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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Tradition Wealth Management's DC Position: Q1 2026 in Review

Tradition Wealth Management increased its Dakota Gold (DC) stake by 9.9% in Q1 2026, buying an estimated $16K and bringing the position to 30,013 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #486.

Tradition Wealth Management first reported a position in DC in Q3 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Tradition Wealth Management held 30,013 shares of Dakota Gold worth $152K as of Q1 2026.
  • Tradition Wealth Management bought 2,704 Dakota Gold shares in Q1 2026, an estimated $16K.
  • Dakota Gold made up 0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #486 holding.
  • Tradition Wealth Management first reported a position in Dakota Gold in Q3 2025 and has held it in 3 quarters since.
  • Tradition Wealth Management's Dakota Gold position peaked at $155K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.