APP
DC icon

Avantax Planning Partners’s Dakota Gold DC Stock Holding History

Avantax Planning Partners’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.9K Hold
13,600
– – ﹤0.01% 452
2026
Q1 		$68.7K Hold
13,600
– – ﹤0.01% 432
2025
Q4 		$77.2K Hold
13,600
– – ﹤0.01% 433
2025
Q3 		$61.9K Buy
+13,600
New +$57.2K ﹤0.01% 433

Other funds holding DC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Avantax Planning Partners's DC Position: Q2 2026 in Review

Avantax Planning Partners held its Dakota Gold (DC) position steady in Q2 2026 at 13,600 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Avantax Planning Partners first reported a position in DC in Q3 2025 and has held it in 4 quarters since. The position peaked at $77.2K in Q4 2025. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Avantax Planning Partners held 13,600 shares of Dakota Gold worth $57.9K as of Q2 2026.
  • Avantax Planning Partners left its Dakota Gold share count unchanged in Q2 2026.
  • Dakota Gold made up ﹤0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #452 holding.
  • Avantax Planning Partners first reported a position in Dakota Gold in Q3 2025 and has held it in 4 quarters since.
  • Avantax Planning Partners's Dakota Gold position peaked at $77.2K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.