TruWealth Advisors, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1834985 Metairie, LA

Position in WPM

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$816,454

+$79,722 QoQ

Shares Held

6,232

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Mar 31, 2026

TruWealth Advisors, LLC holds $816,454 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPM	Wheaton Precious Metals Corp. This page	6,232	$816,454

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$816,454	6,232	-0.6%	Shares	Sole	2026-04-09
2025-12-31	$736,732	6,269	+31.5%	Shares	Sole	2026-01-07
2025-09-30	$533,364	4,769	0.0%	Shares	Sole	2025-10-06
2025-06-30	$428,256	4,769	0.0%	Shares	Sole	2025-07-07
2025-03-31	$370,217	4,769	-6.1%	Shares	Sole	2025-04-10
2024-12-31	$285,586	5,078	-19.4%	Shares	Sole	2025-01-15
2024-09-30	$384,742	6,299	0.0%	Shares	Sole	2024-10-16
2024-06-30	$330,193	6,299	+24.0%	Shares	Sole	2024-07-16
2024-03-31	$239,326	5,078	-4.4%	Shares	Sole	2024-04-15
2023-12-31	$261,946	5,309	0.0%	Shares	Sole	2024-01-10
2023-09-30	$215,279	5,309	0.0%	Shares	Sole	2023-10-10
2023-06-30	$229,454	5,309	0.0%	Shares	Sole	2023-08-04
2023-03-31	$255,681	5,309	0.0%	Shares	Sole	2023-04-25
2022-12-31	$207,475	5,309	-15.2%	Shares	Sole	2023-01-27
2022-03-31	$297,850	6,260	+10.1%	Shares	Sole	2022-04-27
2021-12-31	$244,142	5,687	0.0%	Shares	Sole	2022-01-19
2021-09-30	$213,717	5,687	-9.3%	Shares	Sole	2021-10-29
2021-06-30	$276,318	6,270	+10.3%	Shares	Sole	2021-07-29
2021-03-31	$217,300	5,687	0.0%	Shares	Sole	2021-05-10
2020-12-31	$237,375	5,687	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.