MYIA
NGD

Mount Yale Investment Advisors’s New Gold Inc NGD Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-3,943
Closed -$19.5K – 1267
2025
Q2 		$19.5K Buy
+3,943
New +$16.2K ﹤0.01% 1047

Other funds holding NGD

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CM
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's NGD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of New Gold Inc (NGD) in Q3 2025, closing a stake of 3,943 shares — an estimated $19.5K sold.

Mount Yale Investment Advisors first reported a position in NGD in Q2 2025 and held it in 1 quarter. The position peaked at $19.5K in Q2 2025. 302 funds tracked by Wall St. Rank hold NGD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining New Gold Inc position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,943 New Gold Inc shares in Q3 2025, an estimated $19.5K.
  • Mount Yale Investment Advisors first reported a position in New Gold Inc in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's New Gold Inc position peaked at $19.5K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held New Gold Inc as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.