ORP
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Orion Resource Partners’s Dakota Gold DC Stock Holding History

Orion Resource Partners’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 		$17.8M Hold
4,181,766
– – 8.12% 3
2026
Q1 		$21.1M Sell
4,181,766
-1,000,000
-19% -$5.92M 9.65% 3
2025
Q4 		$29.4M Sell
5,181,766
-2,000,000
-28% -$9.6M 14.47% 3
2025
Q3 		$32.7M Sell
7,181,766
-2,529,737
-26% -$10.6M 11.87% 4
2025
Q2 		$35.8M Hold
9,711,503
– – 6.64% 5
2025
Q1 		$25.7M Buy
9,711,503
+700,000
+8% +$1.92M 4.9% 4
2024
Q4 		$19.8M Hold
9,011,503
– – 3.91% 4
2024
Q3 		$21.3M Hold
9,011,503
– – 2.83% 5
2024
Q2 		$23M Buy
+9,011,503
New +$24M 3.47% 6

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
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
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return

Orion Resource Partners's DC Position: Q2 2026 in Review

Orion Resource Partners held its Dakota Gold (DC) position steady in Q2 2026 at 4,181,766 shares worth $17.8M. The position accounts for 8.12% of the portfolio, ranked #3.

Orion Resource Partners first reported a position in DC in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.8M in Q2 2025. 183 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Orion Resource Partners held 4,181,766 shares of Dakota Gold worth $17.8M as of Q2 2026.
  • Orion Resource Partners left its Dakota Gold share count unchanged in Q2 2026.
  • Dakota Gold made up 8.12% of Orion Resource Partners's portfolio in Q2 2026, its #3 holding.
  • Orion Resource Partners first reported a position in Dakota Gold in Q2 2024 and has held it in 9 quarters since.
  • Orion Resource Partners's Dakota Gold position peaked at $35.8M in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Orion Resource Partners's 13F filing for Q2 2026, filed 14 Aug 2026.