TWPM
NFGC

Total Wealth Planning & Management’s New Found Gold NFGC Stock Holding History

Total Wealth Planning & Management’s Portfolio NFGC Stock Details NFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Buy
166,500
+10,400
+7% +$19.9K 0.17% 184
2026
Q1 		$303K Buy
156,100
+4,700
+3% +$12.6K 0.22% 154
2025
Q4 		$450K Buy
+151,400
New +$372K 0.33% 91
2025
Q2 		$191K Buy
134,200
+8,800
+7% +$11.3K 0.15% 193
2025
Q1 		$150K Buy
125,400
+15,328
+14% +$26.4K 0.14% 183
2024
Q4 		$200K Buy
+110,072
New +$225K 0.18% 176

Other funds holding NFGC

MI
Merk Investments Menlo Park, California $314M AUM 74.91% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Total Wealth Planning & Management's NFGC Position: Q2 2026 in Review

Total Wealth Planning & Management increased its New Found Gold (NFGC) stake by 6.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 166,500 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #184.

Total Wealth Planning & Management first reported a position in NFGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q4 2025. 86 funds tracked by Wall St. Rank hold NFGC as of Q2 2026.

  • Total Wealth Planning & Management held 166,500 shares of New Found Gold worth $256K as of Q2 2026.
  • Total Wealth Planning & Management bought 10,400 New Found Gold shares in Q2 2026, an estimated $19.9K.
  • New Found Gold made up 0.17% of Total Wealth Planning & Management's portfolio in Q2 2026, its #184 holding.
  • Total Wealth Planning & Management first reported a position in New Found Gold in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's New Found Gold position peaked at $450K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held New Found Gold as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.