Position in WPM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$641,570
-$98,504 QoQ
Shares Held
5,712
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 849 holders
Holding Since
Sep 2020
22 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, 2026AE Wealth Management LLC holds $10,922,221 across 11 Gold names. WPM ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
69,404 | $6,482,308 | |
| 2 | RGLD |
Royal Gold Inc
|
8,847 | $1,765,936 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
5,712 | $641,570 | |
| 4 | PAAS |
Pan American Silver Corp
|
9,167 | $410,588 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,016 | $312,740 | |
| 6 | AU |
AngloGold Ashanti PLC
|
3,686 | $298,155 | |
| 7 | CDE |
Coeur Mining, Inc.
|
18,061 | $294,738 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
1,229 | $256,172 |
All Filings in WPM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,570 | 5,712 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $740,074 | 5,649 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $654,703 | 5,571 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $681,215 | 6,091 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $535,926 | 5,968 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $527,883 | 6,800 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $552,333 | 9,821 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,597,669 | 26,157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $907,495 | 17,312 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $4,813,610 | 97,560 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,095,296 | 27,011 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,191,445 | 27,567 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,022,677 | 21,235 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $808,135 | 20,679 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $661,211 | 20,433 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $491,557 | 13,643 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $486,648 | 10,228 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $430,201 | 10,021 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $221,985 | 5,907 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $230,177 | 5,223 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $212,676 | 5,566 | Shares | Sole | 2021-04-27 | |
| 2020-09-30 | $430,834 | 8,780 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||