Steward Partners Investment Advisory, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1723397
STAMFORD, CT
Position in WPM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,746,101
+$288,383 QoQ
Shares Held
13,328
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $17,511,627 across 30 Gold names. WPM ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
37,392 | $4,047,684 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
18,214 | $3,697,077 | |
| 3 | B |
Barrick Mining Corp
|
47,153 | $1,923,370 | |
| 4 | KGC |
Kinross Gold Corp
|
59,644 | $1,820,334 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
This page
|
13,328 | $1,746,101 | |
| 6 | PAAS |
Pan American Silver Corp
|
30,557 | $1,669,328 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
3,837 | $947,930 | |
| 8 | RGLD |
Royal Gold Inc
|
1,335 | $339,744 |
All Filings in WPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,746,101 | 13,328 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,457,718 | 12,404 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,514,201 | 13,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $905,184 | 10,080 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $839,878 | 10,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $675,329 | 12,008 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $747,008 | 12,230 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $651,003 | 12,419 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $567,586 | 12,043 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $765,066 | 15,506 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $671,508 | 16,560 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $323,588 | 7,487 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $361,440 | 7,505 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $279,617 | 7,155 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $242,570 | 7,496 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $290,798 | 8,071 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $603,124 | 12,676 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $496,785 | 11,572 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $542,053 | 14,424 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $615,569 | 13,968 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $358,639 | 9,386 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $265,508 | 6,361 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $217,821 | 4,439 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $183,248 | 4,160 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $91,785 | 3,334 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||