Position in WPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,713,478
-$1,121,313 QoQ
Shares Held
59,771
-0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#207
of 849 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026NewEdge Wealth, LLC holds $8,937,345 across 4 Gold names. WPM ranks #1 (75.1% of the industry book) .
All Filings in WPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,713,478 | 59,771 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,834,791 | 59,803 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,830,732 | 58,124 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,518,370 | 58,283 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,402,098 | 60,157 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,697,701 | 60,514 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,406,850 | 60,577 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,710,182 | 60,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,123,026 | 59,577 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,469,612 | 52,400 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,583,787 | 52,367 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,122,103 | 52,333 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,261,832 | 52,333 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,194,597 | 66,333 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,592,567 | 66,340 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,357,393 | 72,849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,629,793 | 72,989 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,466,155 | 72,849 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,127,407 | 72,849 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||