MWM
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $416B AUM 44.19% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 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.

182 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.
  • 182 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.