CPG
DC icon

Cornerstone Planning Group’s Dakota Gold DC Stock Holding History

Cornerstone Planning Group’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 		$5.35K Hold
1,119
– – ﹤0.01% 1070
2026
Q1 		$6.02K Sell
1,119
-700
-38% -$4.14K ﹤0.01% 1043
2025
Q4 		$12.7K Buy
1,819
+1,418
+354% +$6.81K ﹤0.01% 724
2025
Q3 		$86.2K Sell
401
-1,418
-78% -$5.96K 0.01% 230
2025
Q2 		$7.18K Buy
1,819
+80
+5% +$250 ﹤0.01% 635
2025
Q1 		$4.78K Hold
1,739
– – ﹤0.01% 747
2024
Q4 		$3.98K Hold
1,739
– – ﹤0.01% 628
2024
Q3 		$4.26K Sell
1,739
-255
-13% -$583 ﹤0.01% 595
2024
Q2 		$3.85K Hold
1,994
– – ﹤0.01% 629
2024
Q1 		$4.89K Buy
+1,994
New +$4.31K ﹤0.01% 518

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
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's DC Position: Q2 2026 in Review

Cornerstone Planning Group held its Dakota Gold (DC) position steady in Q2 2026 at 1,119 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Cornerstone Planning Group first reported a position in DC in Q1 2024 and has held it in 10 quarters since. The position peaked at $86.2K in Q3 2025. 68 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Cornerstone Planning Group held 1,119 shares of Dakota Gold worth $5.35K as of Q2 2026.
  • Cornerstone Planning Group left its Dakota Gold share count unchanged in Q2 2026.
  • Dakota Gold made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1070 holding.
  • Cornerstone Planning Group first reported a position in Dakota Gold in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Dakota Gold position peaked at $86.2K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.