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Wealth Preservation Advisors’s Dakota Gold DC Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-14,241
Closed -$80.9K – 1062
2025
Q4 		$80.9K Buy
+14,241
New +$68.4K 0.04% 153

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

Wealth Preservation Advisors's DC Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Dakota Gold (DC) in Q1 2026, closing a stake of 14,241 shares — an estimated $80.9K sold.

Wealth Preservation Advisors first reported a position in DC in Q4 2025 and held it in 1 quarter. The position peaked at $80.9K in Q4 2025. 175 funds tracked by Wall St. Rank hold DC as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Dakota Gold position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 14,241 Dakota Gold shares in Q1 2026, an estimated $80.9K.
  • Wealth Preservation Advisors first reported a position in Dakota Gold in Q4 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Dakota Gold position peaked at $80.9K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Dakota Gold as of Q1 2026.

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