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
Q2 		$394K Buy
92,526
+3,504
+4% +$18.9K ﹤0.01% 3373
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 $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

Creative Planning's DC Position: Q2 2026 in Review

Creative Planning increased its Dakota Gold (DC) stake by 3.9% in Q2 2026, buying an estimated $18.9K and bringing the position to 92,526 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Creative Planning first reported a position in DC in Q3 2025 and has held it in 4 quarters since. The position peaked at $450K in Q1 2026. 182 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Creative Planning held 92,526 shares of Dakota Gold worth $394K as of Q2 2026.
  • Creative Planning bought 3,504 Dakota Gold shares in Q2 2026, an estimated $18.9K.
  • Dakota Gold made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3373 holding.
  • Creative Planning first reported a position in Dakota Gold in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's Dakota Gold position peaked at $450K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.