Position in WPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$697,619
-$703,924 QoQ
Shares Held
6,211
-47.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#473
of 849 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $6,726,932 across 8 Gold names. WPM ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
42,161 | $3,937,837 | |
| 2 | B |
Barrick Mining Corp
|
27,213 | $999,533 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
6,211 | $697,619 | |
| 4 | CTGO |
Contango Silver & Gold Inc.
|
23,041 | $363,817 | |
| 5 | PAAS |
Pan American Silver Corp
|
5,965 | $267,172 | |
| 6 | RGLD |
Royal Gold Inc
|
1,190 | $237,535 | |
| 7 | CDE |
Coeur Mining, Inc.
|
11,099 | $181,135 | |
| 8 | BTG |
B2gold Corp
|
11,306 | $42,284 |
All Filings in WPM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,619 | 6,211 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,401,543 | 11,926 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,323,626 | 11,835 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,023,360 | 11,396 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $804,402 | 10,362 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $356,786 | 6,344 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $451,686 | 7,395 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $403,529 | 7,698 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $363,890 | 7,721 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $357,616 | 7,248 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $265,561 | 6,549 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $282,226 | 6,530 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $300,566 | 6,241 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $232,369 | 5,946 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $209,200 | 5,012 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $293,193 | 5,975 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||