Position in WPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$930,458
+$44,831 QoQ
Shares Held
8,284
+22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 849 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Lido Advisors, LLC holds $12,202,714 across 8 Gold names. WPM ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGLD |
Royal Gold Inc
|
24,273 | $4,845,132 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
30,828 | $2,879,334 | |
| 3 | B |
Barrick Mining Corp
|
53,744 | $1,974,017 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
8,284 | $930,458 | |
| 5 | AU |
AngloGold Ashanti PLC
|
7,415 | $599,798 | |
| 6 | FNV |
FRANCO NEVADA Corp
|
2,341 | $487,958 | |
| 7 | AEM |
Agnico Eagle Mines Ltd
|
1,819 | $282,181 | |
| 8 | CDE |
Coeur Mining, Inc.
|
12,490 | $203,836 |
All Filings in WPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,458 | 8,284 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $885,627 | 6,760 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $807,244 | 6,869 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $768,340 | 6,870 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $636,861 | 7,092 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $459,259 | 5,916 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $363,197 | 6,458 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||