KINGSWOOD WEALTH ADVISORS, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1987855 SAN DIEGO, CA

Position in WPM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,086,920

-$172,872 QoQ

Shares Held

9,677

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#405

of 849 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $2,793,174 across 6 Gold names. WPM ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPM	Wheaton Precious Metals Corp. This page	9,677	$1,086,920
2	AEM	Agnico Eagle Mines Ltd	2,658	$412,335
3	CGAU	Centerra Gold Inc.	25,009	$396,642
4	KGC	Kinross Gold Corp	13,392	$316,319
5	B	Barrick Mining Corp	8,374	$307,577
6	NEM	NEWMONT Corp /DE/	2,927	$273,381

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,920	9,677	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$1,259,792	9,616	+2.0%	Shares	Sole	2026-04-28
2025-12-31	$1,108,213	9,430	-1.9%	Shares	Sole	2026-01-28
2025-09-30	$1,075,341	9,615	-3.1%	Shares	Sole	2025-10-23
2025-06-30	$890,905	9,921	+42.4%	Shares	Sole	2025-07-23
2025-03-31	$540,770	6,966	+5.9%	Shares	Sole	2025-07-25
2024-12-31	$369,834	6,576	+44.3%	Shares	Sole	2025-01-22
2024-09-30	$278,341	4,557	-29.7%	Shares	Sole	2024-10-21
2024-06-30	$339,996	6,486	-9.1%	Shares	Sole	2024-07-09
2024-03-31	$336,319	7,136	-26.7%	Shares	Sole	2024-04-15
2023-12-31	$480,620	9,741	-2.9%	Shares	Sole	2024-01-16
2023-09-30	$406,959	10,036	-3.3%	Shares	Sole	2023-10-24
2023-06-30	$448,450	10,376	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.