Position in WPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,391,195
-$177,256 QoQ
Shares Held
12,386
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#376
of 849 holders
Holding Since
Mar 2020
9 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, 2026XML Financial, LLC holds $6,181,500 across 7 Gold names. WPM ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
22,370 | $2,089,358 | |
| 2 | B |
Barrick Mining Corp
|
40,635 | $1,492,523 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
12,386 | $1,391,195 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
2,994 | $464,459 | |
| 5 | KGC |
Kinross Gold Corp
|
12,550 | $296,431 | |
| 6 | ORLA |
Orla Mining Ltd.
|
23,400 | $229,086 | |
| 7 | AGI |
Alamos Gold Inc
|
7,200 | $218,448 |
All Filings in WPM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,195 | 12,386 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,568,451 | 11,972 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,268,863 | 10,797 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,105,650 | 9,886 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $738,964 | 8,229 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $669,325 | 8,622 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $460,999 | 8,197 | Shares | Sole | 2025-01-17 | |
| 2020-06-30 | $444,860 | 10,099 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $466,991 | 16,963 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||