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Steward Partners Investment Advisory’s Dakota Gold DC Stock Holding History

Steward Partners Investment Advisory’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 		$15.8K Hold
3,703
– – ﹤0.01% 3508
2026
Q1 		$18.7K Sell
3,703
-3,500
-49% -$20.7K ﹤0.01% 3265
2025
Q4 		$40.9K Buy
7,203
+3,703
+106% +$17.8K ﹤0.01% 2777
2025
Q3 		$15.9K Hold
3,500
– – ﹤0.01% 3187
2025
Q2 		$12.9K Sell
3,500
-500
-13% -$1.56K ﹤0.01% 3099
2025
Q1 		$10.6K Hold
4,000
– – ﹤0.01% 3070
2024
Q4 		$8.8K Buy
+4,000
New +$9.02K ﹤0.01% 3152

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

Steward Partners Investment Advisory's DC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Dakota Gold (DC) position steady in Q2 2026 at 3,703 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3508.

Steward Partners Investment Advisory first reported a position in DC in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.9K in Q4 2025. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Steward Partners Investment Advisory held 3,703 shares of Dakota Gold worth $15.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Dakota Gold share count unchanged in Q2 2026.
  • Dakota Gold made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3508 holding.
  • Steward Partners Investment Advisory first reported a position in Dakota Gold in Q4 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Dakota Gold position peaked at $40.9K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.