Briaud Financial Planning’s Northern Dynasty Minerals NAK Stock Holding History

Briaud Financial Planning’s Portfolio NAK Stock Details NAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-300	Closed	–	–	234
2025 Q2	$0	Hold	300	–	–	﹤0.01%	363
2025 Q1	$0	Hold	300	–	–	﹤0.01%	216
2024 Q4	$0	Hold	300	–	–	﹤0.01%	200
2024 Q3	$0	Hold	300	–	–	﹤0.01%	144
2024 Q2	$0	Hold	300	–	–	﹤0.01%	140
2024 Q1	$1K	Buy	+300	New	+$83	﹤0.01%	124
2023 Q4	–	Sell	-300	Closed	–	–	109
2023 Q3	$0	Buy	+300	New	+$85	﹤0.01%	168
2020 Q2	–	Sell	-12,256	Closed	-$5K	–	20
2020 Q1	$5K	Buy	12,256 +1,000	+9%	+$471	0.01%	16
2019 Q4	$5K	Buy	+11,256	New	+$5.89K	0.01%	25

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Briaud Financial Planning's NAK Position: Q3 2025 in Review

Briaud Financial Planning sold out of Northern Dynasty Minerals (NAK) in Q3 2025, closing a stake of 300 shares.

Briaud Financial Planning first reported a position in NAK in Q4 2019 and held it in 9 quarters. The position peaked at $5K in Q1 2020. 155 funds tracked by Wall St. Rank hold NAK as of Q3 2025.

Briaud Financial Planning reported no remaining Northern Dynasty Minerals position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 300 Northern Dynasty Minerals shares in Q3 2025.
Briaud Financial Planning first reported a position in Northern Dynasty Minerals in Q4 2019 and held it in 9 quarters.
Briaud Financial Planning's Northern Dynasty Minerals position peaked at $5K in Q1 2020.
155 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.