Modera Wealth Management, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1542143
WESTWOOD, NJ
Position in WPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$275,633
-$44,948 QoQ
Shares Held
2,454
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#642
of 851 holders
Holding Since
Sep 2025
4 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, 2026Modera Wealth Management, LLC holds $1,904,733 across 6 Gold names. WPM ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
6,133 | $572,822 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
3,384 | $524,959 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,454 | $275,633 | |
| 4 | FNV |
FRANCO NEVADA Corp
|
1,173 | $244,500 | |
| 5 | AGI |
Alamos Gold Inc
|
6,598 | $200,183 | |
| 6 | OGG |
Osisko Gold Group Inc.
|
35,218 | $86,636 |
All Filings in WPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,633 | 2,454 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||