NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in WPM — Wheaton Precious Metals Corp.
CIK 1109767
CEDAR RAPIDS, IA
Position in WPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$448,718
-$118,424 QoQ
Shares Held
3,995
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#542
of 849 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $12,959,853 across 7 Gold names. WPM ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SA |
Seabridge Gold Inc
|
275,284 | $7,085,810 | |
| 2 | RGLD |
Royal Gold Inc
|
18,318 | $3,656,455 | |
| 3 | NEM |
NEWMONT Corp /DE/
|
11,378 | $1,062,705 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
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|
3,995 | $448,718 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
1,786 | $277,062 | |
| 6 | AGI |
Alamos Gold Inc
|
7,115 | $215,869 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
1,023 | $213,234 |
All Filings in WPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,718 | 3,995 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $567,142 | 4,329 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $522,376 | 4,445 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $438,189 | 3,918 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $349,860 | 3,896 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $278,769 | 3,591 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $201,957 | 3,591 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||