McAlvany Wealth Management’s Dakota Gold DC Stock Holding History

McAlvany Wealth Management’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	$102K	Buy	+23,955	New	+$129K	0.08%	44

Other funds holding DC

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

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

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

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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

McAlvany Wealth Management's DC Position: Q2 2026 in Review

McAlvany Wealth Management opened a new position in Dakota Gold (DC) in Q2 2026: 23,955 shares worth $102K. The stake represents 0.08% of the portfolio and ranks #44 among its holdings.

20 funds tracked by Wall St. Rank hold DC as of Q2 2026.

McAlvany Wealth Management held 23,955 shares of Dakota Gold worth $102K as of Q2 2026.
Dakota Gold was a new McAlvany Wealth Management position in Q2 2026.
Dakota Gold made up 0.08% of McAlvany Wealth Management's portfolio in Q2 2026, its #44 holding.
20 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on McAlvany Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.