TWM
DC icon

Tradition Wealth Management’s Dakota Gold DC Stock Holding History

Tradition 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
Q2 		$121K Sell
28,413
-1,600
-5% -$8.63K 0.01% 518
2026
Q1 		$152K Buy
30,013
+2,704
+10% +$16K 0.01% 486
2025
Q4 		$155K Buy
27,309
+7,600
+39% +$36.5K 0.01% 470
2025
Q3 		$89.7K Buy
+19,709
New +$82.9K 0.01% 475

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 $416B AUM 44.19% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Tradition Wealth Management's DC Position: Q2 2026 in Review

Tradition Wealth Management reduced its Dakota Gold (DC) stake by 5.3% in Q2 2026, selling an estimated $8.63K and leaving 28,413 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #518.

Tradition Wealth Management first reported a position in DC in Q3 2025 and has held it in 4 quarters since. The position peaked at $155K in Q4 2025. 182 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Tradition Wealth Management held 28,413 shares of Dakota Gold worth $121K as of Q2 2026.
  • Tradition Wealth Management sold 1,600 Dakota Gold shares in Q2 2026, an estimated $8.63K.
  • Dakota Gold made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Tradition Wealth Management first reported a position in Dakota Gold in Q3 2025 and has held it in 4 quarters since.
  • Tradition Wealth Management's Dakota Gold position peaked at $155K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.