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
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

SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Total Wealth Planning & Management's NFGC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its New Found Gold (NFGC) stake by 3.1% in Q1 2026, buying an estimated $12.6K and bringing the position to 156,100 shares worth $303K. The position accounts for 0.22% of the portfolio, ranked #154.

Total Wealth Planning & Management first reported a position in NFGC in Q4 2024 and has held it in 5 quarters since. The position peaked at $450K in Q4 2025. 89 funds tracked by Wall St. Rank hold NFGC as of Q1 2026.

  • Total Wealth Planning & Management held 156,100 shares of New Found Gold worth $303K as of Q1 2026.
  • Total Wealth Planning & Management bought 4,700 New Found Gold shares in Q1 2026, an estimated $12.6K.
  • New Found Gold made up 0.22% of Total Wealth Planning & Management's portfolio in Q1 2026, its #154 holding.
  • Total Wealth Planning & Management first reported a position in New Found Gold in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's New Found Gold position peaked at $450K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held New Found Gold as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.