Position in WPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,547
+$3,521 QoQ
Shares Held
85
+84.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#809
of 849 holders
Holding Since
Sep 2025
4 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, 2026Bare Financial Services, Inc holds $93,824 across 15 Gold names. WPM ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
227 | $21,201 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
91 | $14,116 | |
| 3 | B |
Barrick Mining Corp
|
303 | $11,128 | |
| 4 | RGLD |
Royal Gold Inc
|
55 | $10,977 | |
| 5 | WPM |
Wheaton Precious Metals Corp.
This page
|
85 | $9,547 | |
| 6 | OR |
OR Royalties Inc.
|
250 | $7,907 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
30 | $6,252 | |
| 8 | CDE |
Coeur Mining, Inc.
|
256 | $4,177 |
All Filings in WPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,547 | 85 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,026 | 46 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,878 | 33 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,690 | 33 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||