Cape Investment Advisory, Inc.
Position in WPM — Wheaton Precious Metals Corp.
CIK 1944437
MCDONOUGH, GA
Position in WPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,818
-$11,708 QoQ
Shares Held
34
-83.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#828
of 849 holders
Holding Since
Mar 2025
2 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, 2026Cape Investment Advisory, Inc. holds $82,332 across 8 Gold names. WPM ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | B |
Barrick Mining Corp
|
924 | $33,938 | |
| 2 | NEM |
NEWMONT Corp /DE/
|
328 | $30,634 | |
| 3 | KGC |
Kinross Gold Corp
|
262 | $6,188 | |
| 4 | WPM |
Wheaton Precious Metals Corp.
This page
|
34 | $3,818 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
23 | $3,567 | |
| 6 | GFI |
Gold Fields Ltd
|
76 | $2,552 | |
| 7 | FSM |
Fortuna Mining Corp.
|
100 | $845 | |
| 8 | HMY |
Harmony Gold Mining Co Ltd
|
52 | $790 |
All Filings in WPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,818 | 34 | Shares | Defined | 2026-07-23 | |
| 2025-03-31 | $15,526 | 200 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||