SeaCrest Wealth Management
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SeaCrest Wealth Management’s Dakota Gold DC Stock Holding History

SeaCrest 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
Q3 		$123K Sell
20,200
-4,850
-19% -$26.7K 0.01% 542
2026
Q2 		$107K Buy
25,050
+12,850
+105% +$69.3K 0.01% 547
2026
Q1 		$61.6K Buy
+12,200
New +$72.2K 0.01% 628
2025
Q1 		– Sell
-19,705
Closed -$43.4K – 669
2024
Q4 		$43.4K Sell
19,705
-6
-0% -$14 ﹤0.01% 650
2024
Q3 		$46.5K Buy
19,711
+6,600
+50% +$15.1K 0.01% 643
2024
Q2 		$33.4K Sell
13,111
-122
-0.9% -$325 ﹤0.01% 608
2024
Q1 		$31.4K Buy
13,233
+1,500
+13% +$3.24K ﹤0.01% 598
2023
Q4 		$26.2K Sell
11,733
-2,000
-15% -$5.37K ﹤0.01% 617
2023
Q3 		$35.4K Buy
13,733
+3,000
+28% +$8.55K ﹤0.01% 615
2023
Q2 		$31.3K Buy
+10,733
New +$35.4K ﹤0.01% 621
2022
Q3 		– Sell
-6,274
Closed -$21K – 826
2022
Q2 		$21K Buy
+6,274
New +$25K ﹤0.01% 1457

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Global Strategic Management
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
Fiscal Wisdom Wealth Management
Fiscal Wisdom Wealth Management Canton, Connecticut $84.1M AUM 38.01% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SeaCrest Wealth Management's DC Position: Q3 2026 in Review

SeaCrest Wealth Management reduced its Dakota Gold (DC) stake by 19% in Q3 2026, selling an estimated $26.7K and leaving 20,200 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #542.

SeaCrest Wealth Management first reported a position in DC in Q2 2022 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold DC as of Q3 2026.

  • SeaCrest Wealth Management held 20,200 shares of Dakota Gold worth $123K as of Q3 2026.
  • SeaCrest Wealth Management sold 4,850 Dakota Gold shares in Q3 2026, an estimated $26.7K.
  • Dakota Gold made up 0.01% of SeaCrest Wealth Management's portfolio in Q3 2026, its #542 holding.
  • SeaCrest Wealth Management first reported a position in Dakota Gold in Q2 2022 and has held it in 11 quarters since.
  • 20 funds tracked by Wall St. Rank held Dakota Gold as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.