Diversify Advisory Services, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2021232
SANDY, UT
Position in WPM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$286,752
New position
Shares Held
2,553
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 849 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026Diversify Advisory Services, LLC holds $7,311,226 across 7 Gold names. WPM ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
26,537 | $2,478,555 | |
| 2 | B |
Barrick Mining Corp
|
56,177 | $2,063,381 | |
| 3 | AEM |
Agnico Eagle Mines Ltd
|
8,669 | $1,344,821 | |
| 4 | GFI |
Gold Fields Ltd
|
14,235 | $478,153 | |
| 5 | HMY |
Harmony Gold Mining Co Ltd
|
21,889 | $332,931 | |
| 6 | AU |
AngloGold Ashanti PLC
|
4,038 | $326,633 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,553 | $286,752 |
All Filings in WPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,752 | 2,553 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||