KESTRA PRIVATE WEALTH SERVICES, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1649451
AUSTIN, TX
Position in WPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$344,485
-$682,764 QoQ
Shares Held
3,067
-60.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#594
of 849 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $12,104,433 across 14 Gold names. WPM ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
33,202 | $3,101,066 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
15,024 | $2,330,673 | |
| 3 | B |
Barrick Mining Corp
|
62,525 | $2,296,543 | |
| 4 | SSRM |
Ssr Mining Inc.
|
37,827 | $1,069,747 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
3,151 | $656,794 | |
| 6 | CDE |
Coeur Mining, Inc.
|
36,967 | $603,301 | |
| 7 | GFI |
Gold Fields Ltd
|
17,520 | $588,496 | |
| 8 | KGC |
Kinross Gold Corp
|
20,956 | $494,980 |
All Filings in WPM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,485 | 3,067 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,027,249 | 7,841 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,204,462 | 10,249 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,203,845 | 10,764 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $328,578 | 3,659 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $238,712 | 3,075 | Shares | Sole | 2025-05-05 | |
| 2024-06-30 | $232,430 | 4,434 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $213,451 | 4,529 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||