Position in WPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$100,077
-$16,652 QoQ
Shares Held
891
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 849 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Bogart Wealth, LLC holds $1,158,253 across 12 Gold names. WPM ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
6,224 | $228,607 | |
| 2 | HYMC |
Hycroft Mining Holding Corp
|
8,890 | $208,026 | |
| 3 | CDE |
Coeur Mining, Inc.
|
9,889 | $161,388 | |
| 4 | NEM |
NEWMONT Corp /DE/
|
1,466 | $136,924 | |
| 5 | PAAS |
Pan American Silver Corp
|
2,710 | $121,380 | |
| 6 | WPM |
Wheaton Precious Metals Corp.
This page
|
891 | $100,077 | |
| 7 | AU |
AngloGold Ashanti PLC
|
1,233 | $99,737 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
360 | $75,038 |
All Filings in WPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,077 | 891 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $116,729 | 891 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $30,085 | 256 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,631 | 256 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $18,049 | 201 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,603 | 201 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,304 | 201 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,277 | 201 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,536 | 201 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||