Position in WPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$749,623
+$21,994 QoQ
Shares Held
6,674
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#462
of 849 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026HB Wealth Management, LLC holds $10,020,143 across 12 Gold names. WPM ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
40,542 | $3,786,622 | |
| 2 | IAG |
Iamgold Corp
|
98,500 | $1,560,240 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
7,199 | $1,116,780 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
6,674 | $749,623 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
2,856 | $595,304 | |
| 6 | SSRM |
Ssr Mining Inc.
|
18,234 | $515,657 | |
| 7 | AU |
AngloGold Ashanti PLC
|
5,526 | $446,998 | |
| 8 | RGLD |
Royal Gold Inc
|
1,902 | $379,658 |
All Filings in WPM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,623 | 6,674 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $727,629 | 5,554 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $609,693 | 5,188 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $611,093 | 5,464 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $455,106 | 5,068 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $381,318 | 4,912 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $263,371 | 4,683 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $286,037 | 4,683 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $251,563 | 4,799 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $226,176 | 4,799 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $252,423 | 5,116 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $225,295 | 5,556 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $218,520 | 5,056 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $239,644 | 4,976 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $201,496 | 5,156 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $245,417 | 5,158 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $227,657 | 5,303 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||