Position in WPM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$355,492
-$65,705 QoQ
Shares Held
3,165
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#588
of 849 holders
Holding Since
Sep 2025
4 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, 2026Zhang Financial LLC holds $2,083,859 across 2 Gold names. WPM ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
18,505 | $1,728,367 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
3,165 | $355,492 |
All Filings in WPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,492 | 3,165 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $421,197 | 3,215 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $360,081 | 3,064 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $342,677 | 3,064 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||