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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
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 $3.37T 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

Optimize Financial's DC Position: Q1 2026 in Review

Optimize Financial opened a new position in Dakota Gold (DC) in Q1 2026: 33,423 shares worth $169K. The stake represents 0.08% of the portfolio and ranks #295 among its holdings.

176 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Optimize Financial held 33,423 shares of Dakota Gold worth $169K as of Q1 2026.
  • Dakota Gold was a new Optimize Financial position in Q1 2026.
  • Dakota Gold made up 0.08% of Optimize Financial's portfolio in Q1 2026, its #295 holding.
  • 176 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.