Modera Wealth Management, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1542143
WESTWOOD, NJ
Position in WPM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$320,581
+$31,600 QoQ
Shares Held
2,447
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Modera Wealth Management, LLC holds $2,062,531 across 5 Gold names. WPM ranks #3 (15.5% of the industry book) .
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,581 | 2,447 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $288,981 | 2,459 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $227,370 | 2,033 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||