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Donald Smith & Co’s Dakota Gold DC Stock Holding History

Donald Smith & Co’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 		$5.45M Hold
1,080,000
– – 0.1% 51
2025
Q4 		$6.13M Hold
1,080,000
– – 0.11% 51
2025
Q3 		$4.91M Hold
1,080,000
– – 0.1% 51
2025
Q2 		$3.99M Hold
1,080,000
– – 0.09% 54
2025
Q1 		$2.86M Buy
1,080,000
+775,000
+254% +$2.13M 0.07% 53
2024
Q4 		$671K Hold
305,000
– – 0.02% 58
2024
Q3 		$720K Hold
305,000
– – 0.02% 59
2024
Q2 		$778K Buy
+305,000
New +$812K 0.02% 60

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

Donald Smith & Co's DC Position: Q1 2026 in Review

Donald Smith & Co held its Dakota Gold (DC) position steady in Q1 2026 at 1,080,000 shares worth $5.45M. The position accounts for 0.1% of the portfolio, ranked #51.

Donald Smith & Co first reported a position in DC in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.13M in Q4 2025. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Donald Smith & Co held 1,080,000 shares of Dakota Gold worth $5.45M as of Q1 2026.
  • Donald Smith & Co left its Dakota Gold share count unchanged in Q1 2026.
  • Dakota Gold made up 0.1% of Donald Smith & Co's portfolio in Q1 2026, its #51 holding.
  • Donald Smith & Co first reported a position in Dakota Gold in Q2 2024 and has held it in 8 quarters since.
  • Donald Smith & Co's Dakota Gold position peaked at $6.13M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Donald Smith & Co's 13F filing for Q1 2026, filed 14 May 2026.