SSWM
NGD

Sheets Smith Wealth Management’s New Gold Inc NGD Stock Holding History

Sheets Smith Wealth Management’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
2026
Q1 		– Sell
-158,553
Closed -$1.38M – 405
2025
Q4 		$1.38M Buy
158,553
+390
+0.2% +$2.94K 0.15% 137
2025
Q3 		$1.14M Hold
158,163
– – 0.13% 157
2025
Q2 		$783K Buy
+158,163
New +$650K 0.09% 205

Other funds holding NGD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sheets Smith Wealth Management's NGD Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 158,553 shares — an estimated $1.38M sold.

Sheets Smith Wealth Management first reported a position in NGD in Q2 2025 and held it in 3 quarters. The position peaked at $1.38M in Q4 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 158,553 New Gold Inc shares in Q1 2026, an estimated $1.38M.
  • Sheets Smith Wealth Management first reported a position in New Gold Inc in Q2 2025 and held it in 3 quarters.
  • Sheets Smith Wealth Management's New Gold Inc position peaked at $1.38M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.