Position in WPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$335,162
-$16,031 QoQ
Shares Held
2,984
-62.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#601
of 849 holders
Holding Since
Jun 2020
6 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, 2026BSW Wealth Partners holds $335,162 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,984 | $335,162 |
All Filings in WPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,162 | 2,984 | Shares | Sole | 2026-07-15 | |
| 2021-06-30 | $351,193 | 7,969 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $268,654 | 7,031 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $228,818 | 5,482 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $257,666 | 5,251 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $229,896 | 5,219 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||