PERSONAL CFO SOLUTIONS, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1677501 CHESTER, NJ

Position in WPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$332,579

-$33,462 QoQ

Shares Held

2,961

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#603

of 849 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Basic Materials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,216,839 across 3 Gold names. WPM ranks #3 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	5,341	$498,849
2	GFI	Gold Fields Ltd	11,474	$385,411
3	WPM	Wheaton Precious Metals Corp. This page	2,961	$332,579

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,579	2,961	+6.0%	Shares	Sole	2026-08-07
2026-03-31	$366,041	2,794	-3.2%	Shares	Sole	2026-04-30
2025-12-31	$339,045	2,885	+0.2%	Shares	Defined	2026-01-22
2025-09-30	$322,099	2,880	-2.7%	Shares	Defined	2025-11-10
2025-06-30	$265,808	2,960	—	Shares	Defined	2025-08-12
No filing history on record for this holder in this stock.