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Electrum Group’s NovaGold Resources NG Stock Holding History

Electrum Group’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 		$555M Hold
92,902,813
– – 16.38% 3
2026
Q1 		$834M Hold
92,902,813
– – 77.08% 1
2025
Q4 		$866M Buy
+92,902,813
New +$862M 75.49% 1

Other funds holding NG

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return

Electrum Group's NG Position: Q2 2026 in Review

Electrum Group held its NovaGold Resources (NG) position steady in Q2 2026 at 92,902,813 shares worth $555M. The position accounts for 16.38% of the portfolio, ranked #3.

Electrum Group first reported a position in NG in Q4 2025 and has held it in 3 quarters since. The position peaked at $866M in Q4 2025. 247 funds tracked by Wall St. Rank hold NG as of Q2 2026.

  • Electrum Group held 92,902,813 shares of NovaGold Resources worth $555M as of Q2 2026.
  • Electrum Group left its NovaGold Resources share count unchanged in Q2 2026.
  • NovaGold Resources made up 16.38% of Electrum Group's portfolio in Q2 2026, its #3 holding.
  • Electrum Group first reported a position in NovaGold Resources in Q4 2025 and has held it in 3 quarters since.
  • Electrum Group's NovaGold Resources position peaked at $866M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Electrum Group's 13F filing for Q2 2026, filed 10 Aug 2026.