Position in WPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,624,372
-$4,568,850 QoQ
Shares Held
241,389
-21.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Summit Financial, LLC holds $50,109,889 across 11 Gold names. WPM ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
241,389 | $31,624,372 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $4,111,057 | |
| 3 | B |
Barrick Mining Corp
|
88,347 | $3,603,674 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
16,093 | $3,266,557 | |
| 5 | HMY |
Harmony Gold Mining Co Ltd
|
150,886 | $2,319,117 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
16,487 | $1,784,717 | |
| 7 | PAAS |
Pan American Silver Corp
|
16,059 | $877,303 | |
| 8 | KGC |
Kinross Gold Corp
|
27,763 | $847,326 |
All Filings in WPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,624,372 | 241,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,193,222 | 307,975 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,119,063 | 322,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,102,255 | 290,671 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,391,453 | 327,083 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,897,321 | 371,574 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $21,020,743 | 344,151 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,142,109 | 307,938 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,418,369 | 221,056 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,263,019 | 167,471 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,079,985 | 149,938 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||