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Optimize Financial’s Dakota Gold DC Stock Holding History

Optimize 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 		$142K Sell
33,307
-116
-0.3% -$626 0.05% 292
2026
Q1 		$169K Buy
+33,423
New +$198K 0.08% 295

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

Optimize Financial's DC Position: Q2 2026 in Review

Optimize Financial reduced its Dakota Gold (DC) stake by 0.35% in Q2 2026, selling an estimated $626 and leaving 33,307 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #292.

Optimize Financial first reported a position in DC in Q1 2026 and has held it in 2 quarters since. The position peaked at $169K in Q1 2026. 182 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Optimize Financial held 33,307 shares of Dakota Gold worth $142K as of Q2 2026.
  • Optimize Financial sold 116 Dakota Gold shares in Q2 2026, an estimated $626.
  • Dakota Gold made up 0.05% of Optimize Financial's portfolio in Q2 2026, its #292 holding.
  • Optimize Financial first reported a position in Dakota Gold in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Dakota Gold position peaked at $169K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.