GREAT VALLEY ADVISOR GROUP, INC.
Position in WPM — Wheaton Precious Metals Corp.
CIK 1769897
WILMINGTON, DE
Position in WPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$246,654
-$40,781 QoQ
Shares Held
2,196
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 849 holders
Holding Since
Mar 2022
14 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,365,283 across 5 Gold names. WPM ranks #3 (18.1% of the industry book) .
All Filings in WPM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,654 | 2,196 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $287,435 | 2,194 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $427,890 | 3,641 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $415,597 | 3,716 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $333,517 | 3,714 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,823 | 3,669 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $234,070 | 4,162 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $250,611 | 4,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,599 | 3,884 | Shares | Sole | 2024-07-16 | |
| 2023-03-31 | $330,762 | 6,868 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $240,498 | 6,154 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $205,162 | 6,340 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $558,176 | 15,492 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $690,433 | 14,511 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||