Spire Wealth Management’s NovaGold Resources NG Stock Holding History

Spire Wealth Management’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 Q2	$265K	Sell	44,435 -105	-0.2%	-$874	0.01%	705
2026 Q1	$400K	Hold	44,540	–	–	0.01%	594
2025 Q4	$415K	Hold	44,540	–	–	0.01%	585
2025 Q3	$392K	Buy	+44,540	New	+$272K	0.01%	595
2025 Q2	–	Sell	-44,540	Closed	-$130K	–	2501
2025 Q1	$130K	Hold	44,540	–	–	﹤0.01%	938
2024 Q4	$148K	Hold	44,540	–	–	﹤0.01%	906
2024 Q3	$183K	Hold	44,540	–	–	0.01%	753
2024 Q2	$154K	Sell	44,540 -150	-0.3%	-$498	0.01%	782
2024 Q1	$134K	Hold	44,690	–	–	﹤0.01%	909
2023 Q4	$160K	Buy	44,690 +150	+0.3%	+$563	0.01%	827
2023 Q3	$171K	Hold	44,540	–	–	0.01%	760
2023 Q2	$178K	Hold	44,540	–	–	0.01%	761
2023 Q1	$277K	Hold	44,540	–	–	0.01%	631
2022 Q4	$266K	Hold	44,540	–	–	0.02%	485
2022 Q3	$209K	Hold	44,540	–	–	0.01%	524
2022 Q2	$214K	Hold	44,540	–	–	0.01%	745
2022 Q1	$344K	Hold	44,540	–	–	0.01%	682
2021 Q4	$306K	Hold	44,540	–	–	0.01%	892
2021 Q3	$306K	Hold	44,540	–	–	0.01%	748
2021 Q2	$357K	Hold	44,540	–	–	0.01%	718
2021 Q1	$390K	Buy	+44,540	New	+$406K	0.01%	752

Other funds holding NG

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management's NG Position: Q2 2026 in Review

Spire Wealth Management reduced its NovaGold Resources (NG) stake by 0.24% in Q2 2026, selling an estimated $874 and leaving 44,435 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #705.

Spire Wealth Management first reported a position in NG in Q1 2021 and has held it in 21 quarters since. The position peaked at $415K in Q4 2025. 22 funds tracked by Wall St. Rank hold NG as of Q2 2026.

Spire Wealth Management held 44,435 shares of NovaGold Resources worth $265K as of Q2 2026.
Spire Wealth Management sold 105 NovaGold Resources shares in Q2 2026, an estimated $874.
NovaGold Resources made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #705 holding.
Spire Wealth Management first reported a position in NovaGold Resources in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's NovaGold Resources position peaked at $415K in Q4 2025.
22 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.