Position in WPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,196,881
-$199,161 QoQ
Shares Held
10,656
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#397
of 849 holders
Holding Since
Sep 2023
5 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, 2026WCG Wealth Advisors LLC holds $3,287,640 across 2 Gold names. WPM ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
22,385 | $2,090,759 | |
| 2 | WPM |
Wheaton Precious Metals Corp.
This page
|
10,656 | $1,196,881 |
All Filings in WPM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,881 | 10,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,396,042 | 10,656 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,331,266 | 11,328 | Shares | Sole | 2026-02-10 | |
| 2023-12-31 | $497,791 | 10,089 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $409,149 | 10,090 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||