Transamerica Financial Advisors, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1502149
CEDAR RAPIDS, IA
Position in WPM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,289
+$1 QoQ
Shares Held
56
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#816
of 849 holders
Holding Since
Dec 2025
3 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, 2026Transamerica Financial Advisors, LLC holds $589,465 across 14 Gold names. WPM ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
2,561 | $239,197 | |
| 2 | GFI |
Gold Fields Ltd
|
3,841 | $129,019 | |
| 3 | CDE |
Coeur Mining, Inc.
|
6,583 | $107,434 | |
| 4 | B |
Barrick Mining Corp
|
1,704 | $62,587 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
159 | $33,141 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
41 | $6,360 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
This page
|
56 | $6,289 | |
| 8 | AU |
AngloGold Ashanti PLC
|
24 | $1,941 |
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,289 | 56 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,288 | 48 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,151 | 197 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||