GoalVest Advisory LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1839307 NEW YORK, NY

Position in WPM

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,829,554

+$190,150 QoQ

Shares Held

13,965

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

GoalVest Advisory LLC holds $45,699 across 3 Gold names.

#	Ticker	Company	Shares	Value (USD)
1	NEM	NEWMONT Corp /DE/	246	$22,976
2	RGLD	Royal Gold Inc	112	$22,356
3	B	Barrick Mining Corp	10	$367

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,829,554	13,965	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$1,639,404	13,950	0.0%	Shares	Sole	2026-01-05
2025-09-30	$1,560,168	13,950	0.0%	Shares	Sole	2025-10-22
2025-06-30	$1,252,710	13,950	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,082,938	13,950	+12.0%	Shares	Sole	2025-04-07
2024-12-31	$700,188	12,450	0.0%	Shares	Sole	2025-01-17
2024-09-30	$760,446	12,450	0.0%	Shares	Sole	2024-11-06
2024-06-30	$652,629	12,450	+2.5%	Shares	Sole	2024-07-30
2024-03-31	$572,629	12,150	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.