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EverSource Wealth Advisors’s Dakota Gold DC Stock Holding History

EverSource Wealth Advisors’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 		$1.27K Hold
297
– – ﹤0.01% 3889
2026
Q1 		$1.5K Buy
297
+25
+9% +$148 ﹤0.01% 3736
2025
Q4 		$1.54K Hold
272
– – ﹤0.01% 3586
2025
Q3 		$1.24K Hold
272
– – ﹤0.01% 3692
2025
Q2 		$1K Buy
272
+114
+72% +$356 ﹤0.01% 3739
2025
Q1 		$419 Buy
158
+108
+216% +$296 ﹤0.01% 3514
2024
Q4 		$110 Buy
+50
New +$113 ﹤0.01% 3528

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 $413B AUM 44.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

EverSource Wealth Advisors's DC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Dakota Gold (DC) position steady in Q2 2026 at 297 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

EverSource Wealth Advisors first reported a position in DC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54K in Q4 2025. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • EverSource Wealth Advisors held 297 shares of Dakota Gold worth $1.27K as of Q2 2026.
  • EverSource Wealth Advisors left its Dakota Gold share count unchanged in Q2 2026.
  • Dakota Gold made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3889 holding.
  • EverSource Wealth Advisors first reported a position in Dakota Gold in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Dakota Gold position peaked at $1.54K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.