Creative Planning
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Creative Planning’s Dakota Gold DC Stock Holding History

Creative Planning’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 		$450K Buy
89,022
+48,062
+117% +$284K ﹤0.01% 3108
2025
Q4 		$233K Buy
40,960
+17,325
+73% +$83.2K ﹤0.01% 3434
2025
Q3 		$108K Buy
+23,635
New +$99.4K ﹤0.01% 3660

Other funds holding DC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Creative Planning's DC Position: Q1 2026 in Review

Creative Planning increased its Dakota Gold (DC) stake by 117% in Q1 2026, buying an estimated $284K and bringing the position to 89,022 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

Creative Planning first reported a position in DC in Q3 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Creative Planning held 89,022 shares of Dakota Gold worth $450K as of Q1 2026.
  • Creative Planning bought 48,062 Dakota Gold shares in Q1 2026, an estimated $284K.
  • Dakota Gold made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3108 holding.
  • Creative Planning first reported a position in Dakota Gold in Q3 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.