Position in WPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$724,014
-$132,529 QoQ
Shares Held
6,446
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#467
of 849 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Bison Wealth, LLC holds $1,372,965 across 3 Gold names. WPM ranks #1 (52.7% of the industry book) .
All Filings in WPM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,014 | 6,446 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $856,543 | 6,538 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $738,848 | 6,287 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $688,934 | 6,160 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $450,616 | 5,018 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $251,676 | 3,242 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||