Position in WPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,039,952
+$1,120,962 QoQ
Shares Held
61,369
+4.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Focus Partners Wealth holds $67,615,896 across 15 Gold names. WPM ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGI |
Alamos Gold Inc
|
474,251 | $21,070,971 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
167,248 | $18,104,596 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
54,928 | $11,149,285 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
61,369 | $8,039,952 | |
| 5 | RGLD |
Royal Gold Inc
|
10,329 | $2,628,627 | |
| 6 | B |
Barrick Mining Corp
|
55,863 | $2,278,651 | |
| 7 | KGC |
Kinross Gold Corp
|
48,840 | $1,490,596 | |
| 8 | PAAS |
Pan American Silver Corp
|
19,972 | $1,091,070 |
All Filings in WPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,039,952 | 61,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,918,990 | 58,875 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,430,880 | 12,794 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,072,481 | 11,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $871,241 | 11,223 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $582,196 | 10,352 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $458,527 | 7,507 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||