IEQ Capital
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IEQ Capital’s Dakota Gold DC Stock Holding History

IEQ Capital’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 		$93.7K Buy
15,382
+382
+3% +$2.1K ﹤0.01% 1865
2026
Q2 		$63.9K Hold
15,000
– – ﹤0.01% 1971
2026
Q1 		$75.8K Hold
15,000
– – ﹤0.01% 1819
2025
Q4 		$85.2K Hold
15,000
– – ﹤0.01% 1778
2025
Q3 		$68.2K Hold
15,000
– – ﹤0.01% 1782
2025
Q2 		$55.4K Buy
+15,000
New +$46.9K ﹤0.01% 1757

Other funds holding DC

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Medici Capital
Medici Capital Newport Beach, California $59.6M AUM 18.19% 1-Year Est. Return
Global Strategic Management
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IEQ Capital's DC Position: Q3 2026 in Review

IEQ Capital increased its Dakota Gold (DC) stake by 2.5% in Q3 2026, buying an estimated $2.1K and bringing the position to 15,382 shares worth $93.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

IEQ Capital first reported a position in DC in Q2 2025 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold DC as of Q3 2026.

  • IEQ Capital held 15,382 shares of Dakota Gold worth $93.7K as of Q3 2026.
  • IEQ Capital bought 382 Dakota Gold shares in Q3 2026, an estimated $2.1K.
  • Dakota Gold made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1865 holding.
  • IEQ Capital first reported a position in Dakota Gold in Q2 2025 and has held it in 6 quarters since.
  • 88 funds tracked by Wall St. Rank held Dakota Gold as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.