.01% of their portfolio | 92.5k $2.9m | Added +6.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 87.8k $2.7m | First filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 85.9k $2.7m | Reduced -1.3k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio | 81.6k $2.5m | Added +30.9k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 81.0k $2.5m | Reduced -16.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 78.4k $2.5m | Added +21.1k |
| Nuveen, LLC 0.00% of their portfolio | 76.4k $2.4m | Reduced -1.1m |
| WATER ISLAND CAPITAL LLC 0.30% of their portfolio | 72.8k $2.3m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 66.2k $2.0m | Reduced -3.4k |
| SummitTX Capital, L.P. 0.06% of their portfolio | 65.1k $2.0m | New |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 61.1k $1.9m | Added +21.8k |
| DLD Asset Management, LP 0.27% of their portfolio | 61.1k $2.6m | New |
| Polar Asset Management Partners Inc. 0.04% of their portfolio | 58.3k $1.8m | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 45.6k $1.4m | Added +26.8k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 44.3k $1.4m | Reduced -35.4k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 41.8k $1.3m | Reduced -44.4k |
| Public Sector Pension Investment Board 0.00% of their portfolio | 35.4k $1.1m | Reduced -593 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 28.6k $884.7k | Added +12.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 28.0k $864.8k | Reduced -6.3k |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 27.3k $847.2k | First filing |
| Artisan Partners Limited Partnership 0.00% of their portfolio | 25.9k $802.5k | Reduced -16.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 25.7k $795.6k | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 24.6k $763.0k | Reduced -9.5k |
| CoreCommodity Management, LLC 0.14% of their portfolio | 23.9k $737.5k | New |
| Quantbot Technologies LP 0.03% of their portfolio | 22.5k $698.1k | Reduced -74.1k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 21.8k $674.6k | Added +7.2k |
| Carlson Capital, L.P. 0.24% of their portfolio | 20.0k $618.7k | New |
| INTACT INVESTMENT MANAGEMENT INC. 0.02% of their portfolio | 17.7k $548.5k | New |
| Themes Management Co LLC 0.32% of their portfolio | 16.8k $519.5k | New |
| Cardinal Point Capital Management ULC 0.03% of their portfolio | 15.5k $478.0k | Unchanged |
| Investment Management Corp of Ontario 0.01% of their portfolio | 13.6k $422.1k | Added +1.9k |
| ProShare Advisors LLC 0.00% of their portfolio | 11.5k $356.2k | New |
| PROFUND ADVISORS LLC 0.01% of their portfolio | 10.3k $320.6k | Added +522 |
| Kovack Advisors, Inc. 0.02% of their portfolio | 9.6k $296.6k | Reduced -1.6k |
| Marex Group Ltd 0.00% of their portfolio | 8.0k $246.8k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.8k $211.4k | New |
| Northwest & Ethical Investments L.P. 0.00% of their portfolio | 5.2k $160.1k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 5.1k $160.0k | Reduced -109.1k |