Allied Gold CORP (AAUC) Quarterly Institutional 13F Update (Q2 2026)

AAUC ranks #3909 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

AAUC is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

AAUC is a top-conviction position for One68 Global Capital, LLC — at 14.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AAUC belongs to Helikon Investments Ltd, but the position matters far more to One68 Global Capital, LLC, who has 14.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Israel Englander has added to its AAUC position for two straight quarters, increasing it by $91.3M to reach $105.3M today.

UBS Group AG has trimmed its AAUC position for two straight quarters, cutting it by $84.2M while still holding $8.3M.

AAUC is up 4.1% today, and institutions have been net buyers of $46.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AAUC closed its latest fiscal year with net income of $3.3M.

• Profitable — net income of $3.3M in the latest fiscal year
• Revenue grew 82.3% year over year
• Net income improved year over year, from -$119.6M to $3.3M
• Generated $514.0M in positive operating cash flow
• Current ratio of 0.77x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.76x equity — within a conventional range