LPL Financial
DC icon

LPL Financial’s Dakota Gold DC Stock Holding History

LPL Financial’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 		$1.98M Sell
464,727
-367,667
-44% -$1.98M ﹤0.01% 3752
2026
Q1 		$4.2M Buy
832,394
+703,987
+548% +$4.17M ﹤0.01% 2788
2025
Q4 		$729K Buy
128,407
+3,224
+3% +$15.5K ﹤0.01% 4377
2025
Q3 		$570K Buy
125,183
+45,800
+58% +$193K ﹤0.01% 4512
2025
Q2 		$293K Buy
79,383
+20,133
+34% +$62.9K ﹤0.01% 4792
2025
Q1 		$157K Sell
59,250
-50,449
-46% -$138K ﹤0.01% 4931
2024
Q4 		$241K Buy
109,699
+500
+0.5% +$1.13K ﹤0.01% 4693
2024
Q3 		$258K Buy
109,199
+52,149
+91% +$119K ﹤0.01% 4549
2024
Q2 		$145K Buy
+57,050
New +$152K ﹤0.01% 4660

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

LPL Financial's DC Position: Q2 2026 in Review

LPL Financial reduced its Dakota Gold (DC) stake by 44% in Q2 2026, selling an estimated $1.98M and leaving 464,727 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

LPL Financial first reported a position in DC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.2M in Q1 2026. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • LPL Financial held 464,727 shares of Dakota Gold worth $1.98M as of Q2 2026.
  • LPL Financial sold 367,667 Dakota Gold shares in Q2 2026, an estimated $1.98M.
  • Dakota Gold made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3752 holding.
  • LPL Financial first reported a position in Dakota Gold in Q2 2024 and has held it in 9 quarters since.
  • LPL Financial's Dakota Gold position peaked at $4.2M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.