OneDigital Investment Advisors LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1690370
OVERLAND PARK, KS
Position in WPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$461,073
-$51,700 QoQ
Shares Held
4,105
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#536
of 849 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $5,785,372 across 6 Gold names. WPM ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGI |
Alamos Gold Inc
|
77,428 | $2,349,165 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
18,776 | $1,753,678 | |
| 3 | EQX |
Equinox Gold Corp.
|
60,024 | $583,433 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
4,105 | $461,073 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,702 | $419,161 | |
| 6 | KGC |
Kinross Gold Corp
|
9,266 | $218,862 |
All Filings in WPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,073 | 4,105 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $512,773 | 3,914 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $464,321 | 3,951 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $444,452 | 3,974 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $354,620 | 3,949 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $308,268 | 3,971 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $218,211 | 3,880 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $265,148 | 4,341 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $237,043 | 4,522 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $210,246 | 4,461 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||