Cetera Investment Advisers
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Cetera Investment Advisers’s Dakota Gold DC Stock Holding History

Cetera Investment Advisers’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 		$127K Sell
29,765
-151
-0.5% -$815 ﹤0.01% 4620
2026
Q1 		$151K Buy
29,916
+12,108
+68% +$71.7K ﹤0.01% 4355
2025
Q4 		$101K Buy
+17,808
New +$85.5K ﹤0.01% 4394

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 $416B AUM 44.19% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Cetera Investment Advisers's DC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Dakota Gold (DC) stake by 0.5% in Q2 2026, selling an estimated $815 and leaving 29,765 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #4620.

Cetera Investment Advisers first reported a position in DC in Q4 2025 and has held it in 3 quarters since. The position peaked at $151K in Q1 2026. 182 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Cetera Investment Advisers held 29,765 shares of Dakota Gold worth $127K as of Q2 2026.
  • Cetera Investment Advisers sold 151 Dakota Gold shares in Q2 2026, an estimated $815.
  • Dakota Gold made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4620 holding.
  • Cetera Investment Advisers first reported a position in Dakota Gold in Q4 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Dakota Gold position peaked at $151K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.