UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1463217
IRVING, TX
Position in WPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$359,311
+$119,956 QoQ
Shares Held
3,199
+75.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 849 holders
Holding Since
Mar 2020
16 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $12,733,240 across 9 Gold names. WPM ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
189,146 | $6,947,332 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
31,913 | $2,980,674 | |
| 3 | KGC |
Kinross Gold Corp
|
25,002 | $590,547 | |
| 4 | AU |
AngloGold Ashanti PLC
|
6,714 | $543,095 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
3,252 | $504,482 | |
| 6 | RGLD |
Royal Gold Inc
|
2,488 | $496,629 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
This page
|
3,199 | $359,311 | |
| 8 | PAAS |
Pan American Silver Corp
|
4,731 | $211,901 |
All Filings in WPM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,311 | 3,199 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $239,355 | 1,827 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $214,238 | 1,823 | Shares | Defined | 2026-02-17 | |
| 2023-03-31 | $1,462,282 | 30,363 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,212,496 | 31,026 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $989,665 | 30,583 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,095,059 | 30,393 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,458,279 | 30,649 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,301,036 | 30,306 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,136,231 | 30,235 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,332,456 | 30,235 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,233,686 | 32,287 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,366,609 | 32,741 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,631,135 | 33,241 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,373,875 | 31,189 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $849,548 | 30,859 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||