Independent Advisor Alliance

Position in WPM — Wheaton Precious Metals Corp.

CIK 1696899 CHARLOTTE, NC

Position in WPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$971,006

-$128,036 QoQ

Shares Held

8,645

+3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#416

of 849 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Independent Advisor Alliance holds $12,951,278 across 11 Gold names. WPM ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FNV	FRANCO NEVADA Corp	23,364	$4,869,991
2	NEM	NEWMONT Corp /DE/	27,675	$2,584,844
3	SSRM	Ssr Mining Inc.	38,361	$1,084,848
4	WPM	Wheaton Precious Metals Corp. This page	8,645	$971,006
5	B	Barrick Mining Corp	21,477	$788,849
6	AEM	Agnico Eagle Mines Ltd	4,562	$707,702
7	KGC	Kinross Gold Corp	26,203	$618,914
8	CDE	Coeur Mining, Inc.	32,080	$523,544

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,006	8,645	+3.1%	Shares	Sole	2026-08-12
2026-03-31	$1,099,042	8,389	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$993,396	8,453	+37.6%	Shares	Sole	2026-02-04
2025-09-30	$687,144	6,144	+64.6%	Shares	Sole	2025-11-04
2025-06-30	$335,223	3,733	-56.3%	Shares	Sole	2025-08-11
2022-09-30	$276,710	8,551	+3.6%	Shares	Sole	2022-11-04
2022-06-30	$297,283	8,251	+13.7%	Shares	Sole	2022-08-04
2022-03-31	$345,288	7,257	+1.0%	Shares	Sole	2022-05-06
2021-12-31	$308,366	7,183	+9.6%	Shares	Sole	2022-02-11
2021-09-30	$246,299	6,554	+2.6%	Shares	Sole	2021-11-01
2021-06-30	$281,431	6,386	-3.0%	Shares	Sole	2021-08-12
2021-03-31	$251,612	6,585	-1.7%	Shares	Sole	2021-05-14
2020-12-31	$279,658	6,700	+19.1%	Shares	Sole	2021-02-11
2020-09-30	$276,018	5,625	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.