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GAMMA Investing’s Dakota Gold DC Stock Holding History

GAMMA Investing’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 		$4.25K Sell
998
-744
-43% -$4.01K ﹤0.01% 3539
2026
Q1 		$8.8K Buy
1,742
+1,224
+236% +$7.24K ﹤0.01% 3132
2025
Q4 		$2.94K Buy
+518
New +$2.49K ﹤0.01% 3487

Other funds holding DC

HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GAMMA Investing's DC Position: Q2 2026 in Review

GAMMA Investing reduced its Dakota Gold (DC) stake by 43% in Q2 2026, selling an estimated $4.01K and leaving 998 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

GAMMA Investing first reported a position in DC in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.8K in Q1 2026. 14 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • GAMMA Investing held 998 shares of Dakota Gold worth $4.25K as of Q2 2026.
  • GAMMA Investing sold 744 Dakota Gold shares in Q2 2026, an estimated $4.01K.
  • Dakota Gold made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3539 holding.
  • GAMMA Investing first reported a position in Dakota Gold in Q4 2025 and has held it in 3 quarters since.
  • GAMMA Investing's Dakota Gold position peaked at $8.8K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.