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Essential Partners’s Dakota Gold DC Stock Holding History

Essential Partners’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
Q3 		$1.29K Buy
212
+194
+1,078% +$1.07K ﹤0.01% 2090
2026
Q2 		$77 Hold
18
– – ﹤0.01% 2766
2026
Q1 		$91 Hold
18
– – ﹤0.01% 2729
2025
Q4 		$102 Sell
18
-88
-83% -$423 ﹤0.01% 2550
2025
Q3 		$482 Buy
106
+93
+715% +$391 ﹤0.01% 2216
2025
Q2 		$48 Buy
+13
New +$41 ﹤0.01% 2151

Other funds holding DC

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's DC Position: Q3 2026 in Review

Essential Partners increased its Dakota Gold (DC) stake by 1,078% in Q3 2026, buying an estimated $1.07K and bringing the position to 212 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Essential Partners first reported a position in DC in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold DC as of Q3 2026.

  • Essential Partners held 212 shares of Dakota Gold worth $1.29K as of Q3 2026.
  • Essential Partners bought 194 Dakota Gold shares in Q3 2026, an estimated $1.07K.
  • Dakota Gold made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2090 holding.
  • Essential Partners first reported a position in Dakota Gold in Q2 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Dakota Gold as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.