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
Q2 		$843K Buy
32,047
+9,352
+41% +$283K 0.1% 137
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $209M AUM 14.47% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Newbridge Financial Services Group's KGLD Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Kurv Gold Enhanced Income ETF (KGLD) stake by 41% in Q2 2026, buying an estimated $283K and bringing the position to 32,047 shares worth $843K. The position accounts for 0.1% of the portfolio, ranked #137.

Newbridge Financial Services Group first reported a position in KGLD in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold KGLD as of Q2 2026.

  • Newbridge Financial Services Group held 32,047 shares of Kurv Gold Enhanced Income ETF worth $843K as of Q2 2026.
  • Newbridge Financial Services Group bought 9,352 Kurv Gold Enhanced Income ETF shares in Q2 2026, an estimated $283K.
  • Kurv Gold Enhanced Income ETF made up 0.1% of Newbridge Financial Services Group's portfolio in Q2 2026, its #137 holding.
  • Newbridge Financial Services Group first reported a position in Kurv Gold Enhanced Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.