Higgins & Schmidt Wealth Strategies’s Dakota Gold DC Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$323K	Buy	75,812 +23,076	+44%	+$125K	0.13%	52
2026 Q1	$266K	Hold	52,736	–	–	0.12%	55
2025 Q4	$300K	Hold	52,736	–	–	0.14%	49
2025 Q3	$240K	Hold	52,736	–	–	0.12%	50
2025 Q2	$195K	Hold	52,736	–	–	0.11%	50
2025 Q1	$140K	Buy	52,736 +27,585	+110%	+$75.6K	0.08%	47
2024 Q4	$55.3K	Hold	25,151	–	–	0.03%	46
2024 Q3	$59.4K	Hold	25,151	–	–	0.04%	53
2024 Q2	$64.1K	Hold	25,151	–	–	0.05%	45
2024 Q1	$59.6K	Buy	+25,151	New	+$54.4K	0.04%	45

Other funds holding DC

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

FWWM

Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

PPA

Pacific Point Advisors Rancho Santa Fe, California $219M AUM 64.75% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's DC Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its Dakota Gold (DC) stake by 44% in Q2 2026, buying an estimated $125K and bringing the position to 75,812 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #52.

Higgins & Schmidt Wealth Strategies first reported a position in DC in Q1 2024 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold DC as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 75,812 shares of Dakota Gold worth $323K as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 23,076 Dakota Gold shares in Q2 2026, an estimated $125K.
Dakota Gold made up 0.13% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #52 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Dakota Gold in Q1 2024 and has held it in 10 quarters since.
37 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.