NFSG
KGLD

Newbridge Financial Services Group’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

Newbridge Financial Services Group’s Portfolio KGLD Stock Details KGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$739K Buy
22,695
+21,045
+1,275% +$721K 0.12% 126
2025
Q4 		$50.4K Buy
+1,650
New +$48.8K 0.01% 434

Other funds holding KGLD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Newbridge Financial Services Group's KGLD Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Kurv Gold Enhanced Income ETF (KGLD) stake by 1,275% in Q1 2026, buying an estimated $721K and bringing the position to 22,695 shares worth $739K. The position accounts for 0.12% of the portfolio, ranked #126.

Newbridge Financial Services Group first reported a position in KGLD in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold KGLD as of Q1 2026.

  • Newbridge Financial Services Group held 22,695 shares of Kurv Gold Enhanced Income ETF worth $739K as of Q1 2026.
  • Newbridge Financial Services Group bought 21,045 Kurv Gold Enhanced Income ETF shares in Q1 2026, an estimated $721K.
  • Kurv Gold Enhanced Income ETF made up 0.12% of Newbridge Financial Services Group's portfolio in Q1 2026, its #126 holding.
  • Newbridge Financial Services Group first reported a position in Kurv Gold Enhanced Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.