King Wealth Management Group’s Dakota Gold DC Stock Holding History

King Wealth Management Group’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
2024 Q3	–	Sell	-13,000	Closed	-$33K	–	153
2024 Q2	$33K	Hold	13,000	–	–	0.01%	144
2024 Q1	$31K	Hold	13,000	–	–	0.01%	146
2023 Q4	$34K	Hold	13,000	–	–	0.01%	139
2023 Q3	$34K	Hold	13,000	–	–	0.01%	143
2023 Q2	$38K	Hold	13,000	–	–	0.01%	148
2023 Q1	$47K	Hold	13,000	–	–	0.01%	146
2022 Q4	$40K	Hold	13,000	–	–	0.01%	139
2022 Q3	$40K	Hold	13,000	–	–	0.01%	149
2022 Q2	$44K	Buy	+13,000	New	+$51.9K	0.01%	158

Other funds holding DC

ORP

Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

King Wealth Management Group's DC Position: Q3 2024 in Review

King Wealth Management Group sold out of Dakota Gold (DC) in Q3 2024, closing a stake of 13,000 shares — an estimated $33K sold.

King Wealth Management Group first reported a position in DC in Q2 2022 and held it in 9 quarters. The position peaked at $47K in Q1 2023. 84 funds tracked by Wall St. Rank hold DC as of Q3 2024.

King Wealth Management Group reported no remaining Dakota Gold position as of Q3 2024 after selling out during the quarter.
King Wealth Management Group sold 13,000 Dakota Gold shares in Q3 2024, an estimated $33K.
King Wealth Management Group first reported a position in Dakota Gold in Q2 2022 and held it in 9 quarters.
King Wealth Management Group's Dakota Gold position peaked at $47K in Q1 2023.
84 funds tracked by Wall St. Rank held Dakota Gold as of Q3 2024.

Based on King Wealth Management Group's 13F filing for Q3 2024, filed 6 Nov 2024.