Private Wealth Management Group’s NovaGold Resources NG Stock Holding History

Private Wealth Management 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 Q3	$6.4K	Buy	985 +790	+405%	+$5.6K	﹤0.01%	792
2026 Q2	$1.16K	Hold	195	–	–	﹤0.01%	1271
2026 Q1	$1.75K	Hold	195	–	–	﹤0.01%	1124
2025 Q4	$1.82K	Hold	195	–	–	﹤0.01%	1113
2025 Q3	$1.72K	Hold	195	–	–	﹤0.01%	1159
2025 Q2	$798	Hold	195	–	–	﹤0.01%	1326
2025 Q1	$570	Hold	195	–	–	﹤0.01%	1380
2024 Q4	$650	Hold	195	–	–	﹤0.01%	1396
2024 Q3	$800	Hold	195	–	–	﹤0.01%	1340
2024 Q2	$675	Hold	195	–	–	﹤0.01%	1378
2024 Q1	$585	Buy	+195	New	+$549	﹤0.01%	1406

Other funds holding NG

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Private Wealth Management Group's NG Position: Q3 2026 in Review

Private Wealth Management Group increased its NovaGold Resources (NG) stake by 405% in Q3 2026, buying an estimated $5.6K and bringing the position to 985 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Private Wealth Management Group first reported a position in NG in Q1 2024 and has held it in 11 quarters since. 39 funds tracked by Wall St. Rank hold NG as of Q3 2026.

Private Wealth Management Group held 985 shares of NovaGold Resources worth $6.4K as of Q3 2026.
Private Wealth Management Group bought 790 NovaGold Resources shares in Q3 2026, an estimated $5.6K.
NovaGold Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #792 holding.
Private Wealth Management Group first reported a position in NovaGold Resources in Q1 2024 and has held it in 11 quarters since.
39 funds tracked by Wall St. Rank held NovaGold Resources as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.