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Fiscal Wisdom Wealth Management’s Dakota Gold DC Stock Holding History

Fiscal Wisdom Wealth Management’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 		$1.9M Sell
445,441
-75,053
-14% -$405K 1.61% 9
2026
Q1 		$2.63M Sell
520,494
-248,338
-32% -$1.47M 2.52% 5
2025
Q4 		$4.37M Sell
768,832
-83,970
-10% -$403K 4.12% 3
2025
Q3 		$3.66M Buy
+852,802
New +$3.59M 3.47% 4

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

Fiscal Wisdom Wealth Management's DC Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management reduced its Dakota Gold (DC) stake by 14% in Q2 2026, selling an estimated $405K and leaving 445,441 shares worth $1.9M. The position accounts for 1.61% of the portfolio, ranked #9.

Fiscal Wisdom Wealth Management first reported a position in DC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.37M in Q4 2025. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 445,441 shares of Dakota Gold worth $1.9M as of Q2 2026.
  • Fiscal Wisdom Wealth Management sold 75,053 Dakota Gold shares in Q2 2026, an estimated $405K.
  • Dakota Gold made up 1.61% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Fiscal Wisdom Wealth Management first reported a position in Dakota Gold in Q3 2025 and has held it in 4 quarters since.
  • Fiscal Wisdom Wealth Management's Dakota Gold position peaked at $4.37M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.