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Valeo Financial Advisors’s Dakota Gold DC Stock Holding History

Valeo Financial Advisors’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 		– Sell
-12,913
Closed -$65.2K – 850
2026
Q1 		$65.2K Buy
12,913
+93
+0.7% +$550 ﹤0.01% 721
2025
Q4 		$72.8K Buy
+12,820
New +$61.6K ﹤0.01% 799

Other funds holding DC

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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

Valeo Financial Advisors's DC Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Dakota Gold (DC) in Q2 2026, closing a stake of 12,913 shares — an estimated $65.2K sold.

Valeo Financial Advisors first reported a position in DC in Q4 2025 and held it in 2 quarters. The position peaked at $72.8K in Q4 2025. 180 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Dakota Gold position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 12,913 Dakota Gold shares in Q2 2026, an estimated $65.2K.
  • Valeo Financial Advisors first reported a position in Dakota Gold in Q4 2025 and held it in 2 quarters.
  • Valeo Financial Advisors's Dakota Gold position peaked at $72.8K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.