WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1632972
PLYMOUTH, MN
Position in WPM
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$5,699,328
-$1,304,276 QoQ
Shares Held
43,503
-27.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 3.7054915752936584.ToString("F0")%
Shared 0.ToString("F0")%
None 96.29450842470634.ToString("F0")%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $106,934,797 across 15 Gold names. WPM ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
304,744 | $32,988,538 | |
| 2 | AU |
AngloGold Ashanti PLC
|
337,311 | $32,840,598 | |
| 3 | RGLD |
Royal Gold Inc
|
73,395 | $18,678,293 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
31,063 | $6,305,167 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
This page
|
43,503 | $5,699,328 | |
| 6 | B |
Barrick Mining Corp
|
65,851 | $2,686,062 | |
| 7 | PAAS |
Pan American Silver Corp
|
37,470 | $2,046,986 | |
| 8 | CDE |
Coeur Mining, Inc.
|
61,606 | $1,156,344 |
All Filings in WPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,699,328 | 43,503 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,003,604 | 59,595 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,489,404 | 58,024 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,021,167 | 55,915 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,404,493 | 56,737 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,264,563 | 58,047 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,101,764 | 50,782 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,082,017 | 39,718 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,803,853 | 38,274 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,734,498 | 35,154 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,399,299 | 34,508 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||