AWM
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Axxcess Wealth Management’s Dakota Gold DC Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-31,250
Closed -$178K – 518
2025
Q4 		$178K Buy
+31,250
New +$150K ﹤0.01% 1003

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VCM
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ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Axxcess Wealth Management's DC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Dakota Gold (DC) in Q1 2026, closing a stake of 31,250 shares — an estimated $178K sold.

Axxcess Wealth Management first reported a position in DC in Q4 2025 and held it in 1 quarter. The position peaked at $178K in Q4 2025. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Dakota Gold position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 31,250 Dakota Gold shares in Q1 2026, an estimated $178K.
  • Axxcess Wealth Management first reported a position in Dakota Gold in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Dakota Gold position peaked at $178K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.