Dmitry Balyasny’s NovaGold Resources NG Stock Holding History

Dmitry Balyasny’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-37,600	Closed	-$339K	–	3345
2026 Q1	$339K	Buy	+37,600	New	+$387K	﹤0.01%	2516
2025 Q3	–	Sell	-585,351	Closed	-$2.39M	–	3287
2025 Q2	$2.39M	Buy	+585,351	New	+$2.19M	﹤0.01%	1645
2024 Q3	–	Sell	-24,392	Closed	-$84.4K	–	3016
2024 Q2	$84.4K	Buy	+24,392	New	+$80.9K	﹤0.01%	2412
2024 Q1	–	Sell	-88,190	Closed	-$330K	–	2945
2023 Q4	$330K	Buy	+88,190	New	+$331K	﹤0.01%	2114
2023 Q2	–	Sell	-41,891	Closed	-$261K	–	2615
2023 Q1	$261K	Buy	+41,891	New	+$255K	﹤0.01%	2165
2022 Q2	–	Sell	-26,129	Closed	-$202K	–	3034
2022 Q1	$202K	Buy	26,129 +11,219	+75%	+$79K	﹤0.01%	2021
2021 Q4	$102K	Buy	+14,910	New	+$109K	﹤0.01%	1955
2019 Q4	–	Sell	-52,694	Closed	-$320K	–	1375
2019 Q3	$320K	Buy	+52,694	New	+$346K	﹤0.01%	1014

Other funds holding NG

Electrum Group New York $3.39B AUM

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Dmitry Balyasny's NG Position: Q2 2026 in Review

Dmitry Balyasny sold out of NovaGold Resources (NG) in Q2 2026, closing a stake of 37,600 shares — an estimated $339K sold.

Dmitry Balyasny first reported a position in NG in Q3 2019 and held it in 8 quarters. The position peaked at $2.39M in Q2 2025. 245 funds tracked by Wall St. Rank hold NG as of Q2 2026.

Dmitry Balyasny reported no remaining NovaGold Resources position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 37,600 NovaGold Resources shares in Q2 2026, an estimated $339K.
Dmitry Balyasny first reported a position in NovaGold Resources in Q3 2019 and held it in 8 quarters.
Dmitry Balyasny's NovaGold Resources position peaked at $2.39M in Q2 2025.
245 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.