Position in WPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$456,468
-$93,380 QoQ
Shares Held
4,064
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#537
of 849 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $2,336,798 across 3 Gold names. WPM ranks #2 (19.5% of the industry book) .
All Filings in WPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,468 | 4,064 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $549,848 | 4,197 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $627,439 | 5,339 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||