Position in WPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,993,182
+$231,222 QoQ
Shares Held
61,012
-7.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59.489936405952925.ToString("F0")%
Shared 0.ToString("F0")%
None 40.510063594047075.ToString("F0")%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $61,922,535 across 19 Gold names. WPM ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
204,104 | $22,094,258 | |
| 2 | B |
Barrick Mining Corp
|
227,755 | $9,290,126 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
61,012 | $7,993,182 | |
| 4 | KGC |
Kinross Gold Corp
|
189,603 | $5,786,683 | |
| 5 | RGLD |
Royal Gold Inc
|
15,445 | $3,930,598 | |
| 6 | PAAS |
Pan American Silver Corp
|
66,785 | $3,648,464 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
11,137 | $2,751,395 | |
| 8 | AEM |
Agnico Eagle Mines Ltd
|
9,350 | $1,897,863 |
All Filings in WPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,993,182 | 61,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,761,960 | 66,048 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,216,664 | 46,644 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,384,664 | 48,827 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,786,946 | 48,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,507,854 | 44,592 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,670,295 | 43,718 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,220,301 | 42,356 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $477,285 | 10,127 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $358,307 | 7,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $286,891 | 7,075 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $318,963 | 7,380 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $347,956 | 7,225 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $278,445 | 7,125 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $214,935 | 6,642 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $235,311 | 6,531 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $289,143 | 6,077 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $255,304 | 5,947 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $215,032 | 5,722 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $252,168 | 5,722 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $239,653 | 6,272 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $295,310 | 7,075 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $401,147 | 8,175 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $368,258 | 8,360 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $140,623 | 5,108 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||