Position in WPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$151,070
-$75,315 QoQ
Shares Held
1,345
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#702
of 849 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026IFP Advisors, Inc holds $52,750,717 across 32 Gold names. WPM ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNV |
FRANCO NEVADA Corp
|
89,770 | $18,711,658 | |
| 2 | AU |
AngloGold Ashanti PLC
|
165,301 | $13,371,197 | |
| 3 | KGC |
Kinross Gold Corp
|
227,680 | $5,377,801 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
55,154 | $5,151,383 | |
| 5 | GFI |
Gold Fields Ltd
|
144,193 | $4,843,442 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
9,966 | $1,546,025 | |
| 7 | RGLD |
Royal Gold Inc
|
7,630 | $1,523,024 | |
| 8 | AGI |
Alamos Gold Inc
|
29,368 | $891,025 |
All Filings in WPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,070 | 1,345 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $226,385 | 1,728 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $203,074 | 1,728 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $193,147 | 1,727 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $245,692 | 2,736 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $157,200 | 2,025 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $121,084 | 2,153 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $48,253 | 790 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $48,069 | 917 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $72,910 | 1,547 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $167,163 | 3,388 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $20,964 | 517 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $63,360 | 1,466 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $67,953 | 1,411 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $128 | 5,795 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $305,348 | 9,436 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $331,944 | 9,213 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $179,614 | 3,775 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $91,269 | 2,126 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $83,427 | 2,220 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $101,625 | 2,306 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $165,678 | 4,336 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $231,323 | 5,542 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $356,493 | 7,265 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $269,057 | 6,108 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $143,018 | 5,195 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||