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True Wealth Design’s Dakota Gold DC Stock Holding History

True Wealth Design’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 		$1.62K Sell
381
-34
-8% -$183 ﹤0.01% 1781
2026
Q1 		$2.1K Hold
415
– – ﹤0.01% 1524
2025
Q4 		$2.36K Hold
415
– – ﹤0.01% 1392
2025
Q3 		$1.89K Hold
415
– – ﹤0.01% 1482
2025
Q2 		$1.53K Hold
415
– – ﹤0.01% 1290
2025
Q1 		$1.1K Buy
415
+34
+9% +$93 ﹤0.01% 1234
2024
Q4 		$839 Buy
+381
New +$859 ﹤0.01% 982

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

True Wealth Design's DC Position: Q2 2026 in Review

True Wealth Design reduced its Dakota Gold (DC) stake by 8.2% in Q2 2026, selling an estimated $183 and leaving 381 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

True Wealth Design first reported a position in DC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36K in Q4 2025. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • True Wealth Design held 381 shares of Dakota Gold worth $1.62K as of Q2 2026.
  • True Wealth Design sold 34 Dakota Gold shares in Q2 2026, an estimated $183.
  • Dakota Gold made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1781 holding.
  • True Wealth Design first reported a position in Dakota Gold in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Dakota Gold position peaked at $2.36K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.