Newbridge Financial Services Group
KGLD icon

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
Q3 		$1.31M Buy
50,957
+18,910
+59% +$514K 0.15% 109
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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $561M AUM 11.95% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Roble Belko & Company
Roble Belko & Company Sewickley, Pennsylvania $961M AUM 12.23% 1-Year Est. Return

Newbridge Financial Services Group's KGLD Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Kurv Gold Enhanced Income ETF (KGLD) stake by 59% in Q3 2026, buying an estimated $514K and bringing the position to 50,957 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #109.

Newbridge Financial Services Group first reported a position in KGLD in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold KGLD as of Q3 2026.

  • Newbridge Financial Services Group held 50,957 shares of Kurv Gold Enhanced Income ETF worth $1.31M as of Q3 2026.
  • Newbridge Financial Services Group bought 18,910 Kurv Gold Enhanced Income ETF shares in Q3 2026, an estimated $514K.
  • Kurv Gold Enhanced Income ETF made up 0.15% of Newbridge Financial Services Group's portfolio in Q3 2026, its #109 holding.
  • Newbridge Financial Services Group first reported a position in Kurv Gold Enhanced Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.