Cypress Wealth Services, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1721527
PALM DESERT, CA
Position in WPM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$545,538
-$120,909 QoQ
Shares Held
4,857
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#510
of 849 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Derivatives in WPM
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$726,530
PutShares
14,806
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026Cypress Wealth Services, LLC holds $2,066,306 across 7 Gold names. WPM ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGI |
Alamos Gold Inc
|
22,136 | $671,606 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
4,857 | $545,538 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
2,578 | $399,925 | |
| 4 | FNV |
FRANCO NEVADA Corp
|
1,185 | $247,001 | |
| 5 | FSM |
Fortuna Mining Corp.
|
13,786 | $116,491 | |
| 6 | NG |
Novagold Resources Inc
|
10,214 | $60,977 | |
| 7 | IAUX |
i-80 Gold Corp.
|
17,200 | $24,768 |
All Filings in WPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,538 | 4,857 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $666,447 | 5,087 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $744,959 | 6,339 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $860,385 | 7,693 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $834,421 | 9,292 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $739,192 | 9,522 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $563,806 | 10,025 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $632,666 | 10,358 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $560,264 | 10,688 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $520,786 | 11,050 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $551,670 | 11,181 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $466,122 | 11,495 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $505,285 | 11,691 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $591,308 | 12,278 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $490,766 | 12,558 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $425,728 | 13,156 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $485,360 | 13,471 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $646,041 | 13,578 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $582,903 | 13,578 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $530,291 | 14,111 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $621,871 | 14,111 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $547,511 | 14,329 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $611,908 | 14,660 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $726,530 | 14,806 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $658,723 | 14,954 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $440,011 | 15,983 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||