Creative Planning’s New Gold Inc NGD Stock Holding History

Creative Planning’s Portfolio NGD Stock Details NGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$1K	–	4822
2016 Q4	$1K	Buy	+1,000	New	+$3.8K	﹤0.01%	4462

Other funds holding NGD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's NGD Position: Q1 2026 in Review

Creative Planning sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 25,900 shares — an estimated $226K sold.

Creative Planning first reported a position in NGD in Q2 2013 and held it in 51 quarters. The position peaked at $412K in Q2 2017. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

Creative Planning reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 25,900 New Gold Inc shares in Q1 2026, an estimated $226K.
Creative Planning first reported a position in New Gold Inc in Q2 2013 and held it in 51 quarters.
Creative Planning's New Gold Inc position peaked at $412K in Q2 2017.
2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.